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Can I eliminate the pop-up for stock sales asking about cost basis?

Andrew Prouty
Member
I would be happy to specify/default somewhere the answer to that frequent question with every sale of cost basis - do you want to use cost basis or specify lots.
Is there a way to specify a default behavior? I don't see one in overall preferences not account details.
For me convenience without the popups is more important that accurate cost basis within Quicken on this.
Thanks,
Andy
Is there a way to specify a default behavior? I don't see one in overall preferences not account details.
For me convenience without the popups is more important that accurate cost basis within Quicken on this.
Thanks,
Andy
0
Best Answer
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Please see this "Idea" and vote or comment accordingly.
https://community.quicken.com/discussion/7296012/default-lot-identification#latest
6
Answers
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"Can I eliminate ... ". Sorry but NO if you are selling less that ALL of the security.And "Average Cost Basis", which I believe that you're referencing at the end of your 1st paragraph, is only available for Mutual Funds ... not stocks or other securities.Q user since DOS version 5
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP1 -
Please see this "Idea" and vote or comment accordingly.
https://community.quicken.com/discussion/7296012/default-lot-identification#latest
6
This discussion has been closed.