How to move change a security symbol to cusip

Question

I must have entered a symbol, not cusip when I entered the bond purchase.   How do I change it.   Need to correct to track bond price history.

Frankx · Answer

Hi @TBoyd,

First, I suggest that you enter the bond information in Quicken.

1) Go to > Security List (Ctrl+L) and click on the "Add Security" button at the page bottom.
2) In the pop-up window, click on the "Click here" link at the bottom;
3) In the new window fill-in the relevant data - making sure that the "Security type" is set to "Bond" and click Next;
4) In the next window - complete the additional information on the bond and click "Done".

Then, you just need to enter the bond purchase date, cost and other relevant data.

As a final step, I suggest that you delete the incorrect entries that you made as you noted in your post above.

Let me know how that goes, or you have any questions.

Frankx