Money: How to Track Stock Lots
  
PSS ID Number: Q153083
Article last modified on 09-12-1997
 
3.0 4.0 4.0a
 
WINDOWS
 

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3.0 4.0 4.0a 5.0
WINDOWS
kbusage kbhowto
 
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The information in this article applies to:
 
 - Microsoft Money version 5.0 for Windows 95
 - Microsoft Money version 4.0, 4.0a for Windows 95
 - Microsoft Money version 3.0
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SUMMARY
=======
 
Although Money does not have specific features for tracking stock lots,
this article discusses a method you can use to track them using Money.
 
A lot is a block of stock or mutual fund shares purchased at the same time.
For example, if you bought 100 shares of Parnell Aerospace on January 2nd
and 200 shares on March 5th, you would own two lots of Parnell Aerospace
stock.
 
MORE INFORMATION
================
 
How to Track Lots
-----------------
 
If you want to track your investment purchases by lot so you can specify
which purchase you're selling when you sell shares of a security, do the
following:
 
1. Use a slightly different name to record each separate purchase of
   the stock in the Money account register.
 
   For example, call the first lot "Parnell Aerospace (a)" and the
   second lot "Parnell Aerospace(b)" (without the quotation marks.)
 
2. When you sell the stock, enter a sell transaction for the specific
   group of shares (lot) you are selling.
 
   If you sell all of the stock, enter the sale of each "lot"
   separately.
 
NOTE: If you use this method, your reports and charts will reflect the
profits and losses for each lot rather than for the investment as a whole.
 
The names of companies, products, people, characters, and/or data mentioned
herein are fictitious and are in no way intended to represent any real
individual, company, product, or event, unless otherwise noted.
 
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Additional reference words: w_money investments
3.0 4.0 5.0 Rollerbob
 
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Version           : 3.0 4.0 4.0a
Platform          : WINDOWS
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Copyright Microsoft Corporation 1997.