QWIn 2017 Deluxe: investment name change

Unknown
Unknown Member
edited October 2018 in Investing (Windows)
How do you change the name of a security after it has been used for years with the incorrect name? Quicken for Windows Deluxe 2017?

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    How about a simple TOOLS, Security List, click the security name, click Edit Security Details ... and change the name?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Unknown
    Unknown Member
    edited April 2017
    I have tried that, but I will try again.  The difference seems to be in the 3rd letter position of the name.  I have used 
    Vanguard Index 500 vs 500 Index. The message says you have already had transactions under the old name (in so many words).
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    OH, so you've got the fund under BOTH names, correct and incorrect?  That's different from what you originally asked.

    In that case, go into your account that holds the wrong name, and use Enter Transactions to do a Corporate Acquisition at a ration of 1:1

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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