Changing name of security

Leon Baker's Avatar

Leon Baker

27 Oct, 2019 09:52 AM

Is it possible to change the name of a security? Or, is it necessary to notionally sell that security and buy it back using its new name on the same day using the same values?

  1. 1 Posted by derekkent23 on 27 Oct, 2019 01:22 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Find the security under TOOLS – SECURITIES and double click on it - EDIT.
    Then simply edit the security name. Note the name will change throughout Moneydance.

    Hope this helps.

  2. 2 Posted by Leon Baker on 27 Oct, 2019 09:21 PM

    Leon Baker's Avatar

    Derek

    I’ve been using Moneydance for several years now. I can’t believe I had not noticed this edit feature before. I feel really thick. Nevertheless I'm very grateful for your help

    Again thanks

    Leon

  3. 3 Posted by derekkent23 on 27 Oct, 2019 09:26 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Not thick, just you have never needed it before.
    Glad I was able to help.

    Have Fun.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac