Merging securities

Question

Hi,

How do I merge securities in Quicken Home & Business Canadian version?

Thanks

Ben · Answer

I'm looking to do the same thing... but in my case the older transactions were downloaded with a slightly different name than the newer transactions, even though they are the same security.

Yves Beaupré · Answer

Hi,

I have different investing account that use the same securities (same ticker) but have different descriptions depending on the account.

I wish to merge these different accounts name into the same description for the same ticker.

Thanks

Quicken Jasmine · Answer

Hello @Yves Beaupré,

Thank you for contacting the Quicken Community with this question.

Could you please provide more clarification regarding the accounts that you have and what you would like to do with them? What is the reason that you would like to merge them? Are you looking for a specific end result?

I am looking forward to hearing your response.