Quicken really needs to add a transaction type to adjust the basis of an investment without changing the cash in the account. This need comes up frequently with a lot of investments:
- Partnerships and limited partnerships pass through their profits and losses to their investors. This changes the tax basis of the asset but doesn't correspond with any cash payment.
- US Treasury Inflation Protected Securities report their inflation adjustment as interest each year, but do not pay it out until the bond matures. This causes the tax basis to increase without a cash payment.
I understand the workarounds with adding/removing positions and the circular RtrnCap, but this is a common enough occurrence that it should be in the product—not a hack.
