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| In microsoft.public.money, Otipher wrote: - quote - > I'm trying to reallocate lots for investment transactions
I would void each sell. Then un-void each starting with the first.> in 2004. The help system says "right-click the sell > transaction in portfolio investment activity view and > select 'reallocate lots' from the shortcut menu". > I cannot find this option anywhere. I believe I used it > in earlier versions. > I need to reassign sale by tax lots for my 2003 > activities to FIFO across all investments. If you right-click a Sell transaction there may be the choice to reallocate lots for that sell, but that would let you reallocate to unallocated lots. So I would use the void method. |
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| On Mon, 29 Dec 2003 18:42:16 -0800, "Otipher" <anonymous[at]discussions.microsoft.com> wrote: - quote - > I'm trying to reallocate lots for investment transactions
In Money 2003 you could not do this in a retirement account. But I don't know> in 2004. The help system says "right-click the sell > transaction in portfolio investment activity view and > select 'reallocate lots' from the shortcut menu". > I cannot find this option anywhere. I believe I used it > in earlier versions. > I need to reassign sale by tax lots for my 2003 > activities to FIFO across all investments. > thanks > Otipher about 2004. --ron |
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| I'm trying to reallocate lots for investment transactions in 2004. The help system says "right-click the sell transaction in portfolio investment activity view and select 'reallocate lots' from the shortcut menu". I cannot find this option anywhere. I believe I used it in earlier versions. I need to reassign sale by tax lots for my 2003 activities to FIFO across all investments. thanks Otipher |
| Tags |
| 2004, investment, lots, money, reallocate |
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