Clearing a cost Basis

Bione
Bione Quicken Windows Subscription Member ✭✭✭
edited July 2022 in Investing (Windows)
Is there a simple way to clear a cost basis. In a Fidelity managed account they sold all of the positions and now I have almost a -$10000 cost basis showing.
Tagged:

Comments

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @Bione, 

    Thank you for contacting the Quicken Community with this question. 

    I have located a few discussion threads regarding manually changing the cost basis where other users and Superusers gave some helpful advice. 

    You may follow the links below to check out these threads:
    1. Link 
    2. Link
    3. Link
    4. Link
    I hope you find these to be of use!

    Please do not hesitate to reach out with any further questions or concerns!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Bione
    Bione Quicken Windows Subscription Member ✭✭✭
    Since it was an IRA account I went ahead and adjusted one of the transaction costs to balance it out. Fidelity merged on of my IRA accounts to this one and it has thrown Quicken for a loop. Probably going to post another issue once I read the community history first. Thanks
  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod
    Hello @Bione, 

    I am happy to have supplied some useful links for you and I am glad to hear that you were able to find your own resolution to the issue that you were experiencing. 

    Have a great day!

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

This discussion has been closed.

Categories