A corporate acquisition can involve stock swaps. Use the Corporate Acquisition dialog to update your Quicken information when a security you track is affected by a corporate acquisition.
- Open the account you want to use.
- Click Enter Transactions.
- In the Enter Transaction list, select Corporate Acquisition (stock for stock).
- Use this dialog to change the security name and price information when a corporation acquires another corporation or entity you currently own and track in Quicken.
- Company acquired
Select the name of the security as it is currently identified in your Quicken transaction list.
- Acquiring company
Enter the name of the parent company that is buying the other.
- New shares issued
Enter the number of new shares of the parent company that are being issued for every share of the acquired company.
- Price per share for acquiring company
Enter the share price of the parent company after the acquisition.
- Memo
For example, "Corporate stock-for-stock acquisition on (date)."
- Click Enter/New to enter another transaction, or Enter/Done to finish.
- A corporate name change can cause the name of the security to change.
- A corporate spin-off can require shares of the new company to be issued to those who own shares of the original company.