Lot Sales Calculation Errors

[Derek Atkins]

Mike,

"Mike C." <subscribe307 at verizon.net> writes:

> That works sometimes but as I remember if there are a number of sales it
> may cause errors in the reported capital gains in earlier lots and you
> have to delete all the sales and start over with the initial sales.
> Mike

Yes, if you make a change then you have to delete all auto-created
transactions that occur *after* the date of your correction and then
re-scrub.

-derek

> On 3/22/2011 8:20 AM, Derek Atkins wrote:
>> "Mike C." <subscribe307 at verizon.net> writes:
>>
>>> Yes, I did rescrub the account and that not fix the problem.  I see that
>>> the bug report has been marked "enhancement" so I assume it will not be
>>> addressed with any priority.  For those of us that use the program for
>>> investments it is important that there is a way  to determine
>>> gains/losses when there are multiple buys and sales for a particular
>>> stock or mutual fund.  It seems to work great when there are no changes
>>> but when there has been a change in recording a sale in the past, the
>>> data is invalid and there is no easy way to determine this has happened.
>>> I realize that there are other details being worked by volunteers and
>>> you all have developed a great program used for a lot of different
>>> activities.  I just hope this issue can be addressed for those of us
>>> that track investments.
>>> Mike
>> Well, the other workaround is that when you change a sold commodity you
>> need to also delete the cap-gains transaction and re-scrub.  Does that
>> work?
>>
>>>>> Please remember to CC this list on all your replies.
>>>>> You can do this by using Reply-To-List or Reply-All.
>>>> -derek
>> -derek
>>
>
>

-- 
       Derek Atkins, SB '93 MIT EE, SM '95 MIT Media Laboratory
       Member, MIT Student Information Processing Board  (SIPB)
       URL: http://web.mit.edu/warlord/    PP-ASEL-IA     N1NWH
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