Default Lot Identification for selling stocks

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hartlenb
hartlenb Member ✭✭✭
edited August 2022 in Investing (Windows)
*** IGNORE - I found it ***

I read hear that this feature was added in 2020. I can't find it anywhere in the help or in the discussion groups. If it really is a feature can someone tell me how to enable this default setting or point me to the instructions.

I'm hoping it will let me set up a global default, or at least a default be account, that will let me process all sold transactions as FIFO lots.

Thanks

Best Answers

  • [Deleted User]
    edited July 2022 Answer ✓
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    @hartlenb - go to Edit->Preferences->Download transactions, and then click on settings next to "Lot assignment after investment download"

    If you need further information or direction, click on the "?" at the bottom left corner of the settings box.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited July 2022 Answer ✓
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    Edit > Preferences > Downloaded Transactions > Settings (for "Lot assignment after investment downloaded") > select the Investment Account > check the box for Automatic Assignment > tick Quicken Default (First Shares in for Equities) > OK > OK.
    Repeat for other Investment Accounts that you might want to set up the same way.

    Quicken Classic Premier (US) Subscription: R55.26 on Windows 11

Answers

  • [Deleted User]
    edited July 2022 Answer ✓
    Options
    @hartlenb - go to Edit->Preferences->Download transactions, and then click on settings next to "Lot assignment after investment download"

    If you need further information or direction, click on the "?" at the bottom left corner of the settings box.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited July 2022 Answer ✓
    Options
    Edit > Preferences > Downloaded Transactions > Settings (for "Lot assignment after investment downloaded") > select the Investment Account > check the box for Automatic Assignment > tick Quicken Default (First Shares in for Equities) > OK > OK.
    Repeat for other Investment Accounts that you might want to set up the same way.

    Quicken Classic Premier (US) Subscription: R55.26 on Windows 11

  • hartlenb
    hartlenb Member ✭✭✭
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    Thank you!
This discussion has been closed.