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

Automatically Apply FIF[O] to Investment Transactions

System
System Member ✭✭✭✭
edited August 2020 in Investing (Windows)
This discussion was created from comments split from: Automatically apply sell methodology to investment transactions.

Comments

  • Steve Lang
    Steve Lang Member ✭✭
    I also have the same question. How can I apply FIFI automatically without having to assign, IS Shares, Individually. As you can image it is too time consuming to do this manually. Any help would be greatly appreciated.
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    edited August 2020
    I suspect you meant FIFO or LIFO.  FIFO is the default behavior.  We may control the behavior for each investment account: select Edit > Preferences...



  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Uh, just for the record - it is either LIFO or FIFO - there is no FILO.


    Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20  - Windows 10 Home - Ver. 2004
                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Frankx said:
    Uh, just for the record - it is either LIFO or FIFO - there is no FILO.
    Uh, just for the record, LIFO and FILO are synonymous. 
This discussion has been closed.