Want to Set Up Default Settings for FIFO or LIFO

ppound49

I have hundreds of stocks, most of which are in IRA accounts. Everytime there is a sale, I must individually click through the sale at least once to select lots. This can be very time-consuming and it is SOOOO no relevant for qualified accounts anyway. Would like an option to set up FIFO as default setting for all stock sales.

ppound49

I have hundreds of stocks, most of which are in IRA accounts. Everytime there is a sale, I must individually click through the sale at least once to select lots. This can be very time-consuming and it is totally irrelevant on qualified accounts anyway. Would like an option to set up FIFO as default setting for all stock sales or, better yet, to allow people to choose by account.

Chris_QPW

This should do it:

Jim_Harman

The text for the radio buttons under Automatic Lot Assignment is somewhat confusing. The top selection is FIFO for all securities in the account, the bottom selection is LIFO.

ppound49

THANK YOU!!!!!!! This is so easy. Cannot believe Quicken help desk did not have the answer for me.