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Updating Security Names Based on Tickers

eqpu
eqpu Member ✭✭✭
Hi,

I am using Quicken 2012 Premier to manually add all transactions including Security, Accounts, Price Updates etc.

I update the prices when I need to from a CSV file where I store the Ticker and the Prices.

However, over the years some of the company names have changed due to Mergers, Acquistions, Change of Name etc.

I have a list of new names along with Ticker in Excel which I can export to CSV.

Is there any way to update the security name in Quicken based on Ticker from CSV file ?

Thanking in advance,

Regards,
Quicken 2012 Premier on Windows 10 (Quicken User since Quicken 1998)

Best Answer

Answers

  • eqpu
    eqpu Member ✭✭✭
    Thanks.

    I will edit directly as it is safer too I guess in this case. One time work.
    Quicken 2012 Premier on Windows 10 (Quicken User since Quicken 1998)
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