Selecting Investment lots upon Sale

NotACPA
NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
edited July 2023 in Registers & Transactions (Windows)

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

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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.

    fifo.png

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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 VP

This discussion has been closed.

Categories