Capital Gains Report -- How to collapse individual transactions and only show subtotal by security

Misra

In my Capital Gains report, I would like to collapse the individual transactions, and only see the subtotal for security. I have this option in e-Trade, and can easily do it in excel. But have not been able to figure it out in Quicken Classic Deluxe.

Jim_Harman

You could use the Income by Security report and check the Realized gain column. I think that requires Premier.

With Deluxe, you could try using an Investing > Portfolio view.

Click on the gear at the top right, check Show closed lots, pick Portfolio preferences, and set the starting date.

Next to As of: set the ending date

Select the Tax Implications view

click on Customize and add the Realized Gains column.