I thought you could just change the name in the stock editor and also change
the ticker symbol. At least, I've done that before, I think. Can't you?
I'll note that if you change the identity of the asset, the entire history will
use the new nomenclature. Technically, you would be better creating a new
security and account (since the commodity is changed), and doing a zero cost
conversion of shares from the old to the new as of the cutover. It's not very
difficult, and it's easier to figure things out later. I typically will put a
note into the transaction to explain what was done ("SLK Sea Link changed to
KLS Kelsian") for my own sanity.
David T.
On Oct 12, 2024, 7:48 AM, at 7:48 AM, Megan Tilley <megan.til...@gmail.com>
wrote:
>Hi everyone - another Investment question - probably procedural rather
>than
>specifically a GnuCash 'problem'.
>
>I have a number of stocks/shares that have produced dividends for
>many years.
>
>I have entered those stocks into GC as per the manual and from reading
>other threads in this mailing list.
>
>When I set them up:
>#1 - I used Security Editor - to create a new Security, using the name,
>stockcode/ symbol for the ASX, namespace STOCKS, ticked ONLINE QUOTES,
>selected MULTIPLE - ASX.
>
>#2 - I then set up the stock under the Brokerage Account in the
>Investment
>Parent making sure that the Select security/currency was STOCK and the
>security (ASX) code
>
>#3 - I THINK I set up the stock account under the Trading Parent
>
>Now the over-arching company group has decided to change the name of
>the
>stock (specifically from SLK Sea Link to KLS Kelsian on the ASX) in
>2021.
>
>In my other programs, I could just edit the name entry as there is no
>change to the holdings (amount and price remained the same) .
>
>However, I can not seem to get GC to allow me to edit the Security name
>(Security Editor) or the Trading name - which reflects all the
>purchases
>during the "SLK era" which remains relevant to the new "now-KLS era".
>
>Does this mean I have to re-enter all the data for the new KLS rather
>than
>just change a name or field?
>
>
>Thanks!
>
>
>Megan in Sydney
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