Creating new security in Quicken 2019
I am trying to create a new security for my portfolio. It is for a mutual fund that has the same name and symbol as another fund that exists except this has my wife's name attached to the name of the fund instead of mine. My name is attached to the other fund already listed. When I try to create the security, it keeps resorting back to fund that's in my name and won't let me create the new one in my wife's name. I have many other securities with the same name and symbol with different names attached (my name vs. my wife's name) which I recently imported from Quicken 2007. Quicken 2019 will not let me create similar securities. What am I doing wrong or how do I get around this problem?