Can I globally change the security name

Using subscription Quicken with latest update on my Windows X desktop.
In my investment account I have been individually changing the SECURITY name in its register column. Is there a way that I can rename all similar names to a new name. As an example, my securities typically have numbers for names/id. eg. "(9999776)" and I wish to add an identifier to the number like "(9999776) CASH". In categories under my checking accounts there is a merge function which will globally merge one category into another, changing them all to the new category. I would like to do this with the SECURITIES column in my investment register.
Thank you
Quicken user since DOS 1.1 (1983)


  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    edited June 2021
    What kind of securities are these ?
    If you go to the menu --> Tools --> Security List - you can see all your defined securites.
    Just click to see the various details... click --> Edit Details

    QWin - R54.16 - Win10

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