What’s the best way to handle preferred stock shares, as a stock or as a bond?

I currently have them entered as bonds, but the price doesn’t update. However, the stock symbol is not recognized. 


  • EdwardAS
    EdwardAS Member
    I’m asking about the best way to handle preferred shares

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    What stock?  And what symbol are you using? 
    Also, which QMac product are you running and what  BUILD of of that product?  Do Quicken, About Quicken for this info.
    And, no stock symbol will be recognized for a bond.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Gilles9
    Gilles9 Windows Beta, Mac Beta Beta
    You should enter as a stock
    Preferred shared have "tricky" symbols
    in Quicken go to Windows (tool bar) and Security
    and enter the name of the security, it should offer you the right symbol used by Quicken
  • miklk
    miklk SuperUser, Windows Beta Beta
    They are stocks but finding the ticker symbol for preferred can be tricky. Search internet for symbols and try different combinations such as t.p t-t etc... If you find the ticket it will track properly. 
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