-
Re: Will merging security "XYZ (401k)" with security "XYZ" cause any problems?
1. Why did, or still does, Quicken at (401K) to the end of a security name that is created within the 401k account type? To my knowledge, Quicken never did force that implementation, that is add the …1 -
Re: Fidelity - Security with same symbol appears with different names in retirement accounts
There can be a variety of issues here. Frankly, if it were me, I'd take on the task of "manually changing the names for hundreds of transactions over the years" and then deleting the n…1 -
Re: Investment Account with Many Transactions - Poor Performance
I consider user preference. I suspect your older post reference refers to one of mine. My procedure predates the existence of the Quicken-programmed ‘archive’ process. I last used my process 1/1/21, …1 -
Re: Merrill security rename issue
As I would approach this: Make sure you have both the common and the preferred securities existing in the Quicken file. The two names must be unique but do not need to match identically with the brok…1 -
Re: Fidelity mutual fund merger has me confused how to enter into QWin
@Chris_QPW … Quicken tracks securities by CUSIP and as such the name isn't "important" (side note importing securities in QIF is by security name, and by CUSIP with QFX), but can certa…1
