tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/5669-lot-matchingInfinite Kind: Discussion 2021-04-24T07:50:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-21T20:14:35Z2021-01-21T20:14:35ZLot Matching<div><p>Go to the investment account.<br>
Click securities (top right)<br>
Select the security in the little drop down (top right ish)<br>
Click edit LOTS (might be lot history)<br>
You should be able to change there.</p>
<p>Let us know?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-22T12:11:23Z2021-01-22T12:11:23ZLot Matching<div><p>Hi Stuart, I followed your instructions and its now all sorted.</p>
<p>Many Thanks</p>
<p>Ray</p></div>rayplayertag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-22T19:52:49Z2021-01-22T19:52:49ZLot Matching<div><p>I just sold some shares but when I go to the security, "edit lots" is greyed out.</p>
<p>Maybe I'm missing something.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-22T20:05:32Z2021-01-22T20:05:32ZLot Matching<div><p>You most likely have the security set to use Average Cost.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-22T20:08:33Z2021-01-22T20:08:33ZLot Matching<div><p>Well, admittedly this is the first time I've sold this security since I moved to moneydance, so I assume Average Cost is the default.</p>
<p>How do I change it? (I went to edit security - no love)</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-22T20:13:18Z2021-01-22T20:13:18ZLot Matching<div><p>On the security detail screen use the edit security button, the setting is a radio button on that screen.</p>
<p>Yes Average Cost is the default. It is a suitable setting for funds but for shares, depending on where you are in the world, it may not be.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-22T20:16:54Z2021-01-22T20:16:54ZLot Matching<div><p>don’t see it.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-22T20:19:31Z2021-01-22T20:19:31ZLot Matching<div><p>tools/securities<br>
edit securities (pick stock)<br>
edite (radio button) next to security name</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-22T21:50:15Z2021-01-22T21:50:15ZLot Matching<div><p>I know the window that you re showing all I can say is that I'm currently on Linux system, yes I regularly use different machines, and all I can say is from the security details screen I end up with a dialog shown below</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-22T22:00:27Z2021-01-22T22:00:27ZLot Matching<div><p>Me too. It looks like you’re trying to edit the security from the tools/security screen and not the investment account security screen?</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-22T22:08:36Z2021-01-22T22:33:49ZLot Matching<div><p>.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-23T03:01:36Z2021-01-23T03:01:36ZLot Matching<div><p>Ok, so how do i get to your window vs my window? I showed my path.<br>
Show me yours.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-23T03:09:13Z2021-01-23T03:09:13ZLot Matching<div><p>Look at my underlying screen image, I have the investment account open, I select the Security Detail screen, make sure the security I want is selected, then click on the Edit Security button from the group of six buttons underneath the summary information.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-23T04:04:26Z2021-01-23T04:04:26ZLot Matching<div><p>Ok, i get-it. Still not intuitive, given it is a parameter.</p>
<p>I set it correctly, then cannot enter any values, everything is non enterable or matchable. So, still no win.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-23T04:11:47Z2021-01-23T04:12:29ZLot Matching<div><p>Also two pertinent items</p>
<p>I get A "not match" in all situations.</p>
<p>Also, I can't get rid of the window. It keeps popping up even after multiple cancels.''</p>
<p>yes ultimately i can get rid of the window, but others might not. cancel does not work.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-23T04:18:37Z2021-01-23T04:18:37ZLot Matching<div><p>You have allocated the incorrect amount of shares</p>
<p>is the standard response.</p></div>dtdtag:infinitekind.tenderapp.com,2009-01-14:Comment/489847192021-01-23T07:42:13Z2021-01-23T07:42:13ZLot Matching<div><p>Keeps popping up means that not all shares are properly matched….</p></div>Stuart Beesley (Mr Toolbox)