Selecting Investment lots upon Sale
Is there a way that I can designate "For this Account, Always use FIFO upon sales?"
Sure would be helpful when my investment manager re-balances that account.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP
Comments
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I think so. The dialog which controls this is poorly written to the point of being unclear. I think the 2 settings I'm pointing at should do it, but you might want to experiment.
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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M y advisor just re-balanced yesterday … so It's going to be a while before this is tested, but it looks good. Exactly what I was asking for. THANKS
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
