Investment Holdings Incorrect After Download

Options
Quicken Windows 2017 Member ✭✭
edited March 2020 in Investing (Windows)
How do I change a muni bond's name and replace it with a muni bond that is actually listed on my brokerage site, instead of one that I sold long ago?

[edited for readability]

Comments

  • Quicken Windows Subscription SuperUser, Windows Beta Beta
    Uncheck the "matched with online security" box in security details. Then when next prompted (either immediately or at next OSU) with window to match to an existing holding or make it a new holding, select NO (new holding). You can then change the individual transaction(s) assigned to the wrong bond to the correct bond.
This discussion has been closed.

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Quick Links

Categories