deleting range of investment transactions

transactions, perhaps all those after a certain date? I was hit by a ton of duplicates during the conversion that MSSB went thru recently, and since it was so tedious deleting them from the download list, I accepted them, hoping to be able to bulk delete from the register. Ended up tediously (but slightly less so than the alternative) deleting every individual one. There must be a better way.

If it's anything like the Windows' function, left-click on the first entry, shift-left-click on the last entry, then delete.

"jo" wrote in

Is there a way to bulk delete a [contiguous] selection of investment transactions, perhaps all those after a certain date?

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Yes (and they may be, but don't have to be, contiguous).

Create a Banking > Transactions report.

Select just the account you want to delete the transactions from. You can use the Customize dialog to exclude more transactions (using date range, etc.) that you don't want to delete, though it isn't absolutely necessary.

When you're ready to delete; select all the transactions in the report that you want to delete, as you would select multiple files in Windows Explorer.

Then click the "Edit" button in the report (not in the Quicken menu) and select "Delete transaction(s)" ... then be patient, the delete process can take a while.

Very cool, John. Would not have found this since it was under the Banking option. And I honestly never saw the Edit button on a report before. Is it there on all transaction types/other formats? wish I had known about this before I killed off my hands doing individual deletes.

"jo" wrote

Would not have found this since it was under the Banking option. And I honestly never saw the Edit button on a report before. Is it there on all transaction types/other formats? wish I had known about this before I killed off my hands doing individual deletes.

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It's not available in most reports, but it is also available in:

Spending > Itemized Categories Spending > Itemized Payees

One limitation: it doesn't work on split transactions.