Adding CUSIP for bonds

Howard Osharow
Howard Osharow Member ✭✭✭
edited January 5 in Investing (Windows)

I added several corporate bonds to my portfolio many years ago. When I entered them into Quicken I left the Symbol input blank as I did not have the CUSIP numbers. Now I am trying to go back into the security information and add the CUSIP numbers but the Symbol input area is grayed out. I cannot for the life of me figure out how to add the CUSIP. Any help would be appreciated.

Best Answer

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    • Edit the security details
    • Change the Security Type from Bond to most anything else (Stock for example)
    • Enter the desired ticker (CUSIP is fine)
    • Change the Type back to Bond
    • Click the OK button

Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    • Edit the security details
    • Change the Security Type from Bond to most anything else (Stock for example)
    • Enter the desired ticker (CUSIP is fine)
    • Change the Type back to Bond
    • Click the OK button
  • Howard Osharow
    Howard Osharow Member ✭✭✭

    That worked! Thank you!

This discussion has been closed.

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