Money: How to Reallocate Lots After Entering Invstment Sell
Article ID: 173874
Article Last Modified on 1/20/2007
APPLIES TO
- Microsoft Money 99 Standard Edition
- Microsoft Money 98 Standard Edition
- Microsoft Money 98 Deluxe Edition
- Microsoft Money 98 Financial Suite Edition
This article was previously published under Q173874
SUMMARY
In Microsoft Money, you can allocate lots when you enter a Sell, Remove
Shares, or Cover Short transaction. The method for doing so depends on
which version of Money you are using.
MORE INFORMATION
Method for Money 99
In Money 99, use the right mouse button to click (right-click) the Sell,
Remove Shares, or Cover Short transaction. On the shortcut menu click
Reallocate Lots.
Method for Money 98
In Money 98 there is no simple way to reallocate the lot assignments.
You must delete the original transaction and enter a new one. Be sure
to carefully select the correct lots in the Allocate Lots dialog box.
For more information on lots and correcting lot allocations refer to the
"To correct the lot designation of shares sold" topic (under Lots) in
Money Online Help.
Additional query words: w_money 6.0 7.0 hat
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