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Quicken Classic for Windows
Investing (Windows)
Entering historical cost info
acfoster1
I recently had to reinstall a brokerage account and I lost all the cost data for the securities. Hoe do I reenter the original cost? I have all that info in another file.
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q_lurker
Can you clarify your situation please?
"in another file." Does that possibly mean in another Quicken file, or possibly in another ACCOUNT in this Quicken file?
"reinstall a brokerage account". Does this mean you created a new account within your Quicken file ... and that new account has a bunch of Add Shares transactions getting you started? Or might they be placeholder transactions (Adjust share balance)?
acfoster1
I had to reinstall a brokerage acct and it only downloaded and entered the current value. I copied the historical data but could not figure out how to enter the basis of each security.
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