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Quicken Classic for Windows
Investing (Windows)
Bond Description Changes
greenishade
Schwab changed the description of several of my bonds which causes my downloads from Schwab to show "unidenified security" in the transaction list and a mismatch in my holdings when I use the reconcile shares feature. What is the best way to correct this without losing my basis information and price history? I really wish quicken would track investments by the symbol instead of the long description.
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NotACPA
Q doesn't use the long description OR the symbol. It uses the CUSIP. Did that change?
AND, what Q product are you running? What BUILD of Q? Do HELP, About Quicken for this last piece of info.
greenishade
I'm using the 2019 version build 27.1.21.17. Thanks
NotACPA
greenishade
said:
I'm using the 2019 version build 27.1.21.17. Thanks
BUT, right next to the red Q logo ... what Q product are you running?
And, you didn't answer about the CUSIP. That info should be on your brokerage statement, if it's not on Chuck's website.
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