The securities name is the same for 3 different ID numbers and thus I cannot download the other two.

Brian Shields
Brian Shields Member
edited March 22 in All Things Canadian (Mac)
How do I rename the other securities to get around this?

Answers

  • Brian Shields
    Brian Shields Member
    Securities have the same name but 3 different ID codes. Thus will not let me load. How do I get around this??
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited March 22
    What do you mean by "ID numbers"?  Is that the CUSIP, the Symbol, or what?
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Brian Shields
    Brian Shields Member
    The investment is called IG Investment Management Ltd IGI797. The listing shows as IG Investment Management Ltd and then the ID number comes up as Mutual:IGI797. When I try to enter a new Mutual:IGI288 since the name is the same it will not upload.
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    edited March 22
    Hi @Brian Shields

    When I use the "Add Security to Quicken" feature from "Security List, searching on the full name, it shows 5 securities -per this Snip:


    But none of those numbers seem to match the ones that you are trying to setup.

    If I search on "MUTUAL:IGI", it shows 5 securities -per this Snip:

    I would suggest that you review materials you may have received regarding these investments to see if you can sort out which one(s) (from these two lists) might actually be the ones you hold.

    Frankx

                      Quicken H&B-Subscription Ver. 34.24 - Windows 10-Home Version
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  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    @Brian Shields

    I just realized that you are using the Canadian Mac version.  Honestly, I don't know whether Quicken's security lists (i.e. the databases) are consistent between our to countries, let alone between Windows (me) and Mac (you).  I apologize, if these factors make a difference (and I strongly suspect that they do).

    Frankx

                      Quicken H&B-Subscription Ver. 34.24 - Windows 10-Home Version
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • Brian Shields
    Brian Shields Member
    So here is a screen shot, As soon as I enter this it says that "Duplicate name" as the "name" does not put the code at the end. My previous entry was as I noted but the code was different. I have 4 of these darn changes. Do I have to enter them all manually???
  • Brian Shields
    Brian Shields Member
    Yes - that is a very good thought I have come across this problem before. Any thoughts on how to check this out??.
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