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Capital Gains Report -- How to show sub-total by securities only, collapse individual transactions.

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.

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Investments

Reports

Windows

Accounts

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[Deleted User]

@Misra I think you can subtotal the report by security. That will give you the subtotals, but I can't see a way to collapse the detail. The "collapse all" and "expand all" feature seems to be available only for non-investment reports.

Quicken Jasmine

https://community.quicken.com/discussion/7964604/capital-gains-report-how-to-show-sub-total-by-securities-only-collapse-individual-transactions

Thanks for reaching out!

I agree with @CaliQkn.

Please let us know if this helps!

Misra

It looks like, for Capital Gains Report — the "collapse all" details, and only keep the sub total for each securities is not available.

It will be nice, if Quicken adds this feature in their future update.

Quicken Anja

https://community.quicken.com/discussion/comment/20502244#Comment_20502244

Hello @Misra,

We appreciate you reaching out!

To submit an official request for this feature to be added in the future, what you can do is create an idea post. This way other users who have the same or a similar request can vote on your idea.

Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers.

I hope this helps!

mshiggins

@Misra have you tried the different subtotal by options available in the capital gains report?

[Deleted User]

@mshiggins I think the issue is that investment reports are not collapsible to show sub-totals or totals only.

mshiggins

So apparently the OP is asking to subtotal by security and sell date?

[Deleted User]

@mshiggins yes but the OP only wants to see the subtotals, not the security detail and that is not possible for an investment report.

Misra

I have put in an official request for this feature, via create an idea post. Hope Quicken development team will take quick action. It should be very easy to add this feature.

mshiggins

Here is a link to the idea post:

https://community.quicken.com/discussion/7965013/capital-gains-report-show-sub-total-by-securities-only-collapse-individual-transactions