Microsoft KB Archive/313416

= Money 2000: Lot Wizard Does Not Start When Expected =

Article ID: 313416

Article Last Modified on 1/31/2007

-

APPLIES TO


 * Microsoft Money 2000 Business & Personal Edition
 * Microsoft Money 2000 Deluxe Edition
 * Microsoft Money 2000 Standard Edition

-



This article was previously published under Q313416



SYMPTOMS
When you sell investments in Microsoft Money, the Lot Wizard may not start as expected.



CAUSE
This behavior may occur when one of the following conditions is true:
 * You have only one lot for a particular investment.

-or-
 * The Track all investments as FIFO (first acquired) check box is selected.

If you have only one lot for a particular investment, the Lot Wizard does not need to start.

If you select the Track all investments as FIFO (first acquired) check box on the General tab of the Options dialog box, the decision about which lot to sell is made automatically the Lot Wizard does not need to start.



RESOLUTION
To resolve this issue, make sure that you have more than one lot for the investment, and then click to clear the Track all investments as FIFO (first acquired) check box. To do this, follow these steps:
 * 1) Start Money.
 * 2) Make sure that you have more than one lot purchased for your investment.
 * 3) On the Tools menu, click Options.
 * 4) In the Options dialog box, click the Investments tab.
 * 5) Click to clear the Track all investments as FIFO (first acquired) check box, and then click OK.



MORE INFORMATION
When you purchase shares of the same investment in different transactions, you purchase them in lots. The Lot Wizard helps you specify which lot of a stock or mutual fund you want to sell during a particular transaction.

Keywords: kbprb KB313416

-

[mailto:TECHNET@MICROSOFT.COM Send feedback to Microsoft]

© Microsoft Corporation. All rights reserved.