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How do I resolve renamed securities?

There might be instances when the Quicken security name does not match the security name that was downloaded from your financial institution. When quicken finds a difference in security names, you will see the Was the security renamed? dialog.

  1. You can use the following methods to resolve renamed securities:

    • It was renamed. Update Quicken with the new name for me.
    • It was renamed, but I will update it myself.
    • This is not a rename/these are not the same securities.
    • I don't know. Don't do anything.
  2. Click OK.
  3. Repeat this process for all securities names that do not match.

Let's take an example scenario where an existing security named AnySecurity is renamed to NewSecurity.

After the name change, your Financial Institution reports the total number of shares using the new name (NewSecurity) but your Quicken transactions still use the old name (AnySecurity). When the total number of shares in Quicken are compared with the number of shares reported by your Financial Institution, Quicken reports a share balance mismatch because you now appear to have more shares of AnySecurity and less of NewSecurity.

To resolve this discrepancy, Quicken displays the Was the security renamed? dialog.

If you select the Update Quicken with the new name for me option, Quicken will update the old security name in your Quicken file to match the new security name that was downloaded from your financial institution.

In this example, Quicken will update AnySecurity to NewSecurity. This resolves the security name mismatch.

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