Automatic Lot Assignment Inactive

Member ✭✭
in Investing (Windows)
After this morning's update, my automatic lot assignment (First Shares In) is not functional and Quicken is asking for choice with each sale. Preferences setting is set for automatic First Shares In. Is there a fix?

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Answers

  • Quicken Windows Subscription Member ✭✭✭✭
    Please provide version of Quicken being used: select Help > About Quicken

  • Member ✭✭
    Version R26.14, Build 27.1.26.14
  • Quicken Windows Subscription SuperUser, Windows Beta Beta
    The update removed your previous preference setting. You need to set them up again.
  • Member ✭✭
    I'm confused by the settings. What I want is the downloaded transactions to show up in the list below the register, but when I click "Accept All", the equity sales will automatically get First In-First Out treatment. Please tell me which lines in the "Lot Assignment Options" list provides that outcome. Thank you.
  • Quicken Windows Subscription SuperUser, Windows Beta Beta
    Every account that you want to be set up to automatically to use first in/out needs to be individually selected in the pull-down with the options selected as shown.  Then click OK after you have chosen the desired option for each account.


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