How to remove a zero-shares security from Holdings?
We sold FBIOX years ago, and I've never been able to figure out how to get it to disappear from the Account Overview on my wife's IRA. What's the magic?
Quicken Classic Business & Personal on Win10
Answers
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Uncheck the "Show Closed Lots option:
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It was already unchecked. I toggled it and lots more 0-share securities showed up, and then toggling off FBIOX remains as the only 0-share balance security.
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That could suggest that you've still got an itty-bitty (less than 0.001) share of the security. Try changing the last SELL transaction to a "Sell All" (without changing the total $) and see if that helps.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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