Match Securities

The Match Securities dialog appears only if you've downloaded a security that Quicken cannot match to one of your existing Quicken securities. (Quicken automatically matches a downloaded security if it has the exact same name or ticker symbol as one of your Quicken securities.)

All downloaded securities must be matched before Quicken can compare downloaded transactions to your list and identify new and matched transactions.

Compare the security listed at the top of the Match Securities dialog to the securities listed in the field and look for the same security. (For example, the downloaded security labeled Intuit Inc. might be the same as Intuit.)
If you find the same security (with a slightly different name) in the field:
- Click Yes.
- Click Next.
If you don't have a security in your Quicken list that's the same as the downloaded security, click No.
Quicken creates a security for you with the same name as the downloaded security. You can change the name if you want. (Quicken accepts security names of up to 30 characters.)
If there are no more securities to match, click Done.

If you have mismatched a security

Go to Tools menu → Security List
Select the security with the mismatch from the list.
Select Edit.
Deselect the checkbox Matched with online security.
Select Save.

Any matches for that security will be removed.