Can I change the cost basis of a mutual fund I have in my Quicken account

Question

In 2019 my mutual fund had a merger with another mutual fund.  Ever since then my cost basis in Quicken has been off.  I  have sold shares a few times since then. I am down to just 1 lot of the mutual fund in the account.  Is there a way to adjust the cost basis so it matches my statement?

Jim_Harman · Accepted Answer

You can Remove the current lot and Add it back, using the correct acquisition date and price.

DuBois · Accepted Answer

Thanks, Jim!  Your fix worked easily and perfectly!