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Is there a way to list ticker symbols with investment transactions and/or positions

George Carey

Ticker symbols can be found under the security list (investing/security list) and they seems to be reasonably accurate. But wouldn't it be really simple to adding that column to the identifying description of the transaction?

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Accepted answers

Sherlock

Have you considered posting your proposal to the Product Ideas - Quicken for Windows / Investments (Windows) category? This is where we propose and vote for investment enhancements we would like to see in the product.

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UKR

Using the Portfolio View, you can display ticker symbols instead of the security name. Just click the Customize button, then click to put a checkmark in "Show symbols in Name column".
Or, again in the Portfolio View, Customize the view to add the "Ticker Symbol" to the list of shown columns.

Sherlock

George Carey

yes, having a ticker symbol available at every listing make too much sense. Especially if you are being queried about whether the proposed stock is the correct stock.

Jim_Harman

Quicken uses the ticker and the CUSIP number to match your securities to downloaded data. You do not have to accept the downloaded names for your securities; you could give them short but unique names like "VTSAX - Vanguard TSM Adm" if you want.