I have duplicates for about 20 securities!

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System
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in Investing (Windows)
This discussion was created from comments split from: Merging securities?.

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  • Think1
    Think1 Member ✭
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    I have duplicates for about 20 securities! Something happened in 2016 and I have 5 years of stock purchases before and after that time frame. I see there is an easy way to do this on a Mac (https://www.quicken.com/support/merge-securities-quicken-mac) and I am praying that there is a similar process on Windows! I appreciate any suggestions, thank you.
  • UKR
    UKR SuperUser ✭✭✭✭✭
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    For one of those security pairs, can you show me the Tools / Security List view showing those entries, please?
    That would help determine what needs to be done to fix this.
    Theoretically, I would try a Merger transaction (after creating a backup of your data file, of course), but there may be a different way to do this.

    Can you please capture one or more images of the parts of your Quicken window showing the issue, sensitive information blacked out as necessary to protect your privacy but annotated to describe the situation, and attach the image(s) here?
    https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows

    https://community.quicken.com/discussion/7663259/faq-how-do-i-post-a-screenshot-in-the-community-from-a-mac

    Please save images to files of file type PNG, JPG, or GIF only. They're easier to work with than PDF files.


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