How to specify lots when selling a share in Reckon Personal

Legacy KB ID: 4822

Question

I have bought shares over a number transactions over a period of time.  When I sell shares how do I specify from which purchase they should be sold?

Answer

Unless otherwise instructed, Reckon Personal(formerly Quicken) will sell shares on an average basis – that is the average price of the shares bought. 

You can select specific lots by clicking on the Specify Lots button on the Sell–Shares Sold entry form. 

 

Detailed Instructions

1.    In the Investing Centre, select your brokerage account, click Enter Transaction, and select Sell – Shares Sold;

2.    Enter the details for the transaction;

3.    Click on the Specify Lots button to see a list of your Buy transactions;

4.    There are a few short-cut methods to sell the shares.  Click on the appropriate box:

a.    First Shares In;

b.    Last shares In;

c.    Minimum Gain;

d.    Maximum Gain;

5.    For other variations of selling your holdings, enter the number of shares to be sold from each lot in the Shares to Sell column of the list;

6.    Click OK to complete the selection and then Enter/Done or Enter/New to complete the transaction. 

 


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonaccounts

Or Log a Support Ticket: https://www.reckon.com/au/support/

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