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Changing the "Type" of a Security (Q Mac)

QuickPeter

I’d like to know if it is possible to change the “Type” of a Security.

Some years ago I created an account for a UK Government investment issued by HM Treasury and listed on the London Stock Exchange.
For some reason I classified this as a “Stock”.
I now feel that the correct classification should be “Bond”.

In Window/Securities when I click on the drop-down menu in “Type”, the “Bond” option is greyed-out. "Stock" is checked.

QuickPeter
Quicken for Mac 2017 Version 4.8.5 (Build 48.20176.100)

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Comments

jacobs

@QuickPeter, @RickO This change of security type apparently can be made in Quicken 2019, but not in Quicken 2017 which QuickPeter is running.

Like RickO, I checked my file, and in Quicken 2019 when I open a stock, none of the other types are grayed out...

Image: https://us.v-cdn.net/6031128/uploads/editor/bw/7idgzlofzvzr.png

... but when I do the same thing in Quicken 2017, I see that Bond, US Savings Bond, and Index are grayed out:

Image: https://us.v-cdn.net/6031128/uploads/editor/7i/aq0mbzfn48z5.png

QuickPeter

jacobs & RickO, thanks for checking this out for me.
I had better upgrade to Quicken 2019 then! Ha-ha.
Thanks for those great screen-shots jacobs, very reassuring.

I like to try the merging tip from RickO
Would you mind letting me know the basic steps to take to do that please?

QuickPeter

QuickPeter

RickO, thanks that's helpful and seems straightforward.

If the merge does not work as expected, can I "undo" it to get my original security account back i.e. the one incorrectly classified as "Stock"?

QuickPeter

jacobs

Make a backup copy of your data file before you try. The “undo” functionality in Quicken is pretty good, but I don’t know if you can undo a security merge.

QuickPeter

jacobs, oh dear!
When I pluck up the courage to try this, I will.
In the meantime, I think I'll just live with the security description anomaly.
Once again, thanks for your and RickO's advice.

QuickPeter