How to remove a zero-shares security from Holdings?

Patrick Larkin

We sold FBIOX years ago, and I've never been able to figure out how to get it to disappear from the Account Overview on my wife's IRA. What's the magic?

Quicken Classic Business & Personal on Win10

q_lurker

Uncheck the "Show Closed Lots option:

Patrick Larkin

https://community.quicken.com/discussion/comment/20516077#Comment_20516077

It was already unchecked. I toggled it and lots more 0-share securities showed up, and then toggling off FBIOX remains as the only 0-share balance security.

NotACPA

https://community.quicken.com/discussion/comment/20516110#Comment_20516110

That could suggest that you've still got an itty-bitty (less than 0.001) share of the security. Try changing the last SELL transaction to a "Sell All" (without changing the total $) and see if that helps.