Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

investment cash accounts

Unknown
Unknown Member
edited September 2018 in Investing (Windows)
Investment account setup as Cash.  It is the account type and the asset class.  It is lot controlled.  Why it is account lot controlled?  It value is always $1.  The rules for lot sales (first in first out, first in last out) make no sense for a cash account.  Is there any way to remove this requirement of these accounts.  When selling "shares" system always requests lot identification.  This is unnecessary and a pain.
Running Quicken premium 17 current release on win 10.

Thanks.,

Comments

  • MICHAEL FIRESTEIN
    MICHAEL FIRESTEIN Member ✭✭
    edited September 2018
    thats the way Quicken handles investment accounts.  the account could be set up under banking and this would not happen.   I, too, have not found a way to lock in the way Quicken handles security sales for all accounts or even on an account by account basis.  one more thing tthey need to work on.
  • Unknown
    Unknown Member
    edited September 2018
    Unfortunately this account in linked to a brokerage account and downloaded frequently.  Thus it is forced to be in the investment account arena.   Lot control should be an option not a requirement! 
This discussion has been closed.