reconciling

Paul Ballent's Avatar

Paul Ballent

19 Mar, 2016 12:54 AM

I just imported years of Quicken data. How do I select all of my transactions within an account so I can easily clear them? Also, can I do an adjustment to an account to correct the current number of shares?

  1. 1 Posted by Ben Spencer on 19 Mar, 2016 01:47 AM

    Ben Spencer's Avatar

    To select all transactions click one one transaction to select it and then press ctrl-a (cmd-a on a mac) Then right click on the selected transactions and from the context menu select "Mark as cleared".

    The only way to adjust the number of shares held is to enter a buy or sell transaction.

    Ben Spencer
    Infinite Kind Support

  2. System closed this discussion on 18 Jun, 2016 01:50 AM.

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You can use Command ⌘ instead of Control ^ on Mac