Incorrect stock download

Options
Unknown
Unknown Member
edited October 2018 in Investing (Windows)
I bought a bank bond in my brokerage account. In the download to Quicken 2016, I accepted the suggested name. Unfortunately, I already owned the bank stock. Now both are downloaded together under the same name. 50 shares of stock +1000 bond = 1050 shares. How do I separate the bond and stock so in the future the download is correct. Thanks

Comments

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited October 2018
    Options
    You need to give them different names, and different trading symbols.

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

  • Unknown
    Unknown Member
    edited October 2018
    Options
    how do I do that; I do not know what the bond trading symbol is
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    edited March 2017
    Options
    dav said:

    how do I do that; I do not know what the bond trading symbol is

    TOOLS, Security List.  See if there are 2 separate securities listed ... 1 for the stock and 1 for the bond.
    Click on the Stock security name, and record what settings you've got there.
    Click on the bond security name, and change the settings there.

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

This discussion has been closed.

Categories