BUG: Buy/Sell preview is mixing tax years

Rocket J Squirrel
Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭
edited January 2024 in Investing (Windows)

This year, 2023, I realized some large capital gains. I am attempting to use the Buy/Sell Preview feature to provide information about possible sales next year in 2024.

But the Buy/Sell Preview is including this year's gain with next year's. It should know not to do that. The current year's gain should not appear along with the proposed year's gain if the years are different.

I've blurred the amounts for privacy, but trust me, they are being added. I have reported a problem with the amounts visible in the report.

bsp.png

Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

Tagged:

Comments

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    I had never looked at this tool before. For it to be useful you better be using FIFO since there is no other choice.

    Signature:
    This is my website (ImportQIF is free to use):

    http://www.quicknperlwiz.com/

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod
    edited January 2024

    Hello @Rocket J Squirrel,

    Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

    We have forwarded this issue to the proper channels to have this further investigated.

    We apologize for any inconvenience!

    @Chris_QPW,

    According to the Quicken Help article, it should be using FIFO. Here is the link to the article:

    https://help.quicken.com/pages/viewpage.action?pageId=3216679

    Thank you.    

    (CTP-8586)

    Quicken Kristina

    Make sure to sign up for the email digest to see a round up of your top posts.

This discussion has been closed.

Categories