Assigning share purchased lots in Quicken to Brokerage lots.

Henry Theloosen

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.

Tom Young

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.

Tom Young

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.

Henry Theloosen

Tanks! Was the first time for me, learned a new trick, never too old for that!