Deleting Stock Transactions

It will throw all your holdings out of kilter.

If you have held a security for a long time and then try to sell it, Quicken will look to see where that security is to sell. If you've deleted the transaction, in Quicken's infinite wisdom, you've done a short sale.

If you really want to delete the old security holding info, you must make sure that the security has been sold and "zeroed" out.

My recommendation is to deal with the large file and keep your history. If you need to, validate your file and possible "super validate" it to remove all of the extraneous space.

Steve

Actually, do a Quicken "Copy" to remove that extra space.

Thanks John. I knew there was a simpler way too.

Steve

Thanks everyone. Just to make it clear, I would delete only "closed" transactions and securities. But, perhaps you're right ...deal with it! The file does seem to get a bit screwed up from time to time and I can't figure out why.

Thanks