How can I apply FIFO automatically
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Steve Lang
Member ✭✭
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.
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Best Answers
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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).5 -
I suggest you set the Lot assignment after investment download preferences for the account: select Edit > Preferences...
5
Answers
-
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).5 -
I suggest you set the Lot assignment after investment download preferences for the account: select Edit > Preferences...
5 -
Thank you very much for your help0
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