Specifying lots in sales


J

Jeff

Quicken 2005

When I accept downloaded transaction in my investment account I am often
asked to specify lots. For my purposes I do not need to do that and I
therefore do not do so and instead just click on "OK". However this takes a
lot of unnecessary time.

Is there a way to tell Quicken to automatically assume I do not want to
specify the lot being sold?

Thanks
 
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M

Mike L

Quicken 2005

When I accept downloaded transaction in my investment account I am
often asked to specify lots. For my purposes I do not need to do that
and I therefore do not do so and instead just click on "OK". However
this takes a lot of unnecessary time.

Is there a way to tell Quicken to automatically assume I do not want
to specify the lot being sold?

Thanks
If you switch all securities to ave cost, it will not ask you about lots.
 
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J

John Pollard

Mike said:
If you switch all securities to ave cost, it will not ask you
about lots.
Average cost is only allowed for mutual funds; and in Q2005, the
option is only available for mutual funds. It's not clear how
op avoids needing to specify lot info in the real world; but I
know of no way to avoid it Quicken ... unless every sale is the
sale of shares of a mutual fund which qualifies for the average
cost method.
 

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