The way I have gotten around the problem of sells being entered before buys
when the transactions occur on the same day is to void the sells during a
first download (by not accepting the sell transactions). At this point when
you go to the register you will see the buys (which you did accept) and voids
for the sells you did not accept. I then delete all the voids. Now you
should only have the buys for the day. Now download the transactions for the
day again, and you should be able to accept the sells. This process got
fairly quick with practice, but, of course it would be nice if the software
would work correctly.
"kyh" wrote:

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There is no way to order single day transactions properly unfortunately -
that means MSM doesn't support tracking external portfolio manager deals.
It's a pity even for PFM software.

Sergey

On Nov 23, 9:48 am, kyh <k...[at]discussions.microsoft.com> wrote:
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I think I've run into this before and the trick I used was the same.
I changed the buy date to the day before to force the order to show
the buy prior to the sell and then entered the sell transaction. I
believe that once you do this and have both trades entered, you can
then change the buy date back to the actual date. Not ideal, but a
reasonable workaround.

Jeff

It seems that the only way to fix the problem is to change the date on the
sell. After I have changed the date Money will let me delete the adjustment
"shares added" transaction. I suppose I could put a "shares removed"
adjustment transaction but then I am adding "junk" to my register.
If it is an ordering issue, I'd like to get the ordering changed.
All help is appreciated because I do like this Money better than the Quicken
I've been using for about 20 years.
Thanks for your help.

"Developer" wrote:

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Same thing with importing my ofx file even if <DTTRADE> element contains time
information - MSM violating the transactions time order and put all sells
first. Why? How to fix it? Depends on which criteria MSM ordering deals?

"kyh" wrote:

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I have another piece of the pie. money has inserted a position on the
previous day to adjust the balance at the institution. I don't know why?
Thanks for your help.

"kyh" wrote:

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I am trying out the Money Home and Business and imported my investments from
my financial institution. I have one stock that was bought and sold on the
same day. The sell shows up first in the form and for some reason does not
want to match. The stocks appear to still be in the account. Am I doing
something wrong or is there something I can do to tell the system that this
buy and sell go together.
Thanks for your help.