How do I change the security name on an existing transaction?

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debizen
debizen Member ✭✭
in Investing (Windows)
Running Quicken Premier R36.23 on Windows 10
I'm not able to change the security name in an existing transaction. The name is greyed out.

Answers

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
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    Is the ACCOUNT set up as a single mutual fund account that can hold only one security?  If so, then all transactions in that account must refer to the same security.  Is that the case?  Is that what you need?  Is that what you want?

    You can change that setting through the Account Details screen.  

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