Re: You have entered an incorrect number of shares

John,

>>Is the 1000 sale lot the only one?
> no, there are 3 sales shown in the left pane

The software is probably checking the other two sales, and there's an error
with one or both of them. So even though it's not on the screen when you've
selected the 1000 share sale, the other two might add up to greater than the
available shares. The system verifies all 3 sales to ensure that no lots are
over-allocated.

I recommend checking all three sales by clicking on each of them in the left
pane, one at a time, before clicking OK.

The interface isn't the most user-friendly, I agree, and it's a somewhat
complicated situation (3 sales, dozens of buys). The software attempts to
simplify things by showing you only one sale at a time, but all sales are
considered when validating that particular fund.

I have some unsolicited advice too, which I imagine you've already
considered: since money-market funds are almost always fixed to $1.00, it
might make better sense for you to do average cost tracking instead of
lot-based for that particular investment, since you're unlikely to see any
capital gains advantages with lot-based. Average cost would duck the whole
issue of the lot-matching dialog.

Good luck!

--Kevin