How to correct a mistake when telling Quicken that a new security is the same as an existing securit
When downloading from my brokerage, there was a security that prompted the pop up from Quicken asking if the security being downloaded is the same as an existing security. I clicked that the downloaded security was the same as an existing security, but it wasn't. The names were the same except for the class of security. The downloaded security was Schwab-D, but the existing security was Schwab (held in a separate account with the same brokerage). Obviously the two have different ticker symbols. When I realized the mistake, I manually added the Schwab-D security and went back to correct the transactions involving this security. When I did a comparison of Quicken holdings to broker holdings, it said there was a difference. The pop up box said there were xxx shares of Schwab-D in Quicken, and xxx shares of Schwab in broker. The shares are correct, but Quicken is wrong when it says that the shares in broker are Schwab. They are actually Schwab-D. I assume Quicken has the wrong name for the broker because I clicked during the download that the Schwab-D was Schwab. The pop up that shows the difference does not give an option that Quicken is correct. I can't click to rename because of the ticker symbols and if I just ignore, I will forever get the message about Quicken and Broker being out of balance. How do I get Quicken to realize that the shares are Schwab-D, not Schwab?
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