Stock sale that closed on 1/3/18 - Not Showing on Cap Gains Report

Mike16
Mike16 Member ✭✭
edited November 2018 in Investing (Windows)
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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2018
  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited August 2018

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Mike16
    Mike16 Member ✭✭
    edited August 2018
    The date range of the report is: 1/1/2018 through 8/11/2018.  So, should have included this 1/3/2018 trade.
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2018
    Is there a placeholder associated with the security?



    If you edit the transaction, and choose to specify lots, what do you see?



    Does the report customization include the relevant account? (As previously asked.)



    Is the security included in the report customization settings? Especially be wary of similarly named securities.
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    Check that this security and account are included in the report.



    Check that this is not a tax deferred account.
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  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • Mike16
    Mike16 Member ✭✭
    edited August 2018
    q.lurker said:

    Is there a placeholder associated with the security?



    If you edit the transaction, and choose to specify lots, what do you see?



    Does the report customization include the relevant account? (As previously asked.)



    Is the security included in the report customization settings? Especially be wary of similarly named securities.

    Thank you - 
    No - no placeholder.
    No ability to specify lots - sale came from one purchase.
    No issues with customized settings or security naming.
    DARN!!
  • Mike16
    Mike16 Member ✭✭
    edited August 2018
    Jim Harman said:

    Check that this security and account are included in the report.



    Check that this is not a tax deferred account.

    Thank you for your suggestions!
  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
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  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2018
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    QWin Premier subscription
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2018
    QWin Premier subscription
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2018
  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited August 2018

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2018
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  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    edited August 2018

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2018
  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2018

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

  • Bob_L
    Bob_L Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited August 2018
    When you ran the validate routine, did you include the option to recalculate investment lots? If not try that.

    Quicken Business & Personal Subscription, Windows 11 Home

  • Mike16
    Mike16 Member ✭✭
    edited August 2018
  • Mike16
    Mike16 Member ✭✭
    edited August 2018
    Thank you - but - there was only one purchase of this stock - so - no multiple lots to select between.
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