I have 2 investment accounts with the same name but different stock/fund symbol. How to use??

brianjshields
brianjshields Member ✭✭
in Investing (Mac)
I can see the two different funds with the symbols but Quicken will not let me use the second one because it is named "the same". I cannot add a symbol to the name of the first fund or the second fund to make them different. eg MUTUAL:IGI840 or MUTUAL:IGI321. They both give me the name "IG Investment Management Ltd"

Best Answer

  • brianjshields
    brianjshields Member ✭✭
    Answer ✓
    I think that I have got it working. Thanks for responding. Used the Ticker and then modified the description.

Answers

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta
    I am a bit confused by your posting:

    Where are your hardships occurring? In the Security list? 

    You mention being able to "see" the two different funds-where?

    Can you setup the securities individually using the ticker (assuming it is listed)?
  • brianjshields
    brianjshields Member ✭✭
    Answer ✓
    I think that I have got it working. Thanks for responding. Used the Ticker and then modified the description.
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