Need Help with Change of Ticker in Quicken

Question

One of my company stocks just changed their ticker on the NASDAQ…so basically as a generic example, going from XXXX to YYYY.

How would I manually log this change of Ticker Symbol for my share holding in my register?  The register is an IRA account at Schwab in Quicken.  I am running Quicken Home & Business.

Thank You!

Flux · Answer

@q_lurker Hi again.  Quick follow up…I found that function under the gear menu in the top right of the registry :

Register Gear Menu > Securities List

And then edited the ticker there per your instructions.  This seemed to have worked well.  I checked off yes to the price history and left the delete box unchecked.  It seemed to work well.

Thank you very much for your guidance!

Flux · Answer

@q_lurker Thank you for the response.  Could you please provide the correct procedure to "edit Security Details"?  Where would I access that function?  Within the register itself or somewhere in the menu bar?

Thank you.

q_lurker · Answer

Most simplistically, this just an edit Security Details and changing the ticker there.  The program will ask you about a) transferring the price history to the new ticker (normally a yes) and and b) deleting the prices associated with the old ticker (defaults to no but I usually opt for yes these days).

You probably should back up the file first since you are unfamiliar with the process. That’s a just in case step.