Page History

...

Tip: If you have an account with many transactions over many years and do not wish to enter everything, you could use the Guessstimate option to account for this missing shares. Just estimate the total cost of the missing shares and enter that value in the guesstimate field. This will get you a gain/loss value on the portfolio view, but should not be used for tax reporting.

Related topics

• Adding investment accounts
• The transactions view (investing register)
• The portfolio view
• Portfolio time Machine (as of date)
• Add shares to Quicken
• Update security prices
• Sell securities