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Re: Cannot adjust cost basis of a security without changing cash balance?
Given those complications, I take Jim's approach - one Remove Shares, one Add Shares reflecting current shares owned and their basis. If all Average Cost now, multiple lots should not matter it …1 -
Re: How to handle stock merger - VMware & Broadcom (edit)
My brokerage finally posted what I believe to be accurate information. My explanation is: Opted for full stock exchange. Got partial cash, partial cash exchange Specifically, about 48% of the shares …1 -
Re: How to show LOT info of a past investment sale? -- in register or transaction report
@DT1 Thanks for the expansive explanation. The first thing to recognize is that if the user does not specify lot assignments, Quicken defaults to a FIFO selection. But this non-specified FIFO is dyna…1 -
Re: Quicken Reports giving incorrect information for investment that have associated splits
See this discussion. Add additional comments there if applicable. https://community.quicken.com/discussion/7942750/why-is-the-portfolio-value-report-inflating-the-number-of-shares1 -
Re: How do I add a preferred stock like ET/PRD (Schwab), ET/PD (Fidelity), ET-PD (Yahoo)
I’ll assume you have the base ET security already in your file. Change that name to Energy Transher (common) or similar. When you then add ET-D as a new security, it will come in as Energy Transfer, …1
