how can i edit the security list?

leonard kearney
leonard kearney Member ✭✭✭
edited September 19 in Investing (Windows)

i have two general motors bonds (one matured) the cuspid on both is incorrect. can this be updated?

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can't edit the CUSIP, there's no ability in Q to do so.

    The most that you can try is to UNMactch the security from online, blank out the symbol and try re-matching it.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • leonard kearney
    leonard kearney Member ✭✭✭

    how do i UNMATCH? delete the transaction and re-enter?

    seems I would have to delete both securities from the security list,, then re-add with the correct cuspid, correct? then re-add transactions…

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 5

    Go to the security detail view for the security, and uncheck "matched with online security".

    Quicken Business & Personal Subscription, Windows 11 Pro

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Clarification: From the Security Detail view, click on Edit Details. That is where the "Matched with online security" checkbox is located.

    QWin Premier subscription
  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @leonard kearney,

    To illustrate, once you get to the Security Detail view (which you can access by going to Tools>Security List and clicking on the security), you will want to click the Edit Details button.

    Screenshot 2025-08-05 at 3.38.33 PM.png

    That will bring up the Edit Security Details window. Near the lower left, you will see the "Matched with online security" checkbox that @Jim_Harman is referring to.

    Screenshot 2025-08-05 at 3.39.11 PM.png

    I hope this helps!

    Quicken Kristina

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  • leonard kearney
    leonard kearney Member ✭✭✭

    thanks,, do i then re-match it to the correct security?

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You can rematch the secuity via Tools Online Center. Choose the holdings tab and then hit compare to portolio. That should give you a prompt to match the security

    Quicken Business & Personal Subscription, Windows 11 Pro

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