Can I eliminate the pop-up for stock sales asking about cost basis?

Andrew Prouty
Andrew Prouty Member ✭✭
in Investing (Windows)
I would be happy to specify/default somewhere the answer to that frequent question with every sale of cost basis - do you want to use cost basis or specify lots.

Is there a way to specify a default behavior?  I don't see one in overall preferences not account details.

For me convenience without the popups is more important that accurate cost basis within Quicken on this.

Thanks,
Andy

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    "Can I eliminate ... ".  Sorry but NO if you are selling less that ALL of the security.
    And "Average Cost Basis", which I believe that you're referencing at the end of your 1st paragraph, is only available for Mutual Funds ... not stocks or other securities.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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