How can I apply FIFO automatically

Steve Lang

How can I apply FIFO 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.

bmciance

Assuming you are talking about downloaded transactions:

Edit > Preferences > Downloaded transactions > Lot assignment after investment download > Settings.  For each account check the "automatic assignment instead of prompting on accept" checkbox and then select "Quicken default (First shares in for equities).

Sherlock

I suggest you set the Lot assignment after investment download preferences for the account: select Edit > Preferences...

bmciance

Assuming you are talking about downloaded transactions:

Edit > Preferences > Downloaded transactions > Lot assignment after investment download > Settings.  For each account check the "automatic assignment instead of prompting on accept" checkbox and then select "Quicken default (First shares in for equities).

Sherlock

I suggest you set the Lot assignment after investment download preferences for the account: select Edit > Preferences...

Steve Lang

Thank you very much for your help