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Quicken Classic for Windows
Registers & Transactions (Windows)
cost basis on inherited stocks / mutual funds
wahoo2
I use Quicken Premier for Windows and recently inherited some stocks / mutual funds. When the activity was downloaded from my Wells Fargo Investment account into Quicken, the transaction was "Add - Shares Added" so that it did not affect the account's cash balance (which was zero - new account). My statement from WF shows the cost, but I'd like to record this in Quicken also - is it possible? How?
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Accepted answers
Sherlock
I suggest you edit the
Added
action transactions to provide the cost basis information.
All comments
Sherlock
I suggest you edit the
Added
action transactions to provide the cost basis information.
wahoo2
Oh geez. That was too simple:-) I thought doing so would affect the cash balance, and I was too chicken to try it. Done! Thanks!
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