How to graph capital gains by year?

AMP
AMP Quicken Windows Subscription Member ✭✭
edited June 2022 in Investing (Windows)
I've been long time user of Quicken Win.
While It's quite easy to to prepare a capital gains report by year, I have not been able to prepare a graph. Does anyone know how to do this in Win Quicken version R40.13?
Looking forward to any suggestions.
Cheers,
Andy

Comments

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    I would work through the Spending - Income/Expense by Category.  Customize to desired time frame, desired accounts.  Category selection of _RlzdGain (a hidden category).  Also include the LT and ST Gain distributions if desired.  The Graph will be a bar chart.    
  • AMP
    AMP Quicken Windows Subscription Member ✭✭
    Thanks Lurker:
    Your suggestion is very helpful.
    I'm wondering if one could plot a short term gains and long term gains as seperate bars by year.
    Is that possible?
    Cheers,
    Andy
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    AMP said:
    Thanks Lurker:
    Your suggestion is very helpful.
    I'm wondering if one could plot a short term gains and long term gains as seperate bars by year.
    Is that possible?
    Cheers,
    Andy
    Not possible out of Quicken, as far as I know. Only path I would see would be exporting data to spreadsheet and graphing from there. 
This discussion has been closed.