Merge Securities in Quicken for Mac

Why do this?

Merge to 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 just one entry for the security.

Merge to 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. Just make sure to select the new ticker when you merge.

What happens to transactions that already use the securities I am merging?

All existing transactions associated with the securities you merge will share the same Symbol, Security Name and Price History after the merge

  • To merge securities
    1. Choose Window > Securities from the menu bar to view your security list.
    2. Select two securities from the list that you'd like to merge.
      • Tell me more
        Click once to select the first security and then hold down the Command key and click the second security.

        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.

        NOTE: Some securities of differing types cannot be merged (a bod and a stock, for example). When attempting to correct an error where the wrong security type was applied to a transaction, it is recommended that you correct the transaction itself by editing and choosing security.
    3. Click the Merge Securities button.
    4. On the Merge Securities window click Merge to complete the action.
      • Tell me more
        If the securities you are merging have different details (such as different spelling or capitalization of the security name or different ticker) you will be prompted to select the preferred details before the merge.


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