Merge Option for Identical Listings for Same Security

Bob Stanis
Bob Stanis Member ✭✭✭
edited December 2025 in Investments

Please add a Merge Option for Identical Listings for Same Security. Quicken for Mac has this, why not all versions? I have a recollection that the Windows version used to have it. This should't be terribly difficult, especially since the code already exists for one version.

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

    I think that you're saying that you've created what is in reality the same security as 2, or more, different securities. Is that correct?

    If so, why can't you do a 1:1 Corporate Acquisition by one of those securities of the other(s)?

    Do those these securities have the same symbol? If so, you MIGHT have to change the symbol of a "to-be acquired" security before doing the acquisition.

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

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    My recommendation for currently addressing that type of problem within Quicken for Windows.

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