How to change a stock name after company re-brands

venny
venny Quicken Windows Subscription Member
edited June 2021 in Investing (Windows)
I've looked on Q help and don't see how to change the name of a company/stock after they've re-branded.

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    If ALL that changed was the name, just EDIT the security and change it.  CTRL-Y, click on the security name and click the EDIT button to the far right.

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

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Through the Enter Transactions button, there is a "Corporate Name Change" selection.  It will make the name change and enter a Reminder transaction telling you when that happened.
    Or you can simply edit the Name of the security and create your own reminder if you choose too.  Same effect.  
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    @q_lurker I didn't think that Corp Name Change was available in all product levels ... and the OP didn't specify which Q product is being run.

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

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    @NotACPA. I believe it comes with anything that supports investments — Deluxe or higher. 

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