Q 2017 for MAC - Change ticker

Unknown

Q 2017 for MAC - Have just converted and I have bond mutual fund TEGBX and it's incorrectly in as bond and TEXBX.  How do change the to correct ticker, TEGBX?

cneal

In the top menu. Window -> Securities then select the security.

I qould strongle suggest creating a backup before making major changes like this. 

Unknown

This appears to be a partial response?  After selecting Securities and then what ?

cneal

Scroll down the list and select the security. Double click and a dialog pops up with the information on the security. One of the fields is the ticker symbol.

Unknown

cneal said:

Scroll down the list and select the security. Double click and a dialog pops up with the information on the security. One of the fields is the ticker symbol.

Just a note. When you enter the correct stock symbol, Quicken shows you the matching funds name. If you click on that funds name, it may change the name you have for that fund. This may be a good or bad thing for you.

Unknown

cneal said:

Scroll down the list and select the security. Double click and a dialog pops up with the information on the security. One of the fields is the ticker symbol.

There appears to be no way to change an incorrectly labelled Bond MF from Bond Type to Mutual Fund Type in Quicken Mac 2017.  Mine has the correct Symbol but incorrect Type.  I need to change it to Type: Mutual Fund.  it screws up the Portfolio views.

Stephen Jung

cneal said:

Scroll down the list and select the security. Double click and a dialog pops up with the information on the security. One of the fields is the ticker symbol.

I have that problem too. The drop down menu has mutual fund listed, but grayed out.

Unknown

cneal said:

Scroll down the list and select the security. Double click and a dialog pops up with the information on the security. One of the fields is the ticker symbol.

I figured this one out for the MAC. 
1 - click on one of the Accounts. It doesn't matter which one
2 - click on Window in the top menu bar (far right next to Help)
3 - select Securities
4 - scroll through to find the Security you want to edit
5 - double-click to open the Security record to edit