Why is it so difficult to accept and update investment transactions - lot assignment
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S M
Member ✭✭
I download account activity from my investment account. Accept downloaded transactions will not accept all transactions. Many (many!) of them I have to go in and individually specify to select lots based on First In. Quicken should have ability to set a rule, "Always accept transactions based on First In". It takes 10 to 15 seconds to edit and update each one, which means a very long time to update a busy month of transactions.
C'mon, please, is there a solution to make "First In" a default condition for accepting investor account sell transactions?
C'mon, please, is there a solution to make "First In" a default condition for accepting investor account sell transactions?
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Best Answer
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Quicken has that feature. You need to go to Edit > Preferences > Downloaded transactions > check Settings for "Lot assignment after investment download" > select the account > check the box for "Automatic Assignment instead of prompting on Accept" > tick "Quicken Default (First Shares In for Equities)" > OK. When transactions are downloaded, click on "Accept All" and Sell lot assignments will be done automatically and all transactions will be entered into the register.
(Quicken Classic Premier Subscription: R55.26 on Windows 11)
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Answers
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Quicken has that feature. You need to go to Edit > Preferences > Downloaded transactions > check Settings for "Lot assignment after investment download" > select the account > check the box for "Automatic Assignment instead of prompting on Accept" > tick "Quicken Default (First Shares In for Equities)" > OK. When transactions are downloaded, click on "Accept All" and Sell lot assignments will be done automatically and all transactions will be entered into the register.
(Quicken Classic Premier Subscription: R55.26 on Windows 11)
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Good, thanks. The Default (First Shares) was working - and the Preferences setting to Automatic fixed the problem for me.1
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