When you delete a transaction, Quicken removes the transaction from the register and recalculates all subsequent balances. You can't get the transaction back unless you have a backup copy or unless you immediately undo the delete (and undo delete is not available for all account types). Delete transactions with caution; voiding a transaction is often a better option. Voiding leaves the transaction in the register (so you can maintain a record of it) but ignores the amount when calculating balances.

Void a transaction

  1. From the account register, click any place in the transaction that you want to void. You can use CTRL + click to select several transactions at once.
  2. Choose Edit menu > Void Transaction.
  3. Click Save.

Notes

When you void a transaction, Quicken removes the dollar amount of the transaction and inserts the word ***VOID*** before the payee name. Quicken also adds a c to the Clr field so that the transaction won't interfere with reconciling. If the transaction contains split amounts, Quicken changes each amount to zero. The cheque number is retained.


Delete a transaction

  1. From the account register or an investment transaction list, select the transaction that you want to delete.
  2. For investment transactions, click Delete directly under the transaction.
  3. For all other transaction types, click the gear icon () in the transaction toolbar and then choose Delete.
  4. Click Yes to confirm that you want to delete the transaction.

Notes