security symbol

wjrpjrwjrpjr Member
edited January 22 in Investing (Windows)
Lead with symbol then name in the drop down security list within the "Enter Transaction" dialog box.  Names of funds, stocks, etc getting very similar, especially same fund with multiple investment classes, finding correct fund by name alone very difficult.  Symbol is short and unique identifier.

Comments

  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    edited January 15
    What version of Quicken do you have?

    In QWin 2019 the selection list already starts with the symbol and you can type either the symbol or the name rather than picking from the list. It is like a "contains" search.
    -- Jim QWin Premier subscription
  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited January 15
    And you have an older version, you can edit the security name to include the symbol.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
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