lost transactions in the holdings list

rclark174
rclark174 Quicken Windows Subscription Member
edited February 2025 in Investing (Windows)

IN my brokerage account, i have lost 30 or 40 lots when i do a holdings list, but they are still in the transactions list, the oldest transaction in the holding list has the incorrect share totals, when i delete the corresponding (correct) transaction from my transactions, the next oldest in the list appears on the holding list with an incorrect share amount. Quicken support says i have to recreate the entire account (1-200 transactions). Is there anywya to correct or at least copy the old transactions from the old account to the new…HELP…it will take days to recreate the account!

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Answers

  • rclark174
    rclark174 Quicken Windows Subscription Member

    The account has not been updated for 10 years….my bad

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Alumni ✭✭✭✭

    Hello @rclark174,

    Were you able to resolve your issue?

    Let me know!

    -Quicken Jasmine

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  • rclark174
    rclark174 Quicken Windows Subscription Member

    Not yet, the best i can do so far is restore my backup and recreate everything since then

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