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Quicken Classic for Windows
Investing (Windows)
Average cost checkbox missing R.17.4
unknown
The Cost Basis is missing from my portfolio followed
https://www.quicken.com/support/market-value-cost-basis-and-gainloss-not-showing-any-values-lots
and still its not there. How do I correct the problem?
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Comments
Sherlock
The
Average cost
check box only applies to mutual funds.
Using the
average cost
does not change the overall
cost basis
of your holding.
Average cost
simply distributes the
cost basis
of the shares across all of the shares.
If you have not established the cost basis of your shares, Quicken will not be able to provide a cost basis. The cost basis is established using
Buy - Shares Bought
and
Add - Shares Added
transactions. Holdings that do not have a cost basis are usually caused by placeholder transactions:
https://getsatisfaction.com/quickencommunity/topics/quicken-faq-managing-placeholder-entries-in-quic...
I suggest you delete any placeholder transactions and enter appropriate transactions to establish the cost basis history.
unknown
Thanks Sherlock I'll be working on that.
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