Adding basis for a security transferred from one brokerage to another (Q Mac)

suebernard Member
edited December 2023 in Investing (Mac)

I am using Q for MAC.
In 2006 I transferred securities from one brokerage to another. I no longer remember what method I used to record the transfer.

Now I am getting ready to sell the securities and I see my portfolio in Quicken has no information under "cost

basis". I can rebuild the basis by looking at old records, but I don't see how to get this information into my QMAC records.

Would appreciate some help, thanks. (PS this was so much easier on Q for Windows IMHO)

This discussion has been closed.