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

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Peter McKeand

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Posted 3 years ago

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John G, Information Support Analyst

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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.