Hello - running Classic on Windows. Probably have 100+ individual investment holdings over multiple accounts mostly Schwab. A good number of them are specific preferred issues for which I made more specific/distinguishing names when they were first downloaded into Quicken.
I think it was June when the Quicken downloading method was changed and first created the Securities Comparison Mismatch error screen to come up across multiple accounts, where each security now in error was listed twice, once under the original name I gave it, and then again with the "standard" name. One typically has a negative # of shares and value, while the other has a positive. I've been trying to, in effect, merge each of those two paired listings back into one so I don't lose the whole history of each…but it's a daunting list to look at (possibly 30 - 45 different pairs) and I haven't figured out how to do it with any single pair yet. Attaching screenshot of an account that luckily just happens to have one mismatch, but other accounts have so many more to deal with.
It's getting more confusing as dividends/distributions add up. So I've just been cancelling the error message the last few months and finally taking the time to ask. Willing to do some manual work for sure if there's a way to merge, but would settle if necessary for a way that doesn't retain the original purchase history and dividend reinvestments etc that happened before the June 2025 update that created the mismatch. Thank you.
