
The first time I tried to do this, I was confused and pressed Cancel because I didn't think "Use as Symbol" would let me have a blank security symbol, which is what I thought I wanted. What wasn't;'t clear to me is that I could use a dummy symbol, but not leave the symbol blank. So the correct thing to do is to press the "Use as Symbol" button, which will result in Quicken using the entire security name as the symbol. (In this example, "My Personal Pet Stock" becomes both the name of the security and the Symbol). Or when entering the security, you can enter something you want — such as "PRIVATE XYZ" -- as long as it doesn't correspond to any real-world security symbol.