How to Schedule a Bill Reminder in Quicken 2012
How to Print a Quicken 2012 Check Register
Tell Quicken 2012 What the Credit Card Company Says When Reconciling

Correct Mistakes in Recording Quicken 2012 Investment Transactions

If you make a mistake when you're recording investment transactions in Quicken 2012, don’t worry — it’s not a problem. You can edit an investment transaction. To edit a particular transaction, you first need to display the investment transactions list. To do this, click the investment account in the Accounts bar. Quicken displays the Investment Transactions window.

The Investment Transactions list.
The Investment Transactions list.

To edit one of the transactions you see listed for the investment account, double-click the transaction. Quicken opens the dialog box you originally used to record the transaction, and you use it to make your changes.

The Edit Sell – Shares Sold dialog box appears when you indicate you want to edit a shares so
The Edit Sell – Shares Sold dialog box appears when you indicate you want to edit a shares sold transaction.

If you don’t see the transaction listed, use the Date Range box to specify that you want to see all transactions for the account.

For example, you can click in the fields with the incorrect entries, fix them, and then record the new, corrected transaction.

  • Add a Comment
  • Print
  • Share
blog comments powered by Disqus
Back Up Quicken 2012 the Quick-and-Dirty Way
How to Print Checks in Quicken 2012
How to Shrink a Quicken 2012 File
Enter Information on a Check Form in Quicken 2012
How to Edit and Rearrange Quicken 2012 Reports
Advertisement

Inside Dummies.com