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Quicken Classic for Windows
Investing (Windows)
How to select multiple purchase lots when selling bonds?
Reynold050
When selling a block of stock it is easy to select various purchase lots. However, for a bond sale, the buy lots are shown in a drop-down list. I can highlight only one. It is not possible to select more than one lot. I just sold a block of bonds representing three buy lots. I could enter the transaction only by not selecting any lots. How can a user assign buy lots?
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Accepted answers
Quicken_Tyka
Hello
@Reynold050
Thank you for taking the time to visit the Community to report your issue, although I apologize that you haven't received a follow-up response.
If you haven't done so already, please navigate to Help > Report a Problem and fill out the problem report to report this issue.
You will not receive a response, for the submission, however, this information will be forwarded to our development team.
Thank you,
-Quicken Tyka
All comments
Reynold050
It gets worse. After I entered the transaction without selecting any lots, I looked at the Schedule D Capital Gains & Losses Report. Quicken randomly selected one of the three lots and "reported" that I had bought 80 bonds and sold 135 bonds, posting a huge capital gain. What nonsense.
Quicken Natalie
Hello
@Reynold050
,
Thank you for taking the time to visit the Community and post your issue, although I'm sorry to hear that you're experiencing these difficulties in Quicken.
If you are still needing assistance, please take a moment to review the information available
here
and post back to let us know what version and release of Quicken you're using.
The more information you can provide regarding this issue will help the Community to better understand and assist.
Thank you,
Quicken Natalie
Reynold050
Windows 10 Pro 64 bit, build 19041.388
Windows Feature Experience Pack 120.2202.130.0
Quicken Premier 2020 VR27.42, build 27.1.27.42
Quicken_Tyka
Hello
@Reynold050
Thank you for taking the time to visit the Community to report your issue, although I apologize that you haven't received a follow-up response.
If you haven't done so already, please navigate to Help > Report a Problem and fill out the problem report to report this issue.
You will not receive a response, for the submission, however, this information will be forwarded to our development team.
Thank you,
-Quicken Tyka
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