Same Investment different description.

[wadebarg]

In downloading transactions, across several sub portfolios, the data is described in two ways and is the same investment. How can I edit the downloaded transaction description, already in the data base, to the more common name. This is an alternative investment in a partnership and does not have a recognized symbol. Schwab has recorded it by its name, and sometimes by the partnership number that I assume Schwab uses to identify it internally. See attached Buy Sell transaction. Most of my transaction history uses the name at the top but I have two transactions that use the number underneath the name. I need to get all transactions in the name description.

[Mark]

Hi wadebarg,

You can edit the properties of any investment, including the name/symbol/etc by right mouse clicking on it, and choosing "Properties...".