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Accept and Accept All not functioning

scottforgues

In my registers, accept and accept all are not functioning. They seem to be deactivated. I performed the validate and super validate as recommended in a post from 4/29/2022. No joy. Please help!

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scottforgues

Delete button also appears to be deactivated

Quicken Anja

Hello @sottforgues,

Thank you for reaching out to the Community and telling us bout your issue, though I apologize that you are experiencing this.

To gain a better understanding; despite nothing happening when you click on the buttons, do the buttons still appear normal, or are they greyed out? Also, are you seeing this in all/most of your registers or only some?

Thank you!

UKR

Are you talking about banking account registers or investment account registers?
Accept and Accept All in investment registers work differently from banking registers and may require you to accept each individual investment transaction, one at a time in chronological order.

Twoputt.

I'm having the same problem with investment transactions in Quicken Premier. I accept all transactions and the Buy transactions work fine but the Sale transactions open up a dialog wizard that asks for (first in, last in or average) and that wizard is not working. Closing Quicken and reopening does not work

UKR

Paul LeLievre said:

I'm having the same problem with investment transactions in Quicken Premier. I accept all transactions and the Buy transactions work fine but the Sale transactions open up a dialog wizard that asks for (first in, last in or average) and that wizard is not working. Closing Quicken and reopening does not work

By default, for Sale transactions you must specify the Lots you have sold: FIFO, LIFO or specific lot

However, there are some settings you can tweak, for each investment account:

Image: https://us.v-cdn.net/6031128/uploads/editor/4u/mzruht1xli5o.png

Go into Edit / Preferences / Downloaded transactions. Click the Lot assignment Settings button. In the popup enable Automatic Assignment and select FIFO or LIFO. Repeat for each investment account.