I am encountering two issues with Quicken when specifying lot sales of a security: 1) acquisition dates shift for a subsequent sale when I sell part of a lot purchased; 2) sales seem to co-mingle lots of securities with different names but the same symbol. These circumstances may arise because I hold shares of the same security transferred to a new account from two different prior accounts -- one of which was a retail account, the other an ESPP account. Also, I could not effectively transfer the ESPP shares while retaining the ESPP categorization, so I have retained tracking of them using a unique security name.
I recently upgraded to Quicken 2017 Premier for Windows.
Anyone with similar issues?