If your wife is adept at QBs, Quicken will be a breeze to setup. I'm not saying it's the end all and great at everything as it does do some things in regard to investments that aggravate me, but it's pretty good and is very easy to setup and use.
What Woody is describing above is one of those things, when reinvesting dividends, Quicken adds the cost of the shares the reinvested dividend buys to the overall cost basis of the stock. I guess for income tax reasons this is the proper way to do it, but for performance results calculations it skews the numbers.
Your total cost basis in the stock keeps going up even though you aren't putting any more money into it.
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Lance
1985 Monte Carlo SS Street Car
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