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Suggestion: Selling investments - lot matching automatically use FIFO

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KC

19 Jan, 2011 09:44 PM

I purchase most of my mutual funds through the automatic monthly investing, so over the years, I have a ton of lots each with a few fractional shares. When I go sell a large number of shares, I have to go through each lot to enter the shares to sell from each lot.

One improvement would be to allow the user to select FIFO and let Moneydance automatically match the lots in a FIFO fashion instead of having to manually enter the number shares from each lot. You can allocate the lots in the lot matching screen and let the user confirm before saving.

1. 1 Posted by Angie Rauscher on 20 Jan, 2011 10:01 AM

   

   KC,

   I think this is a wonderful idea and could be quite helpful to a number of our users. I have created a ticket for this issue. The ticket is attached to this discussion. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it. You will be automatically notified when updates are available on this feature.

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

   Angie Rauscher
   Moneydance Support

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2. 2 Posted by Mike on 20 Jan, 2011 02:25 PM

   

   Adding my vote to this request. A FIFO button on the lot matching popup would be excellent.

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3. System closed this discussion on 31 Mar, 2015 03:38 PM.