Renaming a Security

I'll try to keep this simple:  I have in Quicken a Fidelity account with several securities, including Fidelity Spartan US Eq Index, symbol FUSEX. I have accumulated several transactions for this security for a period of time. Fidelity posted a dividend and when I downloaded it, it was named Spartan U.S. Equity Index INV, same symbol: FUSEX.  But Quicken treated this dividend data as another separate (new) security and will not add the transaction (shares) to the original security. It also will not let me rename the original and when I try to delete the new security Quicken says I already have transactions for this security (FUSEX) and I cannot delete the new item.  I want the data appended to the old security named Fidelity Spartan. How can I rename it? Ideas?  Suggestions?  Thanks.

Answer

"I have in Quicken a Fidelity account with several securities, including Fidelity Spartan US Eq Index, symbol FUSEX. I have accumulated several transactions for this security for a period of time. Fidelity posted a dividend and when I downloaded it, it was named Spartan U.S. Equity Index INV, same symbol: FUSEX. But Quicken treated this dividend data as another separate (new) security and will not add the transaction (shares) to the original security."When Quicken thinks a downloaded transaction contains a new security, it usually asks you if the security is new or is the same as another security already in Quicken._ At that time, you can equate two securities with variations in their name, by telling Quicken that downloaded_"Security B" is_the same as "Security A"_that is already in your Security List_._ From that point on, Quicken will treat transactions with either name as being for the same security."It also will not let me rename the original and when I try to delete the new security Quicken says I already have transactions for this security (FUSEX) and I cannot delete the new item. I want the data appended to the old security named Fidelity Spartan. How can I rename it?"You said there was only one transaction downloaded with the new name._ Modify the security name in that transaction to be the same as your pre-existing security, then you will no longer have any transactions using the "new" name and you can delete that security from your Security List._ Then I think you should also Edit the existing, "desired",_security in the Security List, and uncheck the box, "Matched with online security".And the next time a download has a transaction with_the new name in it, you should get the option to equate it with the existing_name you prefer.[Until that time, you may have to contend with a discrepancy in your Quicken_holdings and the holdings Fidelity downloads._ If Fidelity is using the security name you don't want in the transactions they download, they are likely to be reporting your holdings under that name as well._ If so, Quicken would show your holdings under the old name and you would be out of sync with Fidelity._ If that happens, do not accept any Quicken_offer to adjust any balances.]
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