lot matching

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21 May, 2015 02:29 AM

the mondydance 2015 manual pdf says on page 52 that:

"In essence, the cost basis of a set of shares is the amount that was spent acquiring those shares. Moneydance currently supports Average Cost and Lot-based Cost calculations."

However, I'm not able to find any more information about this feature. I have poked around in the application and can't find anyway to specify lots when selling a stock. Am I missing something? I'm on a Mac.


  1. 1 Posted by dwg on 21 May, 2015 04:21 AM

    dwg's Avatar

    You have to set which of the methods you will use beforehand.

    To do this when in the account go to the Securities Details Tab, select the security then select the "Edit Security" button, in here select which method you will use.

    Please note that there are Lot matching issues in MD2015 at this point in time.

  2. 2 Posted by Elizabeth M G S... on 21 May, 2015 11:21 PM

    Elizabeth M G Simon's Avatar

    That’s great, thanks.


  3. System closed this discussion on 19 Mar, 2016 04:55 AM.

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