Lot Matching

Noname's Avatar


06 Aug, 2009 10:22 PM

I sold my all my shares of a stock and then bought new shares. Whenever I go to look at this stock in MD the lot matching box pops up. It asks me to match the shares sold with the available tax lots. I do that and it always comes back telling me that I have allocated an incorrect number of shares. In the interim, I can not get the correct cost basis to display for the new shares I bought. Any ideas on what I'm doing wrong?

  1. 1 Posted by Angie Rauscher on 17 Sep, 2009 01:43 AM

    Angie Rauscher's Avatar

    My apologies for the delay in response. Are you still having this issue? Could you please let me know which build you are using, as well as which OS?

    Please let me know how I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  2. Angie Rauscher closed this discussion on 17 Sep, 2009 01:43 AM.

  3. Noname re-opened this discussion on 17 Sep, 2009 03:53 AM

  4. 2 Posted by Noname on 17 Sep, 2009 03:53 AM

    Noname's Avatar

    I was able to resolve this issue. Thanks.

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