Investment Account Error Correction

KCBDurfee Member
One if my investment accounts has an incorrect balance for one of the holdings in Quicken. I have always used download from the institution to update this account. When I look through the history in Quickend vs the investment account, it seems there was an error back in March 2019 where a transfer from one money market fiund to another did not register correctly, so my balances are off by about $26,000. Is there a way in quicked to back-correct these two funds?


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    You can back up your data file in case something goes wrong, then delete and re-enter the incorrect transaction. 
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