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jod
Level 2

Brokerage account change in value

When I receive my monthly stock statements, I just subtract the ending value from the beginning value and record that as "change in investment value"  in QB.  To me, it seems that this helps keep me abreast of my total worth, among other income.  At the end of the year, I use the brokerage 1099 to report interest and dividends on my taxes.   What should I really be tracking in QB?  I am obviously a level 1 user!

1 Comment
Pete_Mc
Community Champion

Brokerage account change in value

The only thing I track in QBs is the Purchase of the Stock for Cost Basis, the Cash (from the monthly statement) and the Gain or Loss when it is sold.

 

But all the other info in the statement is not really something QBs can easily track.  Quicken is much better at that.

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