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Portfolio screen is wrong.

Lakedaisy

when viewing a portfolio account dashboard/portfolio/transactions.

Selecting the portfolio screen there are 3 selections: Performance/Portfolio Value/Realized Gain.

Selecting either Performace or Portfolio value my stocks are displaced correctly.

Selecting Realized Gain only stocks I no longer own (sold) are shown. None of my currently own stocks are show.

I have 1 brokerage and 2 retirement accounts. This works the same way for all accounts.

Has anyone had this error? Found a solution? I've called tech support but there doesn't seem to be anyone there during their business hours.

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Comments

volvogirl

That sounds right. You only can have realized gains on stocks or funds you sold. Until then you have unrealized gains.

Lakedaisy

Ah.. Of couse. Thank you. I don't care about Realized Gains.

I also run Quicken Premier for Windows on my Mac. I trying to move to just the Mac version. But there are a lot of shortcomings on the Mac version vs Windows version. The main one for me is computing my federal taxes which windows does well, but mac doesn't do. The Mac version has better portfolio in formation (IMO) than the Windows version.

The portfolio view Avg Annualized Return. but only for longer time spans. I would like to see (as when I manually compute on google sheets) shorter time spans. Is that possible?

jacobs

The main one for me is computing my federal taxes which windows does well, but mac doesn't do.

Can you provide a little more detail about what you are trying to do? I've never used Quicken Windows, but have used Quicken Mac for a long time — and I'm not aware of a problem tracking federal taxes.

The portfolio view Avg Annualized Return. but only for longer time spans. I would like to see (as when I manually compute on google sheets) shorter time spans. Is that possible?

There are four fixed time span columns you can select to display for Average Annual Return (IRR): year-to-date, 1-year, 3-year and 5-year. From what I saw looking in Quicken Windows help, it has the same time intervals. Are you saying you want a shorter time period than YTD?

Lakedaisy

Mac doesn't track taxes except in reports. You can export reports I guess import them in to a tax program. I never tried this. But Mac doesn't compute your refund/taxes due based on your income/tax payment/stock sales. Am I wrong?

Windows pulls data from all your income/tax payments (categorized) and provides an uptodate account of taxes owed/refunds in real time. It pulls stock sales gains/losses to keep an uptodate account of your owed/refunds. It also has a capital gains estimator to help seeing what happens to your taxes if you sell X number of shares.

Yes Mas shows you 4 YTD, 1,3,5 years. Windows is customizable. I have mine set to show total gains, 1 month gains, 3 month gains and 12 month gains.

jacobs

But Mac doesn't compute your refund/taxes due based on your income/tax payment/stock sales. Am I wrong?

Computing your tax/refund due is a job for a tax program, like Turbotax or TaxAct; Quicken doesn't calculate your taxes. That's not a Quicken Mac issue; Quicken Windows doesn't calculate your taxes, either. So if there's something you've done successfully in Quicken Windows in the past, please provide more detail.

Are you perhaps talking about the Tax Planner in Quicken Windows for providing estimates of your tax situation? If so, you're correct that Quicken Mac doesn't have this feature. Yet. The request for this functionality was marked as "Planned" by the developers last fall — so that should mean we'll see it released somewhere in the next year.

https://community.quicken.com/discussion/7510600/tax-planner-16-legacy-votes

While there's currently no way to do "what if" planning for security sale sin Quicken Mac, it's fairly easy to do a fake Sell transaction and then check the capital gains report or Realized Gains in the Portfolio to see how much of a gain or loss it would generate. You can edit the amount you sell to see how the impact changes. Then, just delete the dummy Sell transaction. I know a robust tax planner would be preferable; I'm only suggesting this as a workaround until such a feature arrives in Quicken Mac.

Yes Mac shows you 4 YTD, 1,3,5 years. Windows is customizable. I have mine set to show total gains, 1 month gains, 3 month gains and 12 month gains.

It seems your main interest here is in your short-term unrealized investment gains or losses. There's one easy way to see this in Quicken Mac's Portfolio screen which you may not have discovered. Select the account or accounts you want to look at in the left sidebar, and in the graph, click and drag from any starting date to any ending date. Quicken will display the gain/loss and percentage gain/loss for the time range you selected, such as two months here:

Screenshot 2024-06-19 at 10.15.03 AM.png

(This works for one or multiple accounts, but you currently can't chart individual securities. That would be like the Watchlist feature in Quicken Windows, which doesn't yet exist in Quicken Mac.)

Lakedaisy

"There's one easy way to see this in Quicken Mac's Portfolio screen which you may not have discovered." Thank you Jacobs. I'll check that out. That's not really what I look for as it shows the entire account. But looks interesting. Quicken Windows does a pretty good job for individual stocks.

"Quicken Windows doesn't calculate your taxes, either. So if there's something you've done successfully in Quicken Windows in the past, please provide more detail." It sure does, at least accurately enough to be very useful. It's not a tax program that I can use to file my taxes, as you say. I use turbotax for that. I import everything from Quicken Win into turbotax. What Quicken Win does is throughout the year is to track my tax liability so when tax time comes I don't owe any taxes. I prefer to pay what taxes I owe as the year moves along, so at the end of the year my tax liability is about zero. Quicken Win has over the past 20-30 years faithfully estimated my taxes fairly accurately so there are no surprises when I submit my 1040 to the government. It's simply a matter of categorizing your taxable income, charities, etc and then categorizing your tax payments. If anything changes durning the year, you simply update the categories in Quicken Win and your tax liability is updated. You then can see if you are paying too much or not enough in taxes and can adjust accordantly.

jacobs

@Lakedaisy As I noted, while Quicken Mac doesn’t have the Tax Planner feature that Quicken Windows does, the developers have said it is “Planned.” When a feature request is given that status, it means the developers have not only agreed it’s a worthwhile addition to the program but that they have also analyzed the time required to implement it and reserved specific time for it on their development calendar. So hopefully you’ll see this in Quicken Mac within the next year.

Lakedaisy

Sounds great jacobs. Thank you. Will be nice if/when I can stop updating Quicken Windows.