If you assign the wrong lot (A block of stock or mutual fund shares purchased at the same time. For example, if you purchase 100 shares of Litware, Inc. on January 10, and 50 shares of Litware, Inc. on January 11, you would own two lots of Litware, Inc. When securities are sold, Money will assume a FIFO (First In, First Out) sale flow. Therefore, if you later sold 50 shares of Litware, Inc., Money will assume half the first lot has been sold.) when you're selling shares, you can change the lot allocation in the Allocate Lots dialog box.

1  Go to the Account Register for the investment account in which you sold the shares.

How?

1  On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Accounts.

2  At the top of the left pane, click the down-arrow  , and then click the account you want.

If you don't see the account you want, look for it under Other Open Accounts or Closed Accounts.

2  Highlight the transaction with the lot assignment you want to change. The shares could be closed through either a Sell, Remove Shares, or Cover Short transaction.

3  Right-click the transaction in the register, and then click Reallocate Lots on the menu.

In the Allocate Lots dialog box, Money lists the lots available for this investment.

4  Click Clear to clear the original lot allocation.

5  Highlight the lot you want to sell. In the Enter shares to allocate from above field, enter the number of shares you want to sell. If all the shares you want to sell are in the same lot, click All.

6  Click Finish.

 Important

If you make a selection other than FIFO (first in, first out), you must notify your broker in writing of your lot specification so the brokerage sells the lots you designate.

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How do I track lots using the Lot wizard?

What are lots?