Capital Gains Report Grouped by Month or Quarter

Alexy
Alexy Quicken Mac Subscription Member ✭✭
edited September 13 in Investments

Currently, we can get a Schedule D Capital Gains report. Thank you.

  1. It would be useful to be able to group realized gains by month since we would need to pay quarterly taxes sometimes and this feature would help to estimate our quarterly gains.
  2. The current report needs an option to be able to use the Security Name and not only the symbol as it is now.

The Windows version does this very well. Please add this feature to the Mac version.

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