Setting up Multiple Securities with Similar Names in Quicken

Description

When setting up a new security in Quicken with similar stock symbols or security names, Quicken will sometimes see these securities as the same security. 

For example: if you enter the ticker "CS" into Quicken.  The security name of Credit Suisse group AG will be populated.  Now you enter CSGKF as the ticker for a second security, and the same company name is displayed.  Quicken will recognize these 2 tickers as the same company, and will not create a seperate security in your watchlist.  Please use the solution below to workaround this issue. 

Solution:

  1. Open the security list, and click New
  2. In the New Security dialogue box, enter the desired symbol (ex: CS from the example above)
  3. Enter the full name of the security (ex: Credit Suisse from the example above) in the Security Name field
  4. Click OK
  5. Repeat the steps for the 2nd Security (ex: CSGKF for "Credit Suisse Group Zurich")
  6. Quicken will now track these securities, as 2 seperate securities.

NOTE:  Other examples of Securities with this issue include VIMAX (Vanguard Mid Capitalization Index Adm) vs. VIMSX (Vanguard Mid Capitalization Index Inv), VGSLX (Vanguard Reit Index FD Admiral) vs. VGSIX (Vanguard Specialized Port Inc).  These are samples and are not intended to be all-inclusive.

Additional Information:

Quicken Quotes may not automatically download/add the full Security name when that Security name is in excess of 32 characters.  If Quicken doesn't automatically create a full Security name as expected, manually edit the Security Name field to reflect the full name.

Example:  VIMAX is the symbol for "Vanguard Mid Capitalization Index Admiral", but Quicken may only detect and create "Vanguard Mid Capitalization Index".  The "Admiral" can be manually entered to complete that Security Name.  If VIMSX is subsequently added to the Security List, it may only detect and display Vanguard Mid Capitalization Index and require manual edit of the Security Name to display the "Inv" at the end of the name.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.