In Reckon Personal Plus 2017, how do I get a detailed report showing share cost base history.

  • 1
  • Question
  • Updated 1 year ago
  • Answered
Photo of Peter McKeand

Peter McKeand

  • 50 Points

Posted 1 year ago

  • 1
Photo of John G

John G, Information Support Analyst

  • 27,280 Points 20k badge 2x thumb
Hello Peter,

Welcome to the Reckon Community.

The total Base Cost, and the base cost of each individual trade, is shown on the Overview tab on Investing tab > Brokerage account.

To view it in a report you'll need to go to Reports > Investing > Investment Transactions.  Select your date range and then click on the Customise button and select just the Brokerage Accounts, Securities and transaction types for original purchases (Bought, BoughtX, etc).

Hope this helps.


regards,
John