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

pt216

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

Quicken Kristina

Hello @pt216,

If you're wanting to start fresh with a new portfolio, creating a new file is the simplest way to do it.

If you're wanting to do it without creating a new file, there isn't really a simple tool to accomplish it. Is the incorrect information coming from just one account or multiple? Do you need to save any of the history from the problem account(s)?

I look forward to your response!

NotACPA

And, there's no way to restore anything less than the full Q data file. You could restore to a different file name, export the investment transactions, import them into a new & empty account and try moving them over … but that's an error-prone and tedious process.

I suspect that you'd be better off just deleting the current account and them importing. BUT BE AWARE that any transactions in the investment account that are transfers to/from other accounts will be screwed up.

OBVIOUSLY, take lots of before & during backups if you try this.

pt216

https://community.quicken.com/discussion/comment/20468761#Comment_20468761

Thursday, January 2, 2025 Kristina thanks - I did create a new file for 2025 (everything) and surprised me that the last updated time stamp is now accurate and working. Thanks everyone Happy New Year to all.

Quicken Kristina

Thank you for the follow-up,

I'm glad to hear that it's working now!

If you need further assistance, please feel free to reach out!