Accept All does not accept all?

Discussion in 'Quicken' started by Jeff, Mar 17, 2006.

  1. Jeff

    Jeff Guest

    I download data from my broker into Quicken. After downloading I like to
    click on "Accept All" to accept all the transactions. (I check them later,
    but this clears the red flag by the account). However I noticed that
    "Accept All" causes Quicken to accept all the "Bought" transactions but none
    of the "Sold" transactions. I then have to individually accept each sold
    transaction. 90% of the time these sold transactions are not asking for
    which lot or anything other than my individually clicking on the "Accept"
    button.

    How can I make Quicken automatically accept the sold transactions just like
    it automatically accepts the "bought" transactions when I click on "Accept
    All"?

    Jeff
     
    Jeff, Mar 17, 2006
    #1
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  2. Jeff

    John Pollard Guest

    Jeff wrote:
    > I download data from my broker into Quicken. After downloading
    > I like
    > to click on "Accept All" to accept all the transactions. (I
    > check
    > them later, but this clears the red flag by the account).
    > However I
    > noticed that "Accept All" causes Quicken to accept all the
    > "Bought"
    > transactions but none of the "Sold" transactions. I then have
    > to
    > individually accept each sold transaction. 90% of the time
    > these sold
    > transactions are not asking for which lot or anything other
    > than my
    > individually clicking on the "Accept" button.
    >
    > How can I make Quicken automatically accept the sold
    > transactions
    > just like it automatically accepts the "bought" transactions
    > when I
    > click on "Accept All"?


    You can't.

    --
    John Pollard
    First initial underscore Last name at mchsi dot com
    Please reply to newsgroup
     
    John Pollard, Mar 17, 2006
    #2
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  3. Jeff

    jsmith Guest

    Hmmmmm,

    My copy of Quicken Premier 2006 accepts both "bought" & "sold" transactions
    when I click on "accept all".........


    "John Pollard" <> wrote in message
    news:YQGSf.33537$oL.30112@attbi_s71...
    > Jeff wrote:
    >> How can I make Quicken automatically accept the sold transactions
    >> just like it automatically accepts the "bought" transactions when I
    >> click on "Accept All"?

    >
    > You can't.
    >
    > --
    > John Pollard
    > First initial underscore Last name at mchsi dot com
    > Please reply to newsgroup
    >
     
    jsmith, Mar 19, 2006
    #3
  4. Jeff

    Jeff Guest

    That is why I asked. I think in my case it needs to ask which lot to use
    for the sale. Mybe there is a setting that tells Quicken to ignore lots in
    sales and use the oldest one first. But I have not found that setting to
    change it.

    Jeff

    jsmith wrote:
    > Hmmmmm,
    >
    > My copy of Quicken Premier 2006 accepts both "bought" & "sold"
    > transactions when I click on "accept all".........
    >
    >
    > "John Pollard" <> wrote in message
    > news:YQGSf.33537$oL.30112@attbi_s71...
    >> Jeff wrote:
    >>> How can I make Quicken automatically accept the sold transactions
    >>> just like it automatically accepts the "bought" transactions when I
    >>> click on "Accept All"?

    >>
    >> You can't.
    >>
    >> --
    >> John Pollard
    >> First initial underscore Last name at mchsi dot com
    >> Please reply to newsgroup
     
    Jeff, Mar 20, 2006
    #4
  5. Jeff

    Blackwood Guest

    "jsmith" <> wrote in message
    news:...
    > Hmmmmm,
    >
    > My copy of Quicken Premier 2006 accepts both "bought" & "sold"
    > transactions when I click on "accept all".........


    I very rarely do an "accept all", but I happened to do one recently in an
    investment account containing mutual funds in Quicken Premier 2004. It did
    not accept the "sold" transactions and popped up a message saying that there
    was additional information needed for those transactions. When I went to
    accept them one by one, I was asked to specify the lots that were being
    sold. I think it likely that if I had previously specified that I was using
    the "average cost" method I would not be asked to specify lots, and "accept
    all" would have accepted the sells as well as the buys. Is it possible that
    you are using the average cost method?
     
    Blackwood, Mar 20, 2006
    #5
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