Whenever I update quote information, Quicken duplicates some of my securities.
Bernardo Sacchini
Member ✭✭
Hello,
Everytime I download the quotes for securities. Quicken duplicates some of my securities. After de update process, I end up with my original security where all the historical transaction data is store but the CUSIP number is now blank. And also I end up with a new identical security (but with a " 1" at the end of the name) that has de CUSIP number but no transactions.
I delete these newly created security everytime but it keeps popping up everytime I update. I originally had all my securities matched to online securities, they all had their CUSIP number (no some don't because of whats happening).
I have also try comparing the online center to my Quicken Account, but even though I have two identical securities, it says that QUicken Account and Brokerage Account are in agreement.
This had happened to me about 2 months ago for some securities and I actually changed the entire history to the newly created security by quicken, and erased my old security. It happened again.
I honestly don't know what else to try?
Please if anyone can help me,
Thanks
Everytime I download the quotes for securities. Quicken duplicates some of my securities. After de update process, I end up with my original security where all the historical transaction data is store but the CUSIP number is now blank. And also I end up with a new identical security (but with a " 1" at the end of the name) that has de CUSIP number but no transactions.
I delete these newly created security everytime but it keeps popping up everytime I update. I originally had all my securities matched to online securities, they all had their CUSIP number (no some don't because of whats happening).
I have also try comparing the online center to my Quicken Account, but even though I have two identical securities, it says that QUicken Account and Brokerage Account are in agreement.
This had happened to me about 2 months ago for some securities and I actually changed the entire history to the newly created security by quicken, and erased my old security. It happened again.
I honestly don't know what else to try?
Please if anyone can help me,
Thanks
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Best Answers
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The CUSIP is provided by your financial institution.
If you haven't already, I suggest you edit the any transactions referencing the duplicate securities to use the original securities, delete the duplicate securities, edit the original securities and uncheck Matched to online security. The next time Quicken evaluates the holdings from the financial institution, you should be prompted to match the securities provided by the financial institution and be able to select the appropriate securities in the Quicken file.5 -
ETFs are not market indexes. I suggest you set the Type: field of VNQI to Stock:
5
Answers
-
The CUSIP is provided by your financial institution.
If you haven't already, I suggest you edit the any transactions referencing the duplicate securities to use the original securities, delete the duplicate securities, edit the original securities and uncheck Matched to online security. The next time Quicken evaluates the holdings from the financial institution, you should be prompted to match the securities provided by the financial institution and be able to select the appropriate securities in the Quicken file.5 -
Thanks.
I erased the duplicated securities. Then went to the original securities, but in all of them the "Matched to online security" box is grayed out - see image below.
Any other suggestions?0 -
ETFs are not market indexes. I suggest you set the Type: field of VNQI to Stock:
5
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