Capital Gains Report: Show Only Non-Zero Capital Gains
The Investing > Capital Gains report should show only capital gains transactions that are non-zero.
I've got money market sweep accounts where money is going in and out continuously at a constant $1 in and $1 out. By default, every one of those transactions shows up on the capital gains report even though the gain/loss is $0. That's just noise that swamps the whole purpose of the report: showing capital gains/losses. The only work-around I can find is to modify the report to exclude all money market sweep accounts.
Please change the report so it shows only non-zero gain/loss transactions. At a minimum, give us an option to turn off the display of $0 gain/loss transactions.
Comments
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I agree that the Money Market transactions clutter up the Capital Gains report. For me it is not a big deal to de-select the money market fund(s) from the report. To simplify this if you have several money market funds, you can define a Security type of "Money Market" and assign it to all of your money market funds. Then in the Capital Gains or Schedule D report, all you have to do is customize it to not include that Security type.
Also there are circumstances where you would want a zero-gain transaction to be included in the report. Say you have multiple lots of a security and one of the lots happens to have zero gain when you sell the security. You would need to include the zero-gain lot in the report to properly show the cost basis and sale proceeds.
QWin Premier subscription0 -
I created a Security Type specific for MM funds. That makes it easy to exclude them from cap gains reports. Some $0 gains need to be included as Jim says for matching total proceeds to the broker's information.
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Hello All,
This Idea seems to have stalled, and we would like to gauge the current interest in this request.
Thank you!
Quicken Kristina
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