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Extensible Markup Language  |  2001-07-25  |  3KB  |  41 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="dlxbiz" tNum="288809" author="leorabl" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>Specify which accounts hold investments to sell to finance a purchase</title>
  6.         <category>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>Click a method for deciding on the investments to sell, and then click <emph>Next</emph>.</li>
  16.             <li>In the left pane, click <emph>Include accounts</emph>.</li>
  17.             <li>Select the accounts you want to include in the analysis, and then click <emph>OK</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.         <extend>
  28.             <tease>Why can't I click <emph>OK</emph> to return to the Capital Gains Estimator?</tease>
  29.             <reveal>
  30.                 <p>It might be that you haven't selected any accounts for the Capital Gains Estimator to consider. Make sure you've selected at least one account.</p>
  31.             </reveal>
  32.         </extend>
  33.         <p><klink type="auvid" href="mnrefSpecialAvi09"/></p>
  34.         <include href="HandpickwhichinvestmentsIwanttosellCashFinder.xml#xpointer(*/index/klink)"/>
  35.         <include href="HaveMoneydecidewhichinvestmentstosellCashFinder.xml#xpointer(*/index/klink)"/>
  36.         <include href="LearnaboutCashFinderoptionsforpickinginvestmentstosell.xml#xpointer(*/index/klink)"/>
  37.         <include href="LearnabouttheCashFinder.xml#xpointer(*/index/klink)"/>
  38.         <include href="TroubleshoottheCashFinder.xml#xpointer(*/index/klink)"/>
  39.     </footer>
  40. </topic>
  41.