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Re: Manually updating the cost basis of an investment
One method I have used on occasion; Enter a Return of Capital transaction for the security in question. The value can be either positive or negative - as needed to make the adjustment. In the ROC dia…1 -
Re: How can tell which accounts are linked to a financial institution and which are not?
In QWin.open the Account List (Tools > Account List). The column Transaction Download gives the status of each account.3 -
Re: Best Practices & How to for Migrating from Quicken Home & Business to Mac Premier?
@twins Your current subscription is valid for both Win And Mac versions of Quicken - you can download and install either or both versions. You are using the Win H&B version so I understand this e…3 -
Re: How to best fully see my memo/comment field? (Q Mac)
Back to the original question - you can get a vetterlook at the Memo field using the Get Info popup. Select the transaction and press CMND +I - or right click and select Get Info.1 -
Re: Residual Cost Basis
Further to @Jim_Harman 's response - if you still have a residual cost basis after confirming that there are no residual share fractions; Enter a Return of Capital transaction Enter an amount to offs…3