Need Help with Change of Ticker in Quicken

Flux
Flux Quicken Windows Subscription Member ✭✭✭
in Registers & Transactions (Windows)

One of my company stocks just changed their ticker on the NASDAQ…so basically as a generic example, going from XXXX to YYYY.

How would I manually log this change of Ticker Symbol for my share holding in my register? The register is an IRA account at Schwab in Quicken. I am running Quicken Home & Business.

Thank You!

Answers

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

    Most simplistically, this just an edit Security Details and changing the ticker there. The program will ask you about a) transferring the price history to the new ticker (normally a yes) and and b) deleting the prices associated with the old ticker (defaults to no but I usually opt for yes these days).

    You probably should back up the file first since you are unfamiliar with the process. That’s a just in case step.

  • Flux
    Flux Quicken Windows Subscription Member ✭✭✭

    @q_lurker Thank you for the response. Could you please provide the correct procedure to "edit Security Details"? Where would I access that function? Within the register itself or somewhere in the menu bar?

    Thank you.

  • Flux
    Flux Quicken Windows Subscription Member ✭✭✭

    @q_lurker Hi again. Quick follow up…I found that function under the gear menu in the top right of the registry :

    Register Gear Menu > Securities List

    And then edited the ticker there per your instructions. This seemed to have worked well. I checked off yes to the price history and left the delete box unchecked. It seemed to work well.

    Thank you very much for your guidance!

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