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Class bonds that become Class B bonds

There are bonds that are issued as "Class A" bonds (no sales commission). Later on they become converted into "Class B" bonds. The name remains the same otherwise.

What is the best way to enter this share exchange in Quicken? If I do a remove (class A) transaction and an add transaction of the class B shares I lose the cost bases history. Is there a better way to do this? Would a corporate name change be better, even though that seems to convert the name in the transactions prior to that date?

Jeff

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Jeff
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Reply to
Walt Bilofsky

Thanks. I do not personally need to distinguish them. It's the downloads that shows them as different and because I am no expert in book-keeping I am always afraid to do anything that might be "wrong". What I have done is to just rename them (name change) as you suggested. Wanted some reassurance that I was not doing a book-keeping no-no from someone more knowledgeable

Thanks for replying.

Jeff

Reply to
Jeff

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