Lot identification for investment sales

dmoore24
dmoore24 Quicken Windows Subscription Member ✭✭
edited April 6 in Investing (Windows)

Sometimes I sell a small number of shares from a large number of investments in my portfolio. Quicken Classic Business & Personal asks me to specify lots for each partial sale from the portfolio. Is there a way to bulk specify "Lot Identification" for all of the sales so that I don't have to do each sale individually?

Best Answers

  • QuickUserPSP
    QuickUserPSP Member, Windows Beta Beta
    Answer ✓

    @dmoore24 - if you go to Edit→Preferences→Downloaded Transactions→Lot assignment

    image.png

    For each account you can specify how lots should be treated when investment sales or remove shares transactions are downloaded.

    image.png

  • dmoore24
    dmoore24 Quicken Windows Subscription Member ✭✭
    Answer ✓

    Yay! Thanks for that.

Answers

  • QuickUserPSP
    QuickUserPSP Member, Windows Beta Beta
    Answer ✓

    @dmoore24 - if you go to Edit→Preferences→Downloaded Transactions→Lot assignment

    image.png

    For each account you can specify how lots should be treated when investment sales or remove shares transactions are downloaded.

    image.png

  • dmoore24
    dmoore24 Quicken Windows Subscription Member ✭✭
    Answer ✓

    Yay! Thanks for that.

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