Looks to me like if you right-click on the account name in the accounts list, you can then edit the name. But also, my security names seem to auto-populate from my traditional IRA, same as my SEP-IRA. Unless I'm not understanding what you mean by auto-populated; it auto-populates based on the first few letters I type.
From C. D. Bales:I can't speak for Q2018, but I can speak for earlier versions (and I suspect that the same holds true for Q2018): the designation of a Quicken account as an SEP IRA has nothing to do with whether the security name will be automatically populated when you enter transactions in the account."I have found no way to change the account from Traditional IRA to SEP IRA. Is there a way." No."Is there any way for the Security Name to be included automatically from the Account name?". No.To have Quicken automatically populate the security name in investment transactions when you enter them, the investment account must be a "Single Mutual Fund" account. You can give an investment account that characteristic when creating the account - or after the account has been created [see the Edit Account Details dialog for the account - you must do this before you have multiple securities in the account. Backup before attempting this after the account has been created.]Given the built-in restrictions on single mutual fund accounts, I personally would not recommend using a SMF account for so little benefit.[FYI: A 401k account can not be a Single Mutual Fund account.][The only reason you think your SEP account name was used to populate the security name when entering transactions in the account, is because you gave the SEP account the same name as the single security that it holds.]
