Hello. What does the custom goal "Minimize Amount" apply to? Is this minimum cost, shares, lots, gain? I'm unsure how to apply an importance for this part of the objective.
Bill, the documentation does not appear to define exactly what "Minimize Amount" refers to, so your question is a good one. My interpretation is that it likely refers to minimizing the dollar amount of securities sold (or proceeds generated) while meeting the other objectives, rather than minimizing shares, lots, cost basis, or gain specifically. However, I have not found any Quicken documentation that confirms this. You may want to experiment with different goal weightings and compare the lot selections or submit the question to Quicken Support for clarification.
