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Posted by Steve Dell on September 30, 2006, 3:04 pm
Please log in for more thread options That what I figured. I don't have a backup far enough back to do as you
suggest.
I've been deleting the placeholders.
Steve
>
>> I've started downloading securities info from my brokerage,
>> Merrill Lynch, into Quicken 2007 Premier.
>>
>> Because Quicken's database doesn't know much, if anything,
>> about call options, bonds and other non-standard securities,
>> one is forced to guess what the downloads are referring to.
>>
>> Well, I've matched a couple of items incorrectly and have had
>> placeholders that I need to rid myself of.
>>
>> what is the process to correct incorrectly match securities?
>
> First choice: revert to backup.
>
> If that's not possible, I think there is not much you can do
> except enter any missing transactions manually.
>
> I do not think you will want those placeholders though, so I
> would delete them before doing anything else (if you enter
> transactions for those placeholders, dated on or before the
> placeholder, those transactions will forever be linked to that
> placeholder - even if you later delete the placeholder - and
> those transactions will never affect the cash balance in the
> account. Assuming Q2007 works like previous versions).
>
>
>
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