Placeholders for Stock Cost Basis

Paddy
Member ✭✭✭
What is the best way to deal with placeholders for stock share cost basis? Should I use them to enter in the information in the placeholder or delete and use Add Shares?
0
Answers
-
In theory you should be able to enter the information in the placeholder and it will then turn create the proper transaction(s). But in practice what I have found it that it leaves empty placeholders around, so I delete placeholders and enter the proper transactions myself.Signature:
This is my website: http://www.quicknperlwiz.com/0 -
Using Add Shares? Someone else pointed this out to me on another post but I want to validate that.0
-
Add Shares for when you don't have the full transaction history, and the actual transactions like Buy when you do.Signature:
This is my website: http://www.quicknperlwiz.com/0 -
Thanks0
This discussion has been closed.
Categories
- All Categories
- 22 Product Ideas
- 28 Announcements
- 202 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 743 Welcome to the Community!
- 617 Before you Buy
- 1.2K Product Ideas
- 50.6K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 992 Quicken Mobile
- 784 Quicken on the Web
- 76 Quicken LifeHub