Automatically Apply FIF[O] to Investment Transactions

System

This discussion was created from comments split from: Automatically apply sell methodology to investment transactions.

Steve Lang

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

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

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

Sherlock

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.