Security Name Changes
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.
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