Unmatched lots

robert.l.spaulding's Avatar

robert.l.spaulding

Dec 12, 2015 @ 01:04 PM

Check for unallocated lots in all investment accounts. I find myself having to revisit every security in my multiple portfolios to be prompted for lot matching. Can an option be added to check for unallocated lots across all investment accounts. Maybe just automatically run this check prior to viewing investment reports and alert if unmatched lots exist.

  1. 1 Posted by Tom Freeman on Dec 16, 2015 @ 08:28 PM

    Tom Freeman's Avatar

    Did you recently convert a file from an older version of MD to MD 2015.

    If so which build of MD 2015 are you currently using? Help About MD.

    Did you change from avg cost to lot match after the conversion?

    Tom Freeman
    Infinite Kind Support

  2. 2 Posted by robert.l.spauld... on Dec 23, 2015 @ 03:05 PM

    robert.l.spaulding's Avatar

    Been swapping between beta and production of 2015

  3. 3 Posted by Tom Freeman on Dec 28, 2015 @ 01:09 AM

    Tom Freeman's Avatar

    Which build are you on now. Help > about MD

    There were some issues with lot match on early builds of MD 2015. It should be resolved now.

    You can download the latest build of Moneydance from here: http://infinitekind.com/preview

    Tom Freeman
    Infinite Kind Support

  4. Tom Freeman closed this discussion on Dec 28, 2015 @ 01:09 AM.

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