Entering historical cost info

acfoster1
acfoster1 Quicken Windows Subscription Member
in Investing (Windows)
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.

Answers

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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
    acfoster1 Quicken Windows Subscription Member
    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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