Fix Mistake From Update 401K Holding

BryanK
BryanK Quicken Windows Subscription Member ✭✭✭
edited August 2023 in Investing (Windows)

Quicken for Windows R50.16

I recently updated my 401K Holdings manually from a quarterly statement using the "Update 401(k) Holdings" function from the gear menu. I made a mistake entering the quantity for a particular fund and now there appears to be no way to edit it. I tried to re-update the holdings using the same statement end date but get message "You have already updated this account using a more recent statement". Is there a way to totally reverse and redo the most recent 401K holdings update, or edit it?

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