How do I handle a name change for a security?

Sep 08, 2006 2 Replies

QD 07 My retirement plans download nicely from my financial institution. One of the securities in my plan had a name change. In my Quicken register there are 2 entries:



Date Action Security Description Inv Amount


6/1/2006 Entry "Old Name" - 110.175 Shares Enter Cost Placeholder for amount of 46.731 shares as of 6/1/2006


6/8/2006 Entry "New Name" +110.175 Shares Enter Cost Placeholder Entry for holdings amount of 0 shares as of 6/8/2006



My broker tried to fix it on his end but to no avail. The next time I downloaded, nothing changed in that area (or anywhere else for this security). The "Enter Cost" is in blue and when clicked the Enter Missing Transactions Dialog Box comes up. I'm not sure how to deal with this. Any ideas? Thanks in advance, Craig Quicken User since 1985 Version 1


"Craig Futterman" wrote

How about deleting the two placeholders, and entering a Corporate Name Change transaction.

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