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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?
on 27 Oct, 2019 01:22 PM
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.
on 27 Oct, 2019 09:21 PM
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
on 27 Oct, 2019 09:26 PM
Not thick, just you have never needed it before.
Glad I was able to help.
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