Turn off prompting for Cost Basis on a Money Market Fund

jdigital Member ✭✭
edited April 2023 in Investing (Windows)

Is there a way to tell Quicken not to prompt me for the cost basis each time I sell from shares in a money market fund?

Under Security Details, I've already set the security to type "Money Market" and checked "Use Average Cost". This is in a brokerage account.


  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭

    I'm not sure I'm following. Is the prompt asking for lot identification or for cost basis?

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • jdigital
    jdigital Member ✭✭

    sorry, i didn't have the popup in front of me at the time. it's probably the lot identification, and i always select "average cost".

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    I agree it is annoying to have to confirm Average Cost or assign lots every time I sell a money market fund.

    As far as I can tell, the only way to get it to skip the popup about lot assignment is to set the default to FIFO or LIFO for all the securities in the account.

    QWin Premier subscription
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