Knowledge Base

Money: How to View Lot Information

Article ID: 171712

Article Last Modified on 1/20/2007

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This article was previously published under Q171712

SUMMARY

Money tracks lots internally. You cannot view a list of lots anywhere except in Allocate Lots. You can only access this during a Sell transaction. However, you can use the Capital Gains report to show transactions broken down by date bought and sold.

MORE INFORMATION

Viewing the Capital Gains Report

To view the Capital gains report, follow these steps:
  1. On the Money navigation bar, click Reports.
  2. Click Taxes, and then double-click the Capital Gains report.
  3. Compare the Date Bought and Date Sold columns. You may determine which lot a particular transaction belongs to.

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