stock basis

thowell582 Quicken Windows Subscription Member

February 2020 in Investing (Windows)

I want to be able to export my stock basis to Excel, by purchase date. How can I do this?

0

Best Answer

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  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  February 2020 edited February 2020 Answer ✓

  One way is to use the default Portfolio view: press Ctrl + U, select Expand All, press Ctrl + P, choose Export to:, select Tab-delimited (Excel Compatible) text file from the pull-down menu and Export.  If desired, you may customize the Portfolio view.  For example, select Customize.

  6

Answers

• 

  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  February 2020 edited February 2020 Answer ✓

  One way is to use the default Portfolio view: press Ctrl + U, select Expand All, press Ctrl + P, choose Export to:, select Tab-delimited (Excel Compatible) text file from the pull-down menu and Export.  If desired, you may customize the Portfolio view.  For example, select Customize.

  6