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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 ✭✭✭✭✭
    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 -

    QWin Deluxe Subscription - sticking with R47.15 - Win10

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