Security Name Changes

Geo H
Geo H Member ✭✭
I am manually updating Quicken for Mac with my IRA transactions. I recently had a security have its name changed. On my monthly Invest Report from my broker it shows all the shares being exhausted under one name and an equal amount being added to the new name. The Symbol remains the same. The report also shows a $0.00 amount for the two transactions. I used the "Remove Shares" and "Add Shares" transaction types but the Remove Shares showed an amount in the Invest Amount field. Can anyone steer me in the right direction.


  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @Geo H

    Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response.

    If you haven't done so already, please take a moment to review the steps and information available here.

    Please let me know how it goes!

    -Quicken Tyka
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