cost basis on inherited stocks / mutual funds

Member ✭✭
edited May 2022 in Registers & Transactions (Windows)
I use Quicken Premier for Windows and recently inherited some stocks / mutual funds. When the activity was downloaded from my Wells Fargo Investment account into Quicken, the transaction was "Add - Shares Added" so that it did not affect the account's cash balance (which was zero - new account). My statement from WF shows the cost, but I'd like to record this in Quicken also - is it possible? How?

Best Answer

  • Quicken Windows Subscription Member ✭✭✭✭
    edited May 2022 Answer ✓
    I suggest you edit the Added action transactions to provide the cost basis information.

Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    edited May 2022 Answer ✓
    I suggest you edit the Added action transactions to provide the cost basis information.
  • Member ✭✭
    Oh geez. That was too simple:-) I thought doing so would affect the cash balance, and I was too chicken to try it. Done! Thanks!
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