Happy New Year!

I've been trading a lot and I use Quicken's Online Update feature to
download transactions from my brokerage. My woe is that Quicken does
not accept ALL transaction when I click "Accept All". Instead, I have
to Accept each one (well most of them anyway) manually. Worse yet, I'm
prompted to specify lots. That's a lot of mouse clicks EVERYDAY!

Does anyone have a good solution? Ideally, if Quicken can let me
specify default lot assignment to be First Shares In, then I shouldn't
have to do anything when I "Accept All".



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. After that, you can post your question and our members will help you out.

Ask a Question