What happens if I don't specify lots in Sell Shares?

Options
ericsbcn
ericsbcn Quicken Windows 2017 Member ✭✭
edited June 9 in Errors and Troubleshooting (Windows)

Sometimes after I download and accept transactions for my brokerage account, I get the following popup message:

Snap4.jpg

I follow the instructions, which brings up this dialog:

Snap2.jpg

Then, I usually click the Specify Lots button and in the next dialog, I choose First In.

My question is, what happens if I just click OK, instead of Specify Lots? Is there a default?

Also - I always choose First In. Is there a way to set that as my default, so I don't have to keep doing the above for each sale?

Thanks.

Best Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    For online connected investment accounts check Edit / Preferences / Downloaded transactions. There are some settings you might want to take a closer look at.

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited May 11 Answer ✓

    My question is, what happens if I just click OK, instead of Specify Lots? Is there a default?

    The default is First In. If that is okay for you, just click the OK.

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    For online connected investment accounts check Edit / Preferences / Downloaded transactions. There are some settings you might want to take a closer look at.

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited May 11 Answer ✓

    My question is, what happens if I just click OK, instead of Specify Lots? Is there a default?

    The default is First In. If that is okay for you, just click the OK.

This discussion has been closed.

Categories