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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Is there a report that will show the individual lots that are sold in a transaction?
Jeffrey Kirk
I couldn't find one. Any help?
Thanks in advance.
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Accepted answers
J_Mike
The
Capital Gains Report
displays the
Date Acquired
and
Date Sold
info - the
Date Acquired
identifying the lot.
You can customize the report for All Dates and a specific Account and Security to Geta chronological summary for any given security.
Not sure this is the format your looking for but give it a look-see.
All comments
NotACPA
No, because once a lot is sold, it's GONE, and there's no record of it.
You'd need to review your SALE transactions for the security, one by one, to determine this.
J_Mike
The
Capital Gains Report
displays the
Date Acquired
and
Date Sold
info - the
Date Acquired
identifying the lot.
You can customize the report for All Dates and a specific Account and Security to Geta chronological summary for any given security.
Not sure this is the format your looking for but give it a look-see.
Jeffrey Kirk
Thank you J Mike. This is just what I am looking for.
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