how do i merge two securities Quicken 2017 windows

ahlorenz Member
edited September 2018 in Investing (Windows)
Have same ticker number but typed in differently want to merge into one security


  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited September 2018

    If you only hold 1 or 2 lots of "incorrect name", edit each transaction individually and change the name.
    Otherwise ...

    After creating a backup of your Quicken data file go into the investment account register.
    Click Enter Transactions and select "Corporate Acquisition"
    "Company acquired" is the incorrect security name, "Acquiring company" is the correct name.
    "New shares issued" is the exact number of shares you hold in the incorrect security name.

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