Can't delete security and problem I created

Grammy605
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Hello @Grammy605,
Thank you for contacting the Quicken Community, though I do apologize that this is occurring for you.
I suggest restoring from a backup that was created before you moved the shares from the original account. It is recommended to save a backup before proceeding with troubleshooting steps in the event that you would like to return to the position that you are currently in.
You can follow this link here for more information on saving and restoring from backups.
Please let me know how this goes!
Thank you!-Quicken Jasmine0 -
That is certainly something I COULD do . . . BUT this problem was created probably a couple months ago. And, I have made so many changes to other securities/accounts. Are there ANY other options?0
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Hello @Grammy605,
Unfortunately, the only way to truly get back to your original starting position is by restoring from a backup that was created before you changed what you would like to be undone.
However, I was able to locate a Support Article that discusses steps regarding deleting securities. You may follow this link here. Once you have the security deleted, you may try to rename the new security and go from there.
Please do not hesitate to reach out with further questions or concerns.
Let me know how it goes!
-Quicken Jasmine0 -
Thanks, Jasmine. I will look at that. I appreciate it.0
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Hello @Grammy605,
Of course, I am happy to help!
I look forward to hearing from you and assisting further if needed!
Have a great day!-Quicken Jasmine0 -
The language used in your original post uses account and security almost interchangeably. They are not interchangeable.Your language suggests your Account is set up in Quicken as a Single Mutual Fund (SMF) account. That is not a setup I ever recommend.Back up your current data file!Go to the Account Details for the account, see if there is an SMF option set to yes. If so, change it to no. I suspect then you will be able to enter the transactions necessary to transition your account.If we need to go further with this, it would help me communicate if you were more specific about the funds and brokerages involved. Also, it could be relevant if these are retirement accounts.1
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Grammy605 said: I had a mutual fund "transition" from one company to another.What brokerage was the original - and what brokerage are you now using ?What was the mutual fund involved...I ran into a situation with - TRowe - when they transitioned from one "class" to another and I had to move my mutual funds -
but the TRP brokerage setup uses "single mutual fund" within Quicken, so it was a hurdle...
each TRP mutual fund had its own SMF Quicken Account
QWin Deluxe Subscription - Win100 -
Someone else suggested I don't have it listed as a single mutual fund and I haven't had a chance to look into that yet, but it was a Dreyfus mutual fund that transitioned to Nationwide. It is not with a brokerage firm, but directly to me. Does this help answer your questions?0
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I guess I'm not understanding you. It is a mutual fund and I purchased directly from the mutual fund company. I am not familiar with SMF accounts.0
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Sorry, SMF is Single Mutual Fund.
A SMF account can only hold one mutual fund, so it is not possible to convert from one share class to another within that type of account. But that is just a setting that you can change.
Were you able to check that setting as we described above?QWin Premier subscription0 -
Grammy605 said: I guess I'm not understanding you.
It is a mutual fund and I purchased directly from the mutual fund company.
I am not familiar with SMF accounts.
#1 - Are you entering transactions manually, or using the Quicken online One Step Update to download transactions.#2 - Just wondering, as you look at the EDIT of your Quicken Account - what Financial Institution does it display ?
QWin Deluxe Subscription - Win100 -
Right now it says Nationwide Fund Distributors . . . but I think I recently changed it from Dreyfus.0
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And, it is NOT set up as a single mutual fund. That line says "no".0
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Sorry, I am entering manually.0
This discussion has been closed.