401K updates

Quicken Windows Subscription Member ✭✭
edited December 2020 in Investing (Windows)
I used the update 401k Holdings utility to update balances over the last year, but I have an error in the transactions. How can I delete the last year's worth of updates (hidden transactions) and start over?

Best Answer

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You can start by going to Edit > Preferences > Investing transactions and checking the "show hidden transactions" box.

    Then you can delete the Placeholders that the wizard creates and start over.

    Be sure to back up your data file first, in case something goes wrong.
    QWin Premier subscription

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    You can start by going to Edit > Preferences > Investing transactions and checking the "show hidden transactions" box.

    Then you can delete the Placeholders that the wizard creates and start over.

    Be sure to back up your data file first, in case something goes wrong.
    QWin Premier subscription
  • Quicken Windows Subscription Member ✭✭
    Perfect. That worked. Thanks

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