how can i edit the security list?

leonard kearney

i have two general motors bonds (one matured) the cuspid on both is incorrect. can this be updated?

NotACPA

You can't edit the CUSIP, there's no ability in Q to do so.

The most that you can try is to UNMactch the security from online, blank out the symbol and try re-matching it.

leonard kearney

how do i UNMATCH? delete the transaction and re-enter?

seems I would have to delete both securities from the security list,, then re-add with the correct cuspid, correct? then re-add transactions…

Bob_L

Go to the security detail view for the security, and uncheck "matched with online security".

Jim_Harman

Clarification: From the Security Detail view, click on Edit Details. That is where the "Matched with online security" checkbox is located.

Quicken Kristina

Hello @leonard kearney,

To illustrate, once you get to the Security Detail view (which you can access by going to Tools>Security List and clicking on the security), you will want to click the Edit Details button.

That will bring up the Edit Security Details window. Near the lower left, you will see the "Matched with online security" checkbox that @Jim_Harman is referring to.

I hope this helps!

leonard kearney

thanks,, do i then re-match it to the correct security?

Bob_L

You can rematch the secuity via Tools Online Center. Choose the holdings tab and then hit compare to portolio. That should give you a prompt to match the security