Possible to undo downloading transactions?

keroberous

I downloaded a recent set of transactions for my investing account. I have to do this manually from my institution's website. The recent additions to my account included shares from several companies that trade on both the NYSE and TSX. Even though I only trade on the TSX, Quicken added information for both exchanges to appear in my portfolio which is messing up my gain/loss calculations among other things. I can't see any way to fix it so I'd like to just undo downloading the transactions but I can't find how to do this, if it's possible. Any advice? Thanks.

Quicken Jared

keroberous said:

I downloaded a recent set of transactions for my investing account. I have to do this manually from my institution's website. The recent additions to my account included shares from several companies that trade on both the NYSE and TSX. Even though I only trade on the TSX, Quicken added information for both exchanges to appear in my portfolio which is messing up my gain/loss calculations among other things. I can't see any way to fix it so I'd like to just undo downloading the transactions but I can't find how to do this, if it's possible. Any advice? Thanks.

Hello @keroberous,

I know that these kinds of download issues can be frustrating. Thank you for inquiring with us here on the Quicken Community regarding this problem. 

The primary option in this case would be to restore from a backup by going to File > Restore from Backup in the Quicken application while Quicken is open and running and then selecting a file from just before this most recent account update.

Thanks,

Quicken Jared