


But it would require extreme care to be sure not to make any mistakes.įor this reason, whatever you do, be sure to make a backup or copy of the file that you can revert to in case of error. Compare price, features, and reviews of the software side-by-side to make the best. This can be done completely on the keyboard with three keystrokes (down arrow, delete, enter). In that case, you're probably stuck with going down the list one by one and deleting every other one. However, if each duplicate transaction is identical to its twin in every field, there's not going to be a way to sort the duplicates into a contiguous list that you can delete en mass. Quicken Alternative / Microsoft Money Alternative AceMoney is an award-winning, Microsoft Money and Quicken personal finance software alternative Many of our customers have been long time Microsoft Money or Quicken users, but made a switch after learning and appreciating the simplicity and ease of use of AceMoney, personal financial software. What you see in the 401 (k)/403 (b) Update wizard will vary based on: How you've set up your 401 (k) account. Click (the Account Actions icon), and then choose Update 401 (k) Holdings. You might want to try turning on some rarely used fields (menu View > Columns) such as Action or FITID to see if you can identify such a field. Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer. In the Account Details dialog, on the General tab, select Yes next to Matching Contributions.

If you have an Internet connection, the easiest way to. If there's any field that uniquely differs between each transaction and it's twin, you could sort by that field to get the duplicates into a contiguous list, use shift-click to select them and delete en mass. I switched my 401k account over to the beat Simple - Positions Only. Manual: import your balances by providing login information at the time of each update.
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On the other hand, if if you have double everything because everything is duplicated at the transaction level, this might be harder to fix. Instructions to Download 401k/457 Plan Information to Quicken. Once the register is showing only transactions for that security, Select All and Delete them. Go to the transaction register for the 401k and do a search (click the magnifying glass to restrict the search to Security/Payee or Symbol field) and enter the exact security name or symbol of the bad one (which should be different than the good one). Are the "2 of every security" actually two different but very similar securities? IOW, if you open Window > Securities, do they both appear separately in the list? If so, it should be easy to get rid of the bad one.
