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

Andrew Prouty

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

q_lurker

Please see this "Idea" and vote or comment accordingly.
https://community.quicken.com/discussion/7296012/default-lot-identification#latest

NotACPA

"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_lurker

Please see this "Idea" and vote or comment accordingly.
https://community.quicken.com/discussion/7296012/default-lot-identification#latest