Can I remove "R" flags on investment account

prwilliams38

I have a messed up investment account which I would like to manually repair and reconcile. Is there any way to remove the reconcile flags so I can do a reconcile again?

Rocket J Squirrel

You can remove the R from multiple investment transactions by going to the Edit Multiple Transactions in the register's gear menu. Select the transactions and click Mark Uncleared or Mark Cleared depending on the state you want the transactions in.

prwilliams38

Many thanks for the information! I had no idea that facility was there! This helps a lot.

Paul Williams

prwilliams38

Thanks again for the help. I have already employed the solution offered before. Again, thanks for the responses.

NotACPA

The only way to remove the R on an investment txn is one at a time … the same way that you created them

Rocket J Squirrel

You can remove the R from multiple investment transactions by going to the Edit Multiple Transactions in the register's gear menu. Select the transactions and click Mark Uncleared or Mark Cleared depending on the state you want the transactions in.

NotACPA

I knew there had to be a better way … but I'd never found that. THANKS RJS

prwilliams38

Many thanks for the information! I had no idea that facility was there! This helps a lot.

Paul Williams

markus1957

Another way to make changes to multiple transactions is use the menu item Edit>Find/Replace. You can set up multiple filters to target the transactions you want to edit and then use the Replace option to change the selected transactions. Cleared Status is one of the fields that can be changed.

prwilliams38

Thanks again for the help. I have already employed the solution offered before. Again, thanks for the responses.