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Company Rename

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netr@cer

29 Jan, 2023 07:40 PM

Hopefully a simple question. How does one record a simple security rename in the register? No new issuance of stock or exchange of shares.

I understand the obvious of simply renaming the security in the security detail, but I'd like to keep the record of when Company A became Cool Company and the fact it used to be called Company A.

Quicken used to have a reminder transaction that did nothing other that record the name. couldn't enter money or shares. Any equivalent or should I just put a comment in the first transaction after the rename?

1. 1 Posted by dwg on 29 Jan, 2023 10:12 PM

   

   I have suggested that Moneydance could have a action that just allows you to enter a note i.e. data only in the date, description and memo fields.

   You could do as you suggest or just enter a transaction like MiscInc or MiscExp with a 0 value and a category of say "Notes".

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2. 2 Posted by netr@cer on 16 Feb, 2023 08:22 PM

   

   Wound up doing it this way:

   Date:
   Action: Xfr
   Description: Old Stock Name
   Category: Misc:Account Adjustment
   Amount: 0
   Check#: Reminder
   Memo: New Stock Name

   Seems to get the job done, and description and memo were already populated from the import so it was easier than trying to change it to a MiscExp and having to pick a security and a category :D

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