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Tracking unrealized loss/gain

unknown

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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Comments

Tom Young

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.