Default Lot Identification for selling stocks

hartlenb

*** 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

[Deleted User]

@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

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.

[Deleted User]

@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

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.

hartlenb

Thank you!