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Level 2
posted Feb 15, 2021 12:09:42 PM

How can I reverse erroneous investment income information loaded from my bank?

I went ahead and "accepted" Dividend and Cap Gains info from my bank for IMPORT, and now have received a revised set of data. How can I easily back out the old and re-enter?

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2 Replies
Expert Alumni
Feb 15, 2021 1:56:40 PM

Here is information that will aid you in deleting the original import:

 

Delete Imported Data

Level 2
Feb 17, 2021 2:47:29 PM

I knew I could manually back out data, BUT this is a royal PITB, and given have a LOT of odd stuff, did not want to miss some smaller thing. I DO see where your desktop app version lets you reverse, which would be far preferable...