How do I get QW 2018 to lookup Canadian preferredShares?

Best Answer
-
Quicken only likes 1 dot in the stock name. So you have to use dashes "-" for the preferred suffix. Also, it drops the "PR" suffix and just uses the issue letter e.g. "J"
Once you've typed it in completely, the lookup should work. It won't do a look up on a partial.
For the ones you've shown in your question:
TSE:BNS-I
TSE:RY-S
TSE:TRP-J
These should all work. I checked. Hope that helps.
6
Answers
-
Quicken only likes 1 dot in the stock name. So you have to use dashes "-" for the preferred suffix. Also, it drops the "PR" suffix and just uses the issue letter e.g. "J"
Once you've typed it in completely, the lookup should work. It won't do a look up on a partial.
For the ones you've shown in your question:
TSE:BNS-I
TSE:RY-S
TSE:TRP-J
These should all work. I checked. Hope that helps.
6 -
It works, awesome!Thanks for leading me through this very circuitous part of Quicken.0
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