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Home Screen Income & Expense Capital Gains/Losses 401k

WillMcD

I like the direction of the Home Screen. However I noticed that I showed some significant negative income in some months due to Exchanges (Sell and Buys) reflecting as Capital Losses in my 401k Account. Seems like this view is not taking account type (401k shouldn't have cap gains/losses) into consideration in creating the view.

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Comments

jacobs

You're correct that there are no user controls over which accounts are included in the Dashboard cards currently. This issue came up when the Income & Expense card was introduced in the previous release, and many users wanted to exclude retirement income, or all investing income, in order to see their "operating" income versus their expenses. The Quicken Mac product manager has said that they will be adding some user controls regarding accounts for Dashboard cards in a future release. We don't know what amount of settings controls they will be adding, or when it will be released, but we've been told that it's coming!