Collateral transactions when lending (and returning) securities: How to auto-delete downloaded trans

Yelnak
Yelnak Member ✭✭✭
edited June 25 in Investments

My brokerage provides a program to lend securities I own in my portfolio and earn income. When shares are loaned and then retuned, zero-dollar transactions are downloaded as per the accompanying image.

I suggest a download or renaming rule whereby if a key word is within the downloaded Description, the downloaded transaction can be deleted before it needs to be reviewed manually; i.e., I don't bother entering these "collateral" transactions and just delete them. I'd like Q to do so automatically based on Description having "collateral" in it.

Screenshot 2025-06-24 144315.jpg
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Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    This is currently, in Q, no ability to automatically delete a transaction under any circumstance.

    SO, such "delete" ability would need to be built into Q … and whether the Rename function is the proper place for such is highly debatable … since you wouldn't be renaming anything.

    If it were possible, I'd vote against this as it seems to be a lot of work for a trivial benefit that 2 mouse clicks by you can resolve.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP