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Extensible Markup Language  |  2003-06-18  |  2KB  |  34 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="core" tNum="288809" author="a-gabr" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>Specify which accounts hold investments to sell to finance a purchase</title>
  6.         <category fLocale="cdn">lifeplan</category>
  7.         <klink type="prcdr">How do I specify which accounts hold investments to sell to finance a purchase?</klink>
  8.     </index>
  9.     <content>
  10.         <p>You can choose the specific accounts that contain investments you'd consider selling. If you know you want to sell investments in certain accounts, you can select them for the Purchase Wizard analysis.</p>
  11.         <ol>
  12.             <li>On the <emph>Planner</emph> menu, click <emph>Purchase Wizard</emph>.</li>
  13.             <li>Follow the instructions on the screen.</li>
  14.             <li>On the <emph>How do you want to pay for this purchase?</emph> page, click <emph>Sell investments and pay cash</emph>, and then click <emph>Next</emph>.</li>
  15.             <li>Select <emph>Hand-pick the investments you want to sell</emph>, and then click <emph>Next</emph>.</li>
  16.             <li>In the left pane, click <emph>Select accounts</emph>.</li>
  17.             <li>Select the accounts you want to include in the analysis, and then click <emph>Next</emph>.</li>
  18.         </ol>
  19.     </content>
  20.     <footer>
  21.         <extend>
  22.             <tease>What accounts does Money include by default in the Purchase Wizard?</tease>
  23.             <reveal>
  24.                 <p>Money includes investments in your non-retirement accounts. It does not include any investments from retirement or dependents' accounts, because those accounts typically have restrictions on the use of their assets. It also excludes employee stock option grants in any of your accounts.</p>
  25.             </reveal>
  26.         </extend>
  27.         <p><klink type="auvid" href="mnrefSpecialAvi09"/></p>
  28.         <include href="HandpickwhichinvestmentsIwanttosellCashFinder.xml#xpointer(*/index/klink)"/>
  29.         <include href="LearnaboutCashFinderoptionsforpickinginvestmentstosell.xml#xpointer(*/index/klink)"/>
  30.         <include href="LearnabouttheCashFinder.xml#xpointer(*/index/klink)"/>
  31.         <include href="TroubleshoottheCashFinder.xml#xpointer(*/index/klink)"/>
  32.     </footer>
  33. </topic>
  34.