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Investment transaction lists can also contain special types of transactions that record only your position for a security (the number of shares you own). These are called placeholder entries.
Open the account you want to use.
In the investment account transaction list, select the transaction you want to change.
On the transaction toolbar, click Edit.
Use the form to change the information as necessary.
Notes
Alternatively, you can edit the transaction directly in the transaction list.
You can display the transaction list in two-line mode by editing the investment transaction list preferences.
Edit another type of transaction (in an account register)
If you make a mistake when entering a transaction, it's easy to enter edits and corrections.
Open the account that contains the transaction you need to edit.
In the account register, select the transaction you want to change.
Click in the fields you want to change and type or select new information.
Click Save to record the changes.
If you leave a transaction, change column sizes, or do other file operations before clicking Save, Quicken asks you to confirm any changes you made and then saves them. You can turn this reminder off by clearing the Before changing existing transactions check box in the Notify Preferences dialog.
Notes
Is there any part of an account register that I can't edit?
You can't edit the Balance or Amount columns.
If you need to change the balance during reconciliation, you must add a payment or deposit to make up the difference or have Quicken adjust the difference for you.
Certain restrictions also apply to editing online payments that have been sent for processing.
What if I need to restore a register transaction back to the way it was before I made my edit?
In the account register, select the transaction you want to change.
Either choose Edit menu > Transaction > Restore Transaction, or press the Esc key.
What should I keep in mind when editing a transaction?
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If the transaction you're changing is a transfer that was part of a split transaction, you can't change it from the account that received the transfer (the transfer to account). You need to go to the other account (the transfer from account) to make the edit.