Cannot import stock basis

glumfolio3's Avatar


17 Apr, 2015 03:56 AM

I used an old, old Quicken. I cannot import my stock basis. I have spent hours and have not been able to enter a single stock. I also cannot create a profile an cannot create a profile. I am getting disgusted.

  1. 1 Posted by sth on 26 Apr, 2015 02:33 PM

    sth's Avatar

    Dear Glum,
    Not sure what you have tried. There may be quirks in the old old quicken format of qif files that MD is not handling correctly. I exported from a Quicken 2010 as a qif format and MD took it fairly well. There are some things that MD assumes since it is a strict double entry system where quicken is a bunch of single ended transactions.

    Are you trying to enter a stock by hand? The basis cost should come across as the purchase of the stock.

  2. System closed this discussion on 19 Mar, 2016 04:57 AM.

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