How do to fix the cost of US security in CAD exchange rate at time of purchase?

SYB
SYB Member
edited April 10 in Investments (Windows)
I need to know the cost of a security purchased in US dollar account in terms of Canadian dollars using the exchange rate at the time of purchase for the purpose of calculating the average cost for capital gains tax purposes. For this purpose, I need to fix the exchange rate at the time of purchase. How can I do this?
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  • Quicken_Tyka
    Quicken_Tyka Alumni mod
    Hello @SYB

    Thank you for taking the time to visit the Community to ask your question, although I apologize that you have not received a response.

    At this time, there is no report or automated process to determine this information within Quicken. I would recommend locating the currency rate for the time of the transaction from a reputable source to calculate this amount.

    I have changed your post to an idea so that others may vote on this feature. Be sure to navigate to the top of this post and click the up arrow to add your vote!


    When Ideas have gained enough traction, they are reviewed by our development team for future consideration.

    Thank you,

    -Quicken Tyka


    ~~~***~~~
  • SYB
    SYB Member
    Thank you for your response -- this is a critical need for managing tax on investments in Canada and so I am disappointed that it is not available. I did not find the voting button at the top this post so I could not vote for it. Please let me know how I can vote.
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