Tracking unrealized loss/gain

Unknown
Unknown Member
edited September 2018 in Investing (Windows)
My monthly brokerage statement shows unrealized loss/gain for CDs and bonds I have with them. That changes the current value of the CDs/bonds as listed on the statement. Can I update the securities in Quicken so the account values match?

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  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2018
    Yes you can.  Either in "Portfolio" view or by clicking on "Holdings" in the transaction list itself (I'm assuming that these CD's and bonds are in an "Investment" Account of some sort), you simply change the "Quote/Price" for each security to whatever quote figure your broker indicates in the month end statement.
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