Enter the appropriate information, and click OK.
For more information, see Decide how to resolve placeholder entries.
Quicken displays the date of your placeholder entry for this security:
Quicken displays the following:
Quicken displays all the historical transactions you've entered or downloaded for this security:
Quicken displays the following:
By default, Quicken tracks the cost basis for stocks according to the lots you purchased. The IRS allows cost basis for some mutual funds to be tracked on an average cost basis. Use this only to track mutual funds. If you're uncertain as to whether a given security is eligible to be tracked using average cost, contact your tax advisor.
If you change from lot ID to average cost, Quicken discards the lot information. Back up your Quicken data file before doing this.