Change the name of investment funds

jpreine
jpreine Quicken Windows 2017 Member ✭✭
edited October 2024 in Investing (Windows)

Given the recent acquisition of Credit Suisse by UBS, I need to change the name of a few investment funds in Quicken. Is the easiest way to do this to just change the name of security via "edit security list" option?

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Best Answer

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Yes, exactly. I did that myself for some Credit Suisse ETNs I have.

    Quicken Windows user since 1993.

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    Yes, exactly. I did that myself for some Credit Suisse ETNs I have.

    Quicken Windows user since 1993.

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