Allow Symbol to be added in View/Columns in Tax Reports

KenC
KenC Quicken Mac Subscription Member ✭✭
edited May 2025 in Product Enhancements

Many securities have different names yet so similar from the same issuer/ institution/ company that I have to manually enter the symbol in the Memo/Notes field to distinguish their yields and/or gains. This gets very tedious, silly, and redundant. Seems simple enough to add.

2
2 votes

Reviewed · Last Updated

Comments

  • Quicken Alyssa
    Quicken Alyssa Quicken Windows Subscription Moderator mod

    Hello All,

    This Idea seems to have stalled, and we would like to gauge the current interest in this request. Please vote if you have not done so already!

    Thank you!

    Quicken Alyssa

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  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    The tax reports are currently inconsistent about using security names and symbols. In the Schedule D report, which is entirely about securities, the section for reported capital gains paid out by mutual funds uses the security names (but not symbols), while the following section for capital gains from eh sale of securities uses symbols (but not security names). This inconsistency is really sloppy and should be fixed.

    The Schedule D report is one of the "old" reports from the Quicken Essentials-era reports, and it would be great if it were re-written using the modern reports engine, which would allow users control over which columns to show/hide, ruling or striping lines of the report, etc. But even if it is not scheduled to be re-written, this inconsistency about security names and symbols should be fixed so that all parts of the report use the security name and symbol.

    Meanwhile, the Schedule B report, which is also about interest and dividends, has been re-written in the modern reports engine — so it has a View > Columns selector already existing; however, it only has a Payee field to show the security name. It should have the Symbol column added as an optional column to display in the report. Alternatively, there could be a checkbox to "Show Symbol" which would concatenate the symbol and security name to display in the Payee column.

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