Quicken for Mac 2018 - Capital Gains report?
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QWin & QMac (Deluxe) Subscription
Quicken user since 19910 -
Thank you! The Tax Schedule worked in that it gave me information about the accounts.0
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One cool feature request would be to sub-group by accounts. One workaround is of course to just select one account at a time and export. However, it would be nice to see information from several accounts but sub-total by account.0
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Running QMac2018 latest release - I do see LTCG's & STCG's subtotaled by account.Gaurav Khanna said:One cool feature request would be to sub-group by accounts. One workaround is of course to just select one account at a time and export. However, it would be nice to see information from several accounts but sub-total by account.
QWin & QMac (Deluxe) Subscription
Quicken user since 19910 -
I am running the latest release. I do see LTCG and STCGs ... however, if the report itself is customized to search in several accounts ... in the report itself, I cannot group all the Schedule D transactions by sub-account. It lists all of the transactions and has a header for the account it is part of. None of the pulldown menus have the option to group by sub-account. That said, I may be missing something -- if you have a screenshot, that would be great.Gaurav Khanna said:One cool feature request would be to sub-group by accounts. One workaround is of course to just select one account at a time and export. However, it would be nice to see information from several accounts but sub-total by account.
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Whoops!! - I wasn't paying close enough attention to your comments.Gaurav Khanna said:One cool feature request would be to sub-group by accounts. One workaround is of course to just select one account at a time and export. However, it would be nice to see information from several accounts but sub-total by account.
I do see the activity grouped by account under STCG's and LTCG's - but they are NOT subtotaled by account. Only the totals for ST & LT gains are reported.
Subtotals by account would be a useful piece of info.QWin & QMac (Deluxe) Subscription
Quicken user since 19910 -
Hi again JM - thanks for your comment. Any idea how to submit this as a feature request?Gaurav Khanna said:One cool feature request would be to sub-group by accounts. One workaround is of course to just select one account at a time and export. However, it would be nice to see information from several accounts but sub-total by account.
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(Canadian user since '92, STILL using QM2007)0