QWin 2017 Deluxe: report long term holdings?

Unknown
Unknown Member
edited February 2019 in Investing (Windows)
Quicken 2017 Deluxe (Windows)

I am trying to resolve differences between the number of shares for an individual security
reported in Quicken vs the number of shares reported by my broker for shares in an ESPP.

To start, I would like for Quicken to tell me how many shares are long-term and how many
shares are not.  The only way that I can find is to simulate a sale and reconcile the share
count via a capital gains report.  There has to be a better way...

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    I don't know if this is present in Deluxe ... but in the Portfolio in H&B I can add a column for 'Holding Period", which reports on each lot for the securities.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Vetta
    Vetta Member ✭✭
    edited October 2018
    It is also in Deluxe.
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2017
    Vetta said:

    It is also in Deluxe.

    Thx

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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