Quicken for Mac 2018 - Capital Gains report?

Unknown
Unknown Member
edited May 2022 in Investing (Mac)
It doesn't look like Quicken for Mac 2018 has a capital gains report (like the comparable Windows version).  By clicking on the "Investment" heading (in the sidebar), we can then use the drop-down menu to see capital gains, but only for a pre-defined period of an arbitrary length.  You cannot get this report for a specific time period nor can you export this.  

Comments

  • J_Mike
    J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited January 2019
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • Unknown
    Unknown Member
    edited September 2018
    Thank you!  The Tax Schedule worked in that it gave me information about the accounts. 
  • Unknown
    Unknown Member
    edited October 2018
    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.
  • J_Mike
    J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2018
    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.

    Running QMac2018 latest release - I do see LTCG's & STCG's subtotaled by account.
    QWin & QMac (Deluxe) Subscription
    Quicken user since 1991

  • Unknown
    Unknown Member
    edited September 2018
    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 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.
  • J_Mike
    J_Mike Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2018
    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.

    Whoops!! - I wasn't paying close enough attention to your comments.

    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 1991

  • Unknown
    Unknown Member
    edited September 2018
    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.

    Hi again JM - thanks for your comment.  Any idea how to submit this as a feature request? 
  • smayer97
    smayer97 Quicken Mac Other SuperUser ✭✭✭✭✭
    edited September 2018

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