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Mac Capital Gain Estimator only showing one stock

Roger_B

I have two portfolios through E-Trade/Morgan Stanley. One is an ESPP account from a previous employer, and the other is an ESPP account Restricted Stock portfolio from my current employer. Both show under Investing/Brokerage.

The Capital Gains Estimator only shows the first one and not the second, which has far more shares and is active. How do I fix this?

macOS 15.1, Quicken Classic Premier Version 7.10.1 (Build 710.55389.100)

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Accepted answers

Roger_B

And in the immortal words of Emily LaTella, "Never mind." I decided to re-import all the E-Trade accounts and BANG, everything is there.

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MontanaKarl

Is one and not the other flagged as a retirement account - segregated in the account list in the left margin? And/or, open the account settings for each and see how they differ. In the CG Estimator, there is a checkmark at the top to include retirement/tax-advantaged accounts (which really makes no sense for capital gains… but it is an option there)… if you check that box, does the other account show up?

Roger_B

No, neither is set as retirement. The one that does work is simply the stock I own and no longer connected to the broker. The other is through ETRADE - Advisor and both have Type:Other. I've attached a redacted screenshot of them.

Quicken Investing.jpg

The weird thing is both are managed through ETrade now and the old one was Morgan Stanley at Work.

Roger_B

And in the immortal words of Emily LaTella, "Never mind." I decided to re-import all the E-Trade accounts and BANG, everything is there.

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