Assigning share purchased lots in Quicken to Brokerage lots.

Henry Theloosen
Henry Theloosen Member ✭✭
edited May 14 in Investing (Mac)
I have 3 lots of AT&T shares bought at different dates. Sold the last 2 lots I purchased on LIFO bases, but Quicken used FIFO. Any suggestions about fixing this are appreciated.

Best Answer

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
    Go back to the sales entry you made and delete it.  Then enter the sales entry again by clicking on the "Enter Transactions" button and selecting "Sell-Shares Sold."  Enter the transaction date and the security name, the number of shares sold and the price per share, the commission incurred and then click on the "Specify Lots..." button.
    That allows you to select the lots you sold.

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
    Go back to the sales entry you made and delete it.  Then enter the sales entry again by clicking on the "Enter Transactions" button and selecting "Sell-Shares Sold."  Enter the transaction date and the security name, the number of shares sold and the price per share, the commission incurred and then click on the "Specify Lots..." button.
    That allows you to select the lots you sold.
  • Tanks! Was the first time for me, learned a new trick, never too old for that!
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