Merging securities

Yves Beaupré
Yves Beaupré Member ✭✭

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



  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    more details about what you have - and what you want to do -

    QWin - R54.16 - Win10

  • 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.

    -Quicken Jasmine

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  • 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.

  • Ben
    Ben Member ✭✭✭
    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.
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