Placeholders for Stock Cost Basis

Paddy

What is the best way to deal with placeholders for stock share cost basis? Should I use them to enter in the information in the placeholder or delete and use Add Shares?

Chris_QPW

In theory you should be able to enter the information in the placeholder and it will then turn create the proper transaction(s).  But in practice what I have found it that it leaves empty placeholders around, so I delete placeholders and enter the proper transactions myself.

Paddy

Using Add Shares? Someone else pointed this out to me on another post but I want to validate that.

Chris_QPW

Add Shares for when you don't have the full transaction history, and the actual transactions like Buy when you do.

Paddy

Thanks