Capital Gains Estimator in Mac Version 8.5.1 (Build 805.60122.100 Not Functioning

Question

I just paid for a prorated update from Mac Classic to the premier version. I am trying to use the Capital Gains Calculator to figure get an estimate on taxes I'd owe. I have entered the federal and state tax rates. I have selected my Schwab account, chosen both short and long term returns and gainers and losers. I can't enter anything on the screen. The program doesn't draw the data from my Schwab account.

MontanaKarl · Answer

Glad to hear you got it working.  I found the feature really handy at the end of last year when deciding on wash sales.

Literacy Coach · Answer

Thanks for the comments. Trying to restore the file and getting Premier version was a hassle last night. But the upgrades in Premier are now in my file. I deleted the Schwab account in Quicken and then restored the tracking. It came in but I had to enter costs from 2007 and 2008 manually. At least I could then enter the missing data. It was available in Schwab but too old to import. Now the capital gains estimator is working and matches the data in Schwab. I can see what I'd pay in capital gains if I sold any of my stock holdings. That's exactly what I wanted. I was afraid I'd lose the entire file like I did in 2015; at that time I was using a cloud backup company. I was so frustrated I was going to give up using Quicken, a program I'd been using on a Mac since it first came out. I started over in January 2016 after losing years of data. Thankfully I'm not facing that this time. I'm up and running now.

MontanaKarl · Answer

https://community.quicken.com/discussion/comment/20544349#Comment_20544349

Works perfectly for me with Schwab.  Do you / did you have 'detailed trackiing' or whatever it is called set up for your Schwab account?  All cost basis amounts forever should be there.