Income/Expense Report/Graph Customization

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Ogopoggo
Ogopoggo Member ✭✭
in Investing (Windows)
It appears Realized Gains (or Losses) cannot be selectively deleted as a Category in the production of Income/Expense Reports/Graphs customization. Investors do not always consider capital gains or losses when selling an asset as either income or expense in the same way as other income and expenses.

An investor who sells Asset A for X proceeds (and some Realized Gain or Losses) may right away invest those funds into new Asset B.  Neither of those activities are true income or expense in the classical sense. We should be able to  'uncheck' a box that eliminates those transactions from  Income/Expense reports.
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  • Sherlock
    Sherlock Member ✭✭✭✭
    edited March 2019
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    To filter the _RlzdGain category, I suggest you enter ~_RlzdGain in the Categories tab Matching region's Category text box in the Customize window (open the report and press Alt + C).  

    For more information on matching, press F1:


  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
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    From C. D. Bales:

    The approach Sherlock offered should work fine (and Quicken's matching capabilities are good to know). 

    But I don't understand why you believe you can't exclude Realized Gains by simply unchecking that category (_RlzdGain) on the report Customize > Categories tab?

    What Quicken edition, year and build are you using? Example: Q2017 Deluxe 26.1.16.2.  See Help > About Quicken.


    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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