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Posted by Bob L. on November 1, 2006, 9:43 am
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Quicken won't let you change pfizer* to pfizer because you can't have
two separate securities of the same name, i.e. pfizer. Only thing you
can do is to change each transaction manually, i.e. Unfortunately
there's no "global find and replace" for security names that I know of.
If you have a lot of them I find it easier to copy the name you want
into the windows clipboard by selecting the security name you want in a
transaction and hitting CTRL C. This puts it on the clipboard. Then go
to each of the transactions with the security name you want to change,
select the security name, and hit CTRL V to replace it with the new
name. (You need "Edit, Preferences, Set up" set to "windows Standard"
for "keyboard mapping" for these keys to work).
HTH
Bob L.
oldgrey wrote:
> I have a security entered in my file with two different names. For
> example I have Pfizer in a brokerage account with the text name
> Pfizer. I have the same security in my IRA as Pfizer*. This was done
> years ago. I would like to have only a single name Pfizer. Does
> anyone know how to change the name so that only Pfizer shows in both
> accounts. Today when I tried to drop the * from the Pfizer name in the
> IRA Quicken would not allow the change. Anyone know how to do this?
>
> Please respond with detailed instructions.
>
> Thanks.
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