is there a way to have Quicken automatically use lot identification for stock sales and average cosl

felippe Quicken Windows Subscription Member

April 2020 in Investing (Windows)

when i sell a stock I am required to enter either lot identification or average cost.

0

Best Answer

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  UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

  April 2020 Answer ✓

  Mutual Funds, when correctly recorded in your Security List, should have the "Use average cost" flag enabled.

  For stocks you always need to select which lots you are selling. Select FIFO except when you have instructed the broker to sell specific lots.
  

  5

Answers

• 

  UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

  April 2020 Answer ✓

  Mutual Funds, when correctly recorded in your Security List, should have the "Use average cost" flag enabled.

  For stocks you always need to select which lots you are selling. Select FIFO except when you have instructed the broker to sell specific lots.
  

  5

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