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Old 12-30-2003, 04:28 AM
Cal Learner-- MVP
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Default Re: How to reallocate investment lots in Money 2004?

In microsoft.public.money, Otipher wrote:

- quote -

> 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.


I would void each sell. Then un-void each starting with the first.

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.


 
Old 12-30-2003, 02:17 AM
Ron Rosenfeld
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Default Re: How to reallocate investment lots in Money 2004?

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 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


In Money 2003 you could not do this in a retirement account. But I don't know
about 2004.



--ron
  #-1  
Old 12-30-2003, 01:42 AM
Otipher
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Posts: n/a
Default How to reallocate investment lots in Money 2004?

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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