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

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.


Best Answer


  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    "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 VP
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