Bogus Separate Account appeared

Mary Ann Edson-Plumb

Today I noticed that, at the bottom of the account bar, I have a "Separate Account". Going into it, it has a mixture of transactions for securities from two different investing accounts. The transactions themselves are odd in that I have transactions on those dates in the appropriate accounts but not for these amounts. I don't know how this unreal account got created. I'm a little nervous about just deleting it when I'm not sure where it came from or what the impact might be. Any thoughts?

NotACPA

What's the name of this account?

Mary Ann Edson-Plumb

The name of the account is a name I used a long time ago for an investment account that I later renamed. So it was IRA VG. The securities in the account are valid in that they are securities used in other accounts.

NotACPA

I'd be inclined to take a backup, then Delete the account and see what happens.

You can always Restore if things go badly.

Rocket J Squirrel

I might worry there are cross-linked records in the database and deletion might cause further damage. I'd try Validate & Repair first and see whether the bogus account goes away.

NotACPA

https://community.quicken.com/discussion/comment/20357541#Comment_20357541

Very reasonable suggestion.

Mary Ann Edson-Plumb

Thanks to you both. I did the Validate and Repair, which didn't fix the problem. I removed a couple of transactions that were duplicates of those in other accounts and then did a Remove Shares, followed by a Close Account (vs. a Delete). So far, all my other investment account balances are correct, so there doesn't seem to have been any knock-on effect.