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Posted by John Pollard on April 16, 2007, 1:14 pm
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az-willie wrote:
> I have had Quicken attempt to track my investments for
> several years. Due to miscommunications between various
> brokers and
> Quicken, there are many placeholder entries and just
> total screw ups.
> I want to delete all the entries -- except for some
> things I have held for years and then do fresh downloads
> from my current broker and just start things over as of
> the beginning of this year.
I would not try to save any transaction that was: for a security
that had a placeholder, entered in Quicken after the placeholder
was entered, and dated on or before the placeholder date.
> I can only seem to delete one entry at a time. It won't
> let me select a group of stocks and delete them as a
> batch.
> Is there some way to do that?
No. It's one-at-a-time for investment accounts.
> If I delete the entire investment account will it let me
> create the account again with the same name or will I
> have to make up some new name?
Yes.
> I plan to just start with my holdings as of Dec 31, 2006
> and enter the cash position and the stocks I held on that
> date and then do fresh downloads of each month since then
> and try to get Quicken to be correct again.
>
> But I am leery of deleting the entire account.
You could:
1.) deactivate downloads for the existing account
2.) create a new account
3.) work on the new account until it looks right
4.) delete the old account
5.) rename the new account to the old account
--
John Pollard
First initial underscore Last name at mchsi dot com
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