Enter a cost basis for a stock.

pt216
pt216 Quicken Windows 2017 Member ✭✭✭
edited May 2023 in Investing (Windows)
Bought a stock when it downloaded the quote, price, market price, etc. where all there except for the cost basis when looking at the tab portfolio under investing. All of the cost bases are missing so how do I get to the column to enter cost basis for/each stock.
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  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    On the Portfolio page click Options > Customize current view... then drag Cost Basis over to the Displayed Columns box.

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
    https://community.quicken.com/discussion/comment/20352715#Comment_20352715

    Are you able to edit Cost Basis in a Portfolio View? I am not. The only editable field in the view is Quote/Price.

    The alternative is to visit each Buy or Add transaction and type in the cost.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited April 2023

    HUH ? - what do you see when you look at the specific Security Detail View screen….

    image.png

    the Cost Basis …
    is the accummulated amount of all your Buys… for each security -

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    @"Rocket J Squirrel"

    (In my best Robert de Niro "Taxi Driver" imitation) "You talkin' to me?"

    If that's correct, then "No." I don't think you ever could, though honestly I've never tried. I've always made "real" transactions (as opposed to "semi-real" entries like quotes) in the Transaction Lists. I interpreted the OP's issue as being that the Cost Basis column wasn't present in Portfolio View.

This discussion has been closed.

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