Double entries in investment accounts

I have the same stock held in two accounts. One I download and the other I do not download. I notice that the downloaded transactions are duplicated in the non downloaded account which throws the balance way off. How do I go back and correct the duplicate transactions and how do I prevent it in the future?
Quicken Window 10 R37.66

Answers

  • oldgirl
    oldgirl Member
    I transferred a mutual fund in my TFSA to an ETF in the same TFSA and now the portfolio view summary shows the correct fund, but exactly twice the shares and $ amount of the investment. The amount is correct in my account list, as are both pieces of info in the "investing" view.
  • oldgirl
    oldgirl Member
    I should have added Windows 11 and Quicken version R33.7