stock name change

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Subject Author Date stock name change Mel 10-12-2009  Re: stock name change John Pollard 10-12-2009  Re: stock name change Mel 10-13-2009  Re: stock name change John Pollard 10-13-2009  Re: stock name change Mel 10-13-2009  Re: stock name change JimH 10-13-2009  Re: stock name change John Pollard 10-13-2009  Re: stock name change Mel 10-15-2009
Posted by Mel on October 12, 2009, 8:22 pm Please log in for more thread options Quicken 2009 deluxe Under investing accounts I have E-trade. In e-trade I have stock X and its transactions and lot information. In e-trade I have stock Y and its transactions and lot information. In truth Y is a name change for X which did not involve any share/price changes, just name. Can someone tell me how to combine these two stocks so that the remaining name has all the holding/ price/ lot/ +/ +information. If it matters there are only a few lots under each name. Thank you SG Posted by John Pollard on October 12, 2009, 10:02 pm Please log in for more thread options Mel wrote: > Quicken 2009 deluxe > > Under investing accounts I have E-trade. > > In e-trade I have stock X and its transactions and lot information. > > In e-trade I have stock Y and its transactions and lot information. > > In truth Y is a name change for X which did not involve any > share/price changes, just name. > > Can someone tell me how to combine these two stocks so that the > remaining name has all the holding/ price/ lot/ +/ +information. > > If it matters there are only a few lots under each name. The simplest way when you have just a few transactions is to just Edit the transactions for one security to use the name of the other security. -- John Pollard Posted by Mel on October 13, 2009, 6:06 pm Please log in for more thread options > Mel wrote: >> Quicken 2009 deluxe >> >> Under investing accounts I have E-trade. >> >> In e-trade I have stock X and its transactions and lot information. >> >> In e-trade I have stock Y and its transactions and lot information. >> >> In truth Y is a name change for X which did not involve any >> share/price changes, just name. >> >> Can someone tell me how to combine these two stocks so that the >> remaining name has all the holding/ price/ lot/ +/ +information. >> >> If it matters there are only a few lots under each name. > > The simplest way when you have just a few transactions is to just Edit the > transactions for one security to use the name of the other security. > > -- > > John Pollard > John -- I tried that now and before I first posted. I get a message saying security exists and to use another name. Can't get past that.. However it also says "if you are trying to enter a transaction for this security, try record transaction from a investment account." Sorry but I do not understand what it wants me to do. Mel Posted by John Pollard on October 13, 2009, 8:19 pm Please log in for more thread options Mel wrote: >> >> The simplest way when you have just a few transactions is to just >> Edit the transactions for one security to use the name of the other >> security. > I tried that now and before I first posted. I get a message > saying security exists and to use another name. Can't get past that.. I can't imagine how you could get that message if you Edit a transaction and change the "Security name" to another security name. We're talking about the name found in transactions in the "Transactions" tab of the investment account. The message you mention is what you get if you try to enter a Corporate Name Change transaction to a security name that already exists, or a Corporate Spinoff transaction to a security name that already exists. But there should be no such message if you Edit a Buy transaction (for example) and select (or key) Fund B (in the "Security name" field) where the transaction originally was for Fund A. > However it also says "if you are trying to enter a transaction for > this security, try record transaction from a investment account." > Sorry but I do not understand what it wants me to do. -- John Pollard Posted by Mel on October 13, 2009, 8:31 pm Please log in for more thread options > Mel wrote: >>> >>> The simplest way when you have just a few transactions is to just >>> Edit the transactions for one security to use the name of the other >>> security. > >> I tried that now and before I first posted. I get a message >> saying security exists and to use another name. Can't get past that.. > > I can't imagine how you could get that message if you Edit a transaction > and change the "Security name" to another security name. We're talking > about the name found in transactions in the "Transactions" tab of the > investment account. > > The message you mention is what you get if you try to enter a Corporate > Name Change transaction to a security name that already exists, or a > Corporate Spinoff transaction to a security name that already exists. > > But there should be no such message if you Edit a Buy transaction (for > example) and select (or key) Fund B (in the "Security name" field) where > the transaction originally was for Fund A. > >> However it also says "if you are trying to enter a transaction for >> this security, try record transaction from a investment account." >> Sorry but I do not understand what it wants me to do. > > > -- > > John Pollard > I see now what you meant and what I was doing differently. In my transactions list I have data going back to 1995, over 200 entries. I can also see that trying to separate these would be a major job and I cannot imagine a automated process. I will live with the way it is currently set up. Thank you for your help. Mel Similar Threads Posted Reverse stock split and ticker change September 12, 2009, 8:35 am Online Stock Trading Guide and How the Stock Market Works July 23, 2006, 5:51 pm Online Stock Trading Guide and How the Stock Market Works July 20, 2006, 3:16 pm Online Stock Trading and How the Stock Market Works June 30, 2006, 10:04 pm Possible just to change the TAG? November 22, 2007, 7:38 pm Day change -- September 2, 2008, 4:58 pm QQQ Name change October 6, 2008, 2:14 am Fund Name Change November 9, 2006, 10:55 am Investment name change November 13, 2006, 5:10 pm Change User Name February 3, 2007, 8:41 am