How to change mulitple investment transactions from XIN to Dep

leishirsute
leishirsute Quicken Windows Subscription Member ✭✭✭✭
edited May 2025 in Investing (Windows)

Is there a procedure to change multiple investment transactions from XIN to DEP action or does they have to be changed 1 by 1 ?

Deluxe R65.29, Windows 11 Pro

Best Answer

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited April 2025 Answer ✓

    As far as I know, changes to investment transactions need to be made one at a time.

    Also you need to be very careful when editing investment transactions from one type to another. I have seen a transfer edited to a Deposit result in a broken transfer. If you are changing the transaction type, it is safer to delete and re-enter the transaction. Always have a fresh backup before changing historical transactions.

    And if your question comes from an attempt to fix IRA distributions, please post back for mor instructions.

    QWin Premier subscription

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited April 2025 Answer ✓

    As far as I know, changes to investment transactions need to be made one at a time.

    Also you need to be very careful when editing investment transactions from one type to another. I have seen a transfer edited to a Deposit result in a broken transfer. If you are changing the transaction type, it is safer to delete and re-enter the transaction. Always have a fresh backup before changing historical transactions.

    And if your question comes from an attempt to fix IRA distributions, please post back for mor instructions.

    QWin Premier subscription
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