One of my portfolio accounts is corrupt

One of my portfolio accounts has lost the cost basis of most of its stocks. I don't want to use a backup because that goes back too far and replaces to much information. How do I repair just the damaged portfolio.

Best Answer

Answers

  • Tom YoungTom Young SuperUser ✭✭✭✭✭
    I don't understand how an Account could lose cost basis information unless transactions were deleted or there was some sort of data corruption.
    How long ago did this occur?  If it was just in the last few days you should have a backup just before the incident that wouldn't involve a lot of updating.
  • OldGuy555OldGuy555 Member ✭✭
    Thanks for your quick reply. Upon closer inspection I see that my brokerage made a back-office mistake and removed then added a bunch of stocks. This appears to have the effect of fooling Quicken into thinking there was no cost to the newly added stocks. And so, voila: a mess.
  • OldGuy555OldGuy555 Member ✭✭
    Thanks for the tip.
This discussion has been closed.