
Accepting Downloaded Sell Transactions, Forced to Choose Cost Basis Method

nsosdian
Quicken Windows Subscription Member ✭✭
Whenever I have downloaded transactions including sales, Quicken does not allow me to "accept all". I have to accept each one individually and then choose a cost basis method despite the fact that all securities in list have "average cost basis" selected. This is really a waste of time, especially for IRA account. Is there any way to avoid this?
0
Best Answers
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I have never used the following option and wonder if it will do what you want? Edit menu > Preferences > Downloaded Transactions > Settings > "Automatic Assignment instead of prompting on Accept"
- QWin Deluxe user since 2010, US subscription on Win11
- I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr0 -
BK said:I have never used the following option and wonder if it will do what you want? Edit menu > Preferences > Downloaded Transactions > Settings > "Automatic Assignment instead of prompting on Accept"
Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home
1
Answers
-
I have never used the following option and wonder if it will do what you want? Edit menu > Preferences > Downloaded Transactions > Settings > "Automatic Assignment instead of prompting on Accept"
- QWin Deluxe user since 2010, US subscription on Win11
- I don't use Cloud Sync, Mobile & Web, Bill Pay/Mgr0 -
BK said:I have never used the following option and wonder if it will do what you want? Edit menu > Preferences > Downloaded Transactions > Settings > "Automatic Assignment instead of prompting on Accept"
Quicken Classic Premier (US) Subscription: R62.16 on Windows 11 Home
1 -
Many thanks, this did the trick! I've used Quicken forever, probably since the first version, and somehow never discovered Preferences. Slow learner.0
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