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Two funds with same symbol with different names in Q

What is best way to adjust?

Comments

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2020
    Need some more clarification or details -
    Are there TWO entries in the Security List ?
    Quicken 2020 Deluxe - Subscription - Windows 10
  • John Bennett
    John Bennett Member ✭✭
    Yes, tried changing symbols for each but names are still the same
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited February 2020
    Still awaiting the response to ps56k's question.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • volvogirl
    volvogirl SuperUser ✭✭✭✭
    What are you trying to accomplish?  Do you want them to have the same name and symbol?  Or different names and different symbols?  

    I have the same fund listed with different security names and use the same symbol so that's ok.  It's not really proper but I setup the the same fund in different accounts and gave them different names a long time ago. So the same fund is scattered around.  like I have Vanguard GNMA listed as
    VG GNMA and
    VG GNMA IRA Husband and
    VG GNMA IRA Wife.

    Listed In 3 different accounts and 3 different Security names but all have the same symbol.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited February 2020
    volvogirl said:
    What are you trying to accomplish?
    Listed In 3 different accounts and 3 different Security names but all have the same symbol.
    As mentioned - You can make the "name" anything you want.... it's just text...
    BUT the "symbol" is the key and must be unique.
    Also as mentioned above - you can have the same "security" in one or several or all of your account....   like AAPL or AMZN or VTSAX

    Quicken 2020 Deluxe - Subscription - Windows 10
This discussion has been closed.