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Bug when selecting Maximum Gain

Rocket J SquirrelRocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
When specifying Maximum Gain to choose lots of a security to sell, Quicken actually chooses lots which have a smaller gain than when specifying First Shares In. I have recalculated and repaired lots and the issue persists.

Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.

Comments

  • SherlockSherlock SuperUser ✭✭✭✭✭
    edited December 2020
    I suspect the 1/24/12 Added transaction may be causing the issue.
    Quicken user since 1997
    Premier on Windows 10
  • Rocket J SquirrelRocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    It's not a placeholder, it's a share balance adjustment. It was entered as 0.001 share.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • SherlockSherlock SuperUser ✭✭✭✭✭
    edited December 2020
    It's not a placeholder, it's a share balance adjustment. It was entered as 0.001 share.
    Set a cost and I suspect the issue will be resolved.
    Quicken user since 1997
    Premier on Windows 10
  • Rocket J SquirrelRocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    Sherlock said:
    Set a cost and I suspect the issue will be resolved.
    Well, yes, I can alter the transaction. But it is a correct transaction as it stands. When you Update Share Balance with a positive result, the shares correctly get added with zero cost.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • SherlockSherlock SuperUser ✭✭✭✭✭
    Sherlock said:
    Set a cost and I suspect the issue will be resolved.
    Well, yes, I can alter the transaction. But it is a correct transaction as it stands. When you Update Share Balance with a positive result, the shares correctly get added with zero cost.
    No one said it isn't a correct transaction, however, it is interfering with Quicken's ability to select maximum gain properly.  If the cost basis was actually zero, the lot should always be selected for maximum gain.
    Quicken user since 1997
    Premier on Windows 10
  • Rocket J SquirrelRocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    As I said, it's a bug.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • SherlockSherlock SuperUser ✭✭✭✭✭
    As I said, it's a bug.
    And again, no one said it wasn't a bug. 
    Quicken user since 1997
    Premier on Windows 10
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