How to add a Cusip to a bond when not entered w/the bond purchase. Need to track prices.

TBoyd
TBoyd Quicken Windows Subscription Member
edited December 2022 in Investing (Windows)
I failed to enter the cusip when I entered the bond purchase and want to track daily price history. How do I add it?

Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Edit Security Details.
    Change Security Type to something other than Bond.
    Change the ticker / symbol as desired.
    Accept the Merge prices option.  Accept or decline the delete prices option.
    Change type back to bond. 

    I don’t believe using the CUSIP will have any difference on daily pricing of the bonds. 
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