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Old 01-13-2005, 03:17 PM
Nestor
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Default Re: Q: SELL transactiosn not enabling Reallocate Lots

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.

 
Old 01-11-2005, 08:48 PM
Cal Learner-- MVP
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Posts: n/a
Default Re: Q: SELL transactiosn not enabling Reallocate Lots

In microsoft.public.money, Nestor wrote:

- quote -

> 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.

  #-1  
Old 01-11-2005, 07:37 PM
Nestor
Guest
 
Posts: n/a
Default Q: SELL transactiosn not enabling Reallocate Lots

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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