G/L in transaction screen?

Member ✭✭✭

Quicken Deluxe Desktop in Windows.

I download my transactions into my investment accounts from my broker. And then accept these transactions.

The Quicken transactions screen contains many columns of information. When a sale occurs it provides date, type, etc. But one thing it does not have is a column for whether this sale created a capital gain or loss. When accepting the downloaded sale Quicken asks which stock to use for the sale (average, oldest, etc.) so Quicken knows the cost price of that transaction and could provide a column with how much G or L was created by this sale.

But I have found no way to include such a column on the investment account transaction screen. Is there a way to do this?

Thanks.

Best Answer

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    It may not be possible to add this information to the investment account register without a major rewrite.

    But pulling a Capital Gains Report should only be a matter of a couple of mouse clicks: Reports Menu / Investing / Capital Gains. (For one-click access to the report, add an icon to the Quicken Toolbar)

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓

    It may not be possible to add this information to the investment account register without a major rewrite.

    But pulling a Capital Gains Report should only be a matter of a couple of mouse clicks: Reports Menu / Investing / Capital Gains. (For one-click access to the report, add an icon to the Quicken Toolbar)

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