Change cost of a partial security sale to average cost

chicagobill Member
edited June 2023 in Investing (Windows)

I upgraded my Quicken to Premier so I could change the cost of a partial sale of one of my securities to average cost to agree with my broker's calculation. I deleted the prior version and installed the Premier version but I do not have the option on the
Edit Security Detail window to change the calculation. What am I doing wrong?



  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭

    Only mutual funds can be set to average cost. What kind of security are you talking about?

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭

    And unless you told the brokerage differently AT THE TIME OF THE TRADE, they almost certainly used FIFO which would impact your cost figures.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

This discussion has been closed.