stock accounts

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kjean1
kjean1 Member ✭
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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  • Sherlock
    Sherlock Member ✭✭✭✭
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    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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