user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 22H2
Ticker Symbols Instead of Description
edited April 2022 in Investing (Windows)
Is there a way to show ticker symbols in addition to the description (name) of the stock? I am always having to try to figure out where the ticker symbol is instead of having to readily available in the register.
There's no column in the Holdings view that shows the ticker, but if you put your mouse pointer over a security's name in the Holdings view, the ticker symbol is visible.
You can display the ticker symbols in the Investing > Portfolio views by adding the Ticker Symbol field to the view.
I agree the missing symbols are a problem elsewhere in Quicken. What I have done is to edit the Security names so they begin with the Ticker symbol, like GE-General Electric.
Changing the names should not cause any problems. Quicken uses the Symbols for quote downloading and the CUSIP number to match to downloaded transactions.QWin Premier subscription1
If you select Options to the right, you should see Customize current view.
Then select this and many more options.
To view the ticker symbol of a security used in a transaction in the register, select the security in the transaction and click on the pull-down menu icon that should appear to the right of the securities name.0
There is a related Idea post here
QWin Premier subscription0
Let's not forget that there's a toggle switch available in the Customize Current View (see image above):
When enabled, this will show only the Ticker Symbol in the Name column, instead of the Security Name.
- [_] Show symbols in Name column
It will not show both ... but then again, you add the Ticker column to the view and you have both.0
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