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Oh... That's a great idea. Sorry I didn't give you this info in the original post.

Okay, I get quarterly statements. In each statement, it lists:

- Balance at beginning of quarter
- Total contributions for the quarter (almost always one contribution per month)
- Increase or Decrease in value during the statement period
- Balance at end of the quarter

- Each contribution amount (one date per month)

- The number of shares at the beginning of the quarter
- The share price at the time of purchase
- the number of shares purchased for each contribution
- the number of shares at the end of the quarter

Bear in mind, this might be all the information I need to track it but I just don't know how. I know that I have enough info to input transaction dates and share price and number of shares. But how will Quicken be able to change my balance as share prices go up and down over time?

Am I making any sense, or am I *way* confused?

Thanks in advance for any help you can offer!

~ Ryan S.
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