Company Rename

netr@cer's Avatar


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

    dwg's Avatar

    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".

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

    netr@cer's Avatar

    Wound up doing it this way:

    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

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


? 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