Assign custom category to investment trade commissions

craigtorell
craigtorell Quicken Windows Subscription Member ✭✭
edited April 2022 in Investing (Windows)
Quicken's Category List shows a suggested category for brokerage commissions ("AllbCategories > Fees & Charges > Trade Commissions"), but I see no way to actually make a transaction record for a stock sale make use of the category, i.e., the dialog for entering sale data has a "Commission" box, but how to actually report on Commission totals across transactions, much less assign a specific category like "Trade Commissions" to it?

Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    The Investing > Investment Transactions report has a column for Commissions and shows the total for the selected time period, accounts, and securities at the bottom of the report.
    QWin Premier subscription
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Since the commission on the buys and sells of investment securities folds into the basis and proceeds (net proceeds after commission versus cost including commission), there is no separate category for recording those commissions.  @Jim_Harman has identified where you can get a summation of those fees if you record the commission on each such transaction.    

    I am not sure what Quicken's intent with the Trade Commission category is.
  • craigtorell
    craigtorell Quicken Windows Subscription Member ✭✭
    Thanks!
This discussion has been closed.

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