sale of security allocation

wrddmd's Avatar


14 Mar, 2015 03:38 PM

Ok, having another issue with allocation of securities window. Please see the attachments below. I believe i am allocating the lots correctly to the sale, but Moneydance says I'm incorrect. Please review the two screen shots attached.

  1. 1 Posted by Rick on 18 Mar, 2015 05:53 AM

    Rick's Avatar

    I'm following up on this as I have received no response. Also, I am assuming that my attachments are no longer with my original note as they were not with this link. The fundamental problem is allocation of share lots associated with a stock sale. Even though the allocations I enter are exactly the sale amount, I get a message that the calculation is wrong and can go no further. I need to quit Moneydance to get out. Even worse, I can no longer do ANYTHING in that account as the mere act of selecting that account brings the error window back and halts the program. For me, this is making investment tracking in MD useless. Please help and provide a fix.

  2. 2 Posted by Scott Meehan on 25 Mar, 2015 03:33 PM

    Scott Meehan's Avatar

    Hi Rick,

    I'm terribly sorry for our delayed response! Somehow your inquiry slipped through the cracks.

    Unfortunately this is a bug in Moneydance. There's an existing ticket in our ticketing system regarding this issue, so I've attached it to this discussion and the developers will be looking into it.

    Please let us know if we can be of further assistance!

    Scott Meehan
    Infinite Kind Support

  3. 3 Posted by Ian L on 30 Mar, 2015 05:53 PM

    Ian L's Avatar

    Hi Rick,

    I responded on your other discussion, but I'm responding here also just in case you miss that one,

    I think we've fixed the issue with the lot matching window in build 1187 of Moneydance, which is available here:

    Can you install that version and let me know if you are still having trouble?

    Infinite Kind Support

  4. Ian L closed this discussion on 30 Mar, 2015 05:53 PM.

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