Change cost of a partial security sale to average cost
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?
Comments
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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 Premier (US) on Win10 Pro.
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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 VP0
