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Quicken Classic for Windows
Investing (Windows)
Clearing a cost Basis
Bione
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.
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Quicken Jasmine
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:
Link
Link
Link
Link
I hope you find these to be of use!
Please do not hesitate to reach out with any further questions or concerns!
Bione
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
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!
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