Edit Security Details

When editing a security, you may not see all the fields listed below (this depends on the type of security you're editing).

Click a link below for more information.

•   Ticker Symbol and Lookup

  Enter a ticker symbol if you plan to update your portfolio prices online or import price data from an ASCII file.

  Click Lookup if you would like Quicken to find the symbol for you (requires Internet access). (Optional)

•   Name
  Enter the name of the security in the Name field.
•   Type
  Specify a type of investment vehicle for this security. Quicken's standard security types are Stock; Mutual Fund; US Savings Bond; Bond; Emp. Stock Opt.; ESPP; CD; Market Index; and Other.
•   Currency
  In the Currency drop-down list, select a currency. (This option only appears if you've enabled multiple currency support.)
•   Asset class

  In the Asset Class drop-down list, select an asset class. If this security contains a mixture of asset classes (as with a mutual fund), click the Mixture radio button, then specify the mixture in the Asset Class Mixture dialog. (Optional)

  Click Download Asset Class Information to download the asset class of the security or fund (requires Internet access).

•   Tax Free
  Click Tax Free if this is a tax-free security. (Some municipal bonds and other securities are tax-free. Consult your tax advisor.)
•   Use Average Cost

  This option is available for mutual funds only. Select it if you want to use average cost to track the cost basis of the mutual fund.

•   Back Load
  If this security is a mutual fund, check to see if it has a back load. If the answer is yes, enter the percentage on which the back load is based. This field is important if you want to accurately calculate capital gains. (Optional)
•   Bond Type, Maturity Date, Call Date
  These fields only appear if you set up this security in Quicken as a bond. Edit as necessary.
•   Matched with Online Security

  If Matched with Online Security is selected, you identified this security as being involved in a previous download of investment transactions. If you no longer want downloaded transactions having the same CUSIP number, ticker symbol, or name to affect this particular security (because you now want to do a short sale, exercise options, or some other action), clear Matched with Online Security.

  To reestablish the connection, download transactions involving the security and select to match it again.

•   Other info
  Click Other Info to:

  • Change or delete the estimated income for a security.
  • Edit contact information connected with this security (for example, your broker's name and phone number).
  • Add or change the security's associated investing goal.
  • Enter a security rating for this investment.
  • Add comments or additional information.