Combining security for CDs
MACHELP
Member ✭✭
I have several cds. Since no cost basis .. I'd like to download all into one security. This way when I pull tax report I can show the total value for my entire account vs. each cd. I thought renaming payee but that does not seem to work in investments. I was going to rename on security list but then it told me duplicate. So I don't think a way to do vs. manual ?
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Best Answer
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Have you tried to merge rather than rename the securities in the Securities window? (Select two or more securities and click the Merge button at the bottom of the window.)
This instruction is for Quicken Subscription Mac. If you are using an earlier version, the Merge function may not be present.
Quicken Mac Subscription; Quicken Mac user since the early 90s6
Answers
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Have you tried to merge rather than rename the securities in the Securities window? (Select two or more securities and click the Merge button at the bottom of the window.)
This instruction is for Quicken Subscription Mac. If you are using an earlier version, the Merge function may not be present.
Quicken Mac Subscription; Quicken Mac user since the early 90s6
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