How do I delete an improperly entered placeholder on an investment account.

Quicken Windows Subscription Member
in Investing (Windows)
Attempted to enter a change to a share balance. My entry was not correct and now I need to remove the placeholder entry that was created. Cannot find a process in help to accomplish this.

Best Answer

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    First, make sure the Placeholders are visible by going to Edit > Preferences > Investment transactions and making sure Show hidden transactions is checked.

    Then locate the Placeholder you want to delete. Click once to select it then hit the Delete button at the bottom right of the transaction.
    QWin Premier subscription

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    First, make sure the Placeholders are visible by going to Edit > Preferences > Investment transactions and making sure Show hidden transactions is checked.

    Then locate the Placeholder you want to delete. Click once to select it then hit the Delete button at the bottom right of the transaction.
    QWin Premier subscription
  • Quicken Windows Subscription Member
    Thank you Jim! Making the hidden transactions visible did the trick.

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