Collateral transactions when lending (and returning) securities: How to auto-delete downloaded trans
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.
Comments
-
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 VP0
Categories
- All Categories
- 56 Product Ideas
- 36 Announcements
- 225 Alerts, Online Banking & Known Product Issues
- 22 Product Alerts
- 703 Welcome to the Community!
- 671 Before you Buy
- 1.2K Product Ideas
- 53.7K Quicken Classic for Windows
- 16.3K Quicken Classic for Mac
- 1K Quicken Mobile
- 812 Quicken on the Web
- 111 Quicken LifeHub

