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#1
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| It was for stocks. I managed to solve this by adding in a dummy transaction before my earliest purchase for more shares than I ever bought. At that point, "reallocate lots" was available on all my sell transactions. I was able to reallocate as I needed to and I was able to delete the dummy transaction at the end. Perhaps this should be in a KB article... "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Nestor wrote: > > I have a sequence of sells. In the Account Register view, I right click on a > > sell. Some of them have Reallocate Lots and others don't. I really need to > > reallocate. > Funds, or stocks? You would want to make sure that you are not set > to track all investments as FIFO, and that the details for each fund > you want to reallocate lots for would be set for Actual Cost Basis. |
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| In microsoft.public.money, Nestor wrote: - quote - > I have a sequence of sells. In the Account Register view, I right click on a
Funds, or stocks? You would want to make sure that you are not set> sell. Some of them have Reallocate Lots and others don't. I really need to > reallocate. to track all investments as FIFO, and that the details for each fund you want to reallocate lots for would be set for Actual Cost Basis. |
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#-1
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| I have a sequence of sells. In the Account Register view, I right click on a sell. Some of them have Reallocate Lots and others don't. I really need to reallocate. |
| Tags |
| enabling, lots, reallocate, sell, transactiosn |
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