How can I bulk change a security's ticker in one of my accounts?

I maintain several brokerage investment accounts in Quicken. In one account, my money market transactions were assigned to an incorrect ticker. Is there a way to bulk change all of my money market transactions to use a different ticker (security). Basically, I would like to avoid moving transactions out of one ticker and into another ticker and showing all those added transactions in my account.

Best Answer


  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Changing the ticker would be done at the Security level ... not the Transaction level.
    SO, do TOOLS, Security List, double click the security and click EDIT Security Details.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Thank you. My attempt to update the ticker to a new ticker (and respond with "default" to the popup message accomplished nothing. Perhaps it is because quicken is already using the new ticker value.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    Any and all Securities should be listed in that .... Tools --> Security List -
    Quicken Subscription - Windows 10
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