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How do I fix this?

Perry Smith

I believe things were fine until this morning when I downloaded any updates. It appears as if Fidelity changed the name of the fund and that has confused Quicken. I could do Add shares and Remove shares but that would clobber the history of all my previous buys and sells. I tried changing the name but it says I can't have duplicate names and I'm not sure that would really solve my problem either.

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Accepted answers

John_in_NC

Merge the securities-same fund being presented with a different name.

Go into the Securities list (Window menu) and locate the new fund. You will likely have to change it to the same type as your old fund which I suspect is a mutual fund. Save.

Then, select the old and new names in the list, and click on Merge Securities at the bottom of the window. Repeat for each, and you should be good to go without losing your cost basis, history, etc.

All comments

John_in_NC

Merge the securities-same fund being presented with a different name.

Go into the Securities list (Window menu) and locate the new fund. You will likely have to change it to the same type as your old fund which I suspect is a mutual fund. Save.

Then, select the old and new names in the list, and click on Merge Securities at the bottom of the window. Repeat for each, and you should be good to go without losing your cost basis, history, etc.

Perry Smith

https://community.quicken.com/discussion/comment/20510551#Comment_20510551

It worked with one but the other claims to be an Index ??? and when I try to merge it, I get "Index securities can’t be merged.". Can I just change it to a mutual fund?

John_in_NC

Mutual fund is what you want for both (OXL6) as this appears to be an index mutual fund you are holding.

Jon

INDEX is for actual stock indexes like the DJIA or the S&P500. An index mutual fund should be classified as a mutual fund.