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Quicken 2015 for Windows downloaded a corporate bond purchase as a stock purchase how do I fix it

UnknownUnknown Member
edited September 2018 in Investing (Windows)
When I downloaded the information for a new Morgan Stanley account which contains about 12 corporate bonds, 10 of them downloaded correctly but two downloaded as stock purchases instead of bonds.  I tried to manually change it from stock purchase to bond purchase but it doesn't save.  Any ideas how to correct this

Comments

  • UKRUKR SuperUser ✭✭✭✭✭
    edited September 2018
    If you look in your Security List for these 2 securities ... what is the Type? Stock or Bond?
  • UnknownUnknown Member
    edited October 2016
    Stock, I'm thinking I need to delete the transactions and enter them manually. Just strange to me it did this. They are definitely bonds at the brokerage
  • UKRUKR SuperUser ✭✭✭✭✭
    edited September 2018
    1) Change your security entries to Type = Bond for these two securities.
    2) You may have to delete and reenter the purchase transactions for these two if change (1) didn't change the purchase transactions for you.
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