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Old 12-02-2015, 08:42 AM
 
171 posts, read 170,033 times
Reputation: 84

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I'll feel bad if there's an easy fix, but I'll also be happy!


For good or bad, I churn my brokerage accounts. I'll frequently sell only part of a certain holding. When I use one step update each day and it downloads the trades, I click on 'accept all' for an account and it balks on the sales, making me choose each sale entry, choose lots then click first in (That's how I sell things).


Is there a way to tell it to default to first in first out when identifying lots to sell when using one step update?


They were asking this 3 years ago at least:


https://qlc.intuit.com/questions/165...hen-accept-all


and 4 years ago:


https://qlc.intuit.com/questions/737...ock-sales-fifo


and I've been using quicken for decades? When did MYM (manage your money) kinda fold up? I never moved to the windows version of that.
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