How do I merge identical securities

Louise

Quicken for Windows 2015 Premier
Windows 10 - - anniversary update just installed, but this was going on before that
I have somehow created 2 identical securities.  I need to merge all transactions for these into ONE security.  This security does not download/update and I think it is because of the duplication.

UKR

Can you show me the entries in the Security List for these two securities? I may have a solution, but first I need to see what you've got.

The Windows Snipping
Tool (available with Windows 7 and up) can be used to capture a partial screen
image and save it to a file.

Please create image
files of type PNG, JPG or BMP only.

To attach the image
here, start composing your response. At the bottom of the text entry window
you'll see a row of icons beginning with B I U S

Click the camera
icon (not the video camera icon). It will allow you to select and upload the
captured image file from your computer. The captured image will be inserted at
wherever the cursor is located in the text.

Louise

volvogirl

Louise said:

Your intermediate term bond fund has different ticker symbols. If it is for the same fund the ticker needs to be the same.

Louise

Louise said:

THANKS so much

q_lurker

Louise said:

VBILX (admiral shares) are not the same fund as VBIIX (investor class shares. When you edit the security, you should see distinction in the name. You may want to shorten the name to make the difference more apparent.


So the deeper question is if you do own or have owned both of those secutities now or in prior times.

volvogirl

Louise said:

Yes, did all your shares get upgraded to Admiral?  Or just some?  Maybe you do have 2 different types of shares for it.

Louise

Louise said:

Thanks to all for pointing out the difference.  My vision is not good enough to see the difference in the I and the L.  Will have to work on why this is not downloading from a different angle.  MANY THANKS