My question was Is there a way to overwrite a new portfolio over an existing portfolio?

pt216
pt216 Quicken Windows 2017 Member ✭✭✭

My portfolio was pretty much all over the place by manual adding whatever Q was asking/missing.

I then went to open another Q file with just the investing portfolio.

What a difference, as I let the investment broker download all the information, they had pretty much cleaned up the entire portfolio i.e. bought, removed, divx and etc.

2025 will starts a new fresh file if I need anything from 2024 accounts and for years past I can go back and print what I need.

My original question was a how could I put /overwrite in the current file Im using in my investments.

Thanks to all for the help happy new year and the best to all