Updating Security Names Based on Tickers
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eqpu
Member ✭✭✭✭
Hi,
I am using Quicken 2012 Premier to manually add all transactions including Security, Accounts, Price Updates etc.
I update the prices when I need to from a CSV file where I store the Ticker and the Prices.
However, over the years some of the company names have changed due to Mergers, Acquistions, Change of Name etc.
I have a list of new names along with Ticker in Excel which I can export to CSV.
Is there any way to update the security name in Quicken based on Ticker from CSV file ?
Thanking in advance,
Regards,
I am using Quicken 2012 Premier to manually add all transactions including Security, Accounts, Price Updates etc.
I update the prices when I need to from a CSV file where I store the Ticker and the Prices.
However, over the years some of the company names have changed due to Mergers, Acquistions, Change of Name etc.
I have a list of new names along with Ticker in Excel which I can export to CSV.
Is there any way to update the security name in Quicken based on Ticker from CSV file ?
Thanking in advance,
Regards,
Quicken 2012 Premier on Windows 11 Pro (Quicken User since Quicken 1998)
0
Best Answer
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No ... but why can't you just edit the current security in Q and change the name there?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP5
Answers
-
No ... but why can't you just edit the current security in Q and change the name there?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP5 -
Thanks.
I will edit directly as it is safer too I guess in this case. One time work.Quicken 2012 Premier on Windows 11 Pro (Quicken User since Quicken 1998)
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