How can I apply FIFO automatically

Steve Lang · September 2020

How can I apply FIFO 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.

bmciance · September 2020

Assuming you are talking about downloaded transactions:

Edit > Preferences > Downloaded transactions > Lot assignment after investment download > Settings. For each account check the "automatic assignment instead of prompting on accept" checkbox and then select "Quicken default (First shares in for equities).

Sherlock · September 2020

I suggest you set the Lot assignment after investment download preferences for the account: select Edit > Preferences...

Image: https://us.v-cdn.net/6031128/uploads/editor/s4/oezppabbvwct.png

Image: https://us.v-cdn.net/6031128/uploads/editor/y2/frlqmsrwnqgw.png

bmciance · September 2020

Assuming you are talking about downloaded transactions:

Edit > Preferences > Downloaded transactions > Lot assignment after investment download > Settings. For each account check the "automatic assignment instead of prompting on accept" checkbox and then select "Quicken default (First shares in for equities).

Sherlock · September 2020

I suggest you set the Lot assignment after investment download preferences for the account: select Edit > Preferences...

Steve Lang · September 2020

Thank you very much for your help

How can I apply FIFO automatically

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