Merging Securities

thoward1042
thoward1042 Quicken Canada Other Member
edited November 2023 in All Things Canadian (Windows)

How do I merge 2 securities. Horizon S&P 500 with the Symbol HXS is in my list but also at some point I entered Horizons S&P 500 also with the symbol HXS. They are the same ETF but I spelled one with an "s" the other not.

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    How about a 1:1 Corporate Acquisition?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I would edit each of the transactions that referenced the less desirable name to instead use the more desirable name. One by one, manual edit process. Make use of the copy capability.

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭

    just to clarify - in the Security List, do you have TWO securities listed or just ONE ?

This discussion has been closed.

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