How to correct an error selling from an investment account?

UnknownUnknown Member
edited September 2018 in

Sold an investment from an investment account and clicked transfer to another account. This was done improperly. I have tried to edit or delete this transaction. When doing so a pop up window says "on the EDIT button click go to matching transfer. Did that and then when trying to do an edit or a delete a pop up window says the transfer is to an account that no longer exists in Quicken. It does exist as the transfer went through.

How do I get rid of the entry?


  • UKRUKR SuperUser ✭✭✭✭✭
    edited September 2018

    So you cannot delete or edit the original transaction created in the investment account?

    1) Make sure you have all the patches (bug fixes) installed for your old, unsupported Quicken version.
    If you weren't able to download them directly from Intuit at the time of program installation, please use the procedure at the bottom of this post to download and install any missing patch files.

    2) When that's done, validate your Quicken data file. It may have become corrupted over time or if you ever had crashes while running Quicken.
    Please run this procedure, skipping no steps:
    - Make a copy of your data file: Click File / File Operations / Copy. Do not change any Copy Option settings. Save file under a new name in same folder as current Quicken data file. (The Copy process appears to be performing a record-by-record copy of the data file and not just a simple binary image copy. This has been reported as recovering some otherwise not repairable files)
    - Open the copied file in Quicken.
    - Click File / File Operations / Validate and Repair. Click Validate File, check to make sure the copied file is being validated, click OK. Let it run.
    - Fix any errors logged as not repaired by Quicken.
    Now, with the just validated file still open, try your failing action again. If it works, keep using the new file and abandon the old one.

    Old Quicken Patch downloads 2000+

    When running an old, unsupported Quicken version you may no longer be able to download bug fixes directly from Intuit.

    However, they are still available here: http://www.quicknperlwiz.com/quickenpatches.html

    If clicking on Help / About Quicken does not show the highest Release number available for your version, as shown on this webpage, download and install the appropriate file from the link above.

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