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Capital Gains report is not automatically updating when Security is added

jmaino

I'm using R69.53 for Windows, and perhaps I completely misunderstand the meaning/behavior of saving a Capital Gains report with this setting :

What I had expected was that if I add a security after saving the report with this setting, then when I re-open the report, any closed transactions on Securities added after the report was saved, will be included when the next report is produced. Unfortunately, that's not the behavior I'm seeing. Each time I add a Security, I need to manually re-configure the report to include it, then save again so that it shows up in subsequent reports.

Can anyone either confirm that my expectation is correct, or help me to better understand what this is meant to do?

Thanks

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Comments

Quicken Kristina

Hello @jmaino,

Thank you for reaching out! According to the additional information provided when you click on the "Know more…" link, any new accounts, categories, tags, or securities should be automatically added to the report.

Are there any settings or filters on the report that may be excluding the new securities?

I look forward to your reply!

jmaino

Hi @Quicken Kristina - thanks for the reply, and for confirming the expectation regarding behavior.

No, there are no settings that I am aware of that could be excluding the new securities from being added automatically to the report. The appropriate Account and Security Type options are checked so that they should be included in the report (and in fact are included , after Select All on the list of securities). So, I'm unaware of any option that could be in conflict with the expected behavior.

Quicken Kristina

Thank you for your reply,

I tested it in my file, but I couldn't replicate the issue you're seeing. What type of security is this issue happening with? Does this affect only gains, only losses, or both? What customizations are in the saved report (date range, all accounts or only some, all securities or only some, etc.)? Are you seeing this behavior across multiple saved reports, or only one? Have you tried recreating the saved report and testing whether the issue happens in the newly made one?

Thank you!