Automatically Apply FIF[O] to Investment Transactions

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

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  • Quicken Windows Subscription 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.
  • Quicken Windows Subscription 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...



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

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  • Quicken Windows Subscription 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. 
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