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Quicken Classic for Windows
Registers & Transactions (Windows)
Zero out securities value so I can close an account
Cindi Anderson
I have decades of monthly small transactions in an account and I don't want to go through them to find the reason for a $384 leftover securities value. I want to just close the count but it won't let me because this value is there. Please tell me a way to just force an offset to zero out the securities value so I can get it to zero. Thanks
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Cindi Anderson
Never mind, I finally found how to adjust the share balance.
Mark1104
@Cindi Anderson
- you may be left with a cost basis that is not zero. if you do, use a 'RtnCap' action transaction to force the cost basis to zero.
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