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.