How do I record a corporate acquisition (stock-for-stock)?

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.

Watch for these related changes:

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.

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Watch for these related changes: