Can an investment account deleted and set up again?

Agota

I set up my Quicken Classic with 01/01/26. Everything is good, but two of the investments accounts are messed up. Quicken downloaded transactions from early (!) last year and I have many placeholders now. Accounts are not balancing. Can I set up those accounts again with starting date 1/1/26? Thanks for any help!

Chris_QPW

If you delete the account and set it up again what transactions you get will depend on the financial institution. A typical number is 90 days, but it can be more. And you never have control over how far back.

What's more unless you happened to open that account on 01/01/2026 even if you could control it so that Quicken downloaded only transactions from that date you would get placeholders. Placeholders are the "investment balance adjustment" for the fact that you don't have the whole history of all the shares that are currently in the register.