Automatically Apply FIF[O] to Investment Transactions

System
System Member admin
edited August 2020 in Investing (Windows)
This discussion was created from comments split from: Automatically apply sell methodology to investment transactions.

Comments

  • Steve Lang
    Steve Lang Member ✭✭
    I also have the same question. How can I apply FIFI automatically without having to assign, IS Shares, Individually. As you can image it is too time consuming to do this manually. Any help would be greatly appreciated.
  • Sherlock
    Sherlock Member ✭✭✭✭
    edited August 2020
    I suspect you meant FIFO or LIFO.  FIFO is the default behavior.  We may control the behavior for each investment account: select Edit > Preferences...



  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Uh, just for the record - it is either LIFO or FIFO - there is no FILO.

                            Quicken Home, Business & Rental Property - Windows 10-Home Version

                                             - - - - Quicken User since 1984 - - - 
      -  If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you.  -

  • Sherlock
    Sherlock Member ✭✭✭✭
    Frankx said:
    Uh, just for the record - it is either LIFO or FIFO - there is no FILO.
    Uh, just for the record, LIFO and FILO are synonymous. 
This discussion has been closed.