stock accounts

kjean1 Member

January 2021 in Download, Add/Update Accounts (Windows)

How to add individual stocks in an investment account that were owned before buying Quicken

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Answers

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  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  January 2021

  I suggest using either Bought or Added action transactions to establish the appropriate cost basis for the holdings.  To use the wizards, open the account, press Ctrl + N, and Alt + G or Alt + Z.  

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