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| In microsoft.public.money, S. A. Gnezdov wrote: - quote - > I need to record a sell transaction with specific lots and I can't find
One more thing: to reallocate lots, I think you will need to have> where to pick lots. > Help section "Record lots in an investment sale in Porfolio Manager" says > the following: > To change an allocation you've already entered, click the investment > name. Right-click the transaction, click Reallocate Lots, and then make your > changes. > I can't find Reallocate Lots menu anywhere. I am using > Microsoft Money Plus Deluxe Version 17.0.120.727 some different unsold shares that exist as of the date of the Sell. You may have to first Void a different Sell to make the shares that you want to reallocate-to to be available. After reallocating, you could un-void the Sell, and allocate which shares that Sell now refers to. |
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| In microsoft.public.money, S. A. Gnezdov wrote: - quote - > I need to record a sell transaction with specific lots and I can't find
First, make> where to pick lots. Tools-> Settings-> InvestmentSettings-> TrackAllInvesmentsAsFIFO un-ticked. - quote - > Help section "Record lots in an investment sale in Porfolio Manager" says
After that change above, right-click the Sell transaction you want> the following: > To change an allocation you've already entered, click the investment > name. Right-click the transaction, click Reallocate Lots, and then make your > changes. to reallocate. - quote - > I can't find Reallocate Lots menu anywhere. I am using > Microsoft Money Plus Deluxe Version 17.0.120.727 |
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#-1
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| I need to record a sell transaction with specific lots and I can't find where to pick lots. Help section "Record lots in an investment sale in Porfolio Manager" says the following: To change an allocation you've already entered, click the investment name. Right-click the transaction, click Reallocate Lots, and then make your changes. I can't find Reallocate Lots menu anywhere. I am using Microsoft Money Plus Deluxe Version 17.0.120.727 |
| Tags |
| lots, recording, sell, transaction |
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