Capital Gains Report -- How to collapse individual transactions and only show subtotal by security

Misra
Misra Quicken Windows Subscription Member ✭✭
edited March 2024 in Reports (Windows)

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.

Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You could use the Income by Security report and check the Realized gain column. I think that requires Premier.

    With Deluxe, you could try using an Investing > Portfolio view.

    Click on the gear at the top right, check Show closed lots, pick Portfolio preferences, and set the starting date.

    Next to As of: set the ending date

    Select the Tax Implications view

    click on Customize and add the Realized Gains column.

    QWin Premier subscription
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