Getting rid of old securities in Quicken

May 29, 2008 6 Replies

When looking at a summary of investments in any particular account, one can click on individual investments. A new window opens up called the "Security Detailed View" that provides an overview of the security in question. There is also a drop down selection box where one can select any of the securities held. My problem is that the list contains every security I have ever held, regardless of whether or not I currently hold it. I would like this drop down menu to only identify those securities I currently hold, but I cannot find a place in Quicken XG 2005 to eliminate defunct securities. Any one know how to do this?



Thanks



Doug


select investements-->security list

As I remember, you might very well find that Q will STILL not let you delete a security if it thinks that the information is needed to provide cost basis for something or somehow else. Let us know what you find when you give this a whirl!

Going to the security list permits you to "hide" secuirties or delete them. I won't delete them because I don't know the impact of deletion. When a security is flagged as "hidden" it does nothing with respect to the "Detailed Security View". All securities are identified, regardless of whether or not they are flagged as "hidden".

Doug

In addition to "hiding" the securities, you must tell Quicken not to "View hidden securities", (click "Options" on the Security List menu bar).

That did it. Thanks very much for the information on how to do this. Much appreciated.

Doug

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