Accepting Downloaded Sell Transactions, Forced to Choose Cost Basis Method

Question

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?

BK · Accepted Answer

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"

Boatnmaniac · Accepted Answer

I have my investment accounts set up like this and it has worked really well for me....usually.  Once in a while I am still prompted to assign the lot(s) for a SELL transaction but that is an exception and it does not happen very often.  Usually, Quicken simply takes care of it for me.