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Quicken for Windows
Investment Holdings Incorrect After Download
edited March 27
How do I change a muni bond's name and replace it with a muni bond that is actually listed on my brokerage site, instead of one that I sold long ago?
[edited for readability]
Uncheck the "matched with online security" box in security details. Then when next prompted (either immediately or at next OSU) with window to match to an existing holding or make it a new holding, select NO (new holding). You can then change the individual transaction(s) assigned to the wrong bond to the correct bond.