Cost of investments when selling

Quicken for Mac needs to offer the ability to calculate the cost of transactions sold as the average cost of the investments, not FIFO or LIFO, the only two options currently available. When only a portion of the holdings of a security is sold, the cost (and hence the calculated capital gain) should be equal to the total cost of the holding (before the sale) times the number of units sold divided by the number of units held before the sale. There is no need, in Canada, to track individual lots.

Comments

  • Quicken Alyssa
    Quicken Alyssa Moderator mod
    Hello @BrianGee,

    Thank you for taking the time to visit the Community to share your thoughts and concerns.

    We do have a place where you can take your ideas for product enhancements. You can use the link to get you there. Once there you can create a new idea for this. Thank you!


    Quicken Alyssa