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
    1. Advertisements

  2. Jeff

    John Pollard Guest

    You can't.
     
    John Pollard, Mar 17, 2006
    #2
    1. Advertisements

  3. Jeff

    jsmith Guest

    Hmmmmm,

    My copy of Quicken Premier 2006 accepts both "bought" & "sold" transactions
    when I click on "accept all".........
     
    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
     
    Jeff, Mar 20, 2006
    #4
  5. Jeff

    Blackwood Guest

    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
    1. Advertisements

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments (here). After that, you can post your question and our members will help you out.