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- Eliminate duplicate entries: Merge securities when you have duplicate entries in your security list. This will eliminate the duplicate. If you have more than two entries for the same security, merge two at a time until you have one entry for the security.
- Handle symbol changes: If a security you own changed its ticker symbol, this could result in two securities. In this case, you could merge the securities to maintain a single holding and price history. Ensure that you select the new ticker when you merge.
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You can only merge 2 securities at a time. If you have more than two that you need to merge, just repeat this process to merge the additional securities. |
What happens after merging?
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To merge securities
- In Quicken for Mac, choose Window > Securities. Your security list is displayed.
Select the two securities that you'd like to merge. To select two securities, select the first security, then hold down the Command
key(⌘) key and select the second security.
differingInfo Some securities of
different types cannot be merged (a bond and a stock, for example). When attempting to correct an error where the wrong security type was applied to a transaction, we recommend that you correct the transaction itself by editing and choosing the correct security, instead of merging.
- Click the Merge Securities button.
- On the Merge Securities window, click Merge to complete the action.
- If the securities you are merging have different details (such as a different spelling or capitalization of the security name or a different ticker), you will be prompted to select the preferred details before the merge.