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Re: Tax Summary report excludes realized gains
Follow-up observation — The Built-in automatic _RlzdGain category does not have a tax line associated with it. Available Sched D tax lines are for CG Distributions, LT Gains, and ST Gains. I seemed t…2 -
Re: Tax Summary report excludes realized gains
Seems to be happening also back in R48.8. Only gets dropped for the Subtotal by Tax Schedule. Of course the more specific Tax Schedule Report has "always" omitted the realized gains tabulat…1 -
Re: Using a .qfx file (actually QXF)
Your Snowmass 2024 customization screen appears to me to have the character of a Banking Transaction Report. Maybe that was your prior starting point.2 -
Re: Why am I getting an incorrect Market Value?
You’re welcome. As a followup comment, every one of those portfolio views (Show: Value, etc.) is independently customizable. Including or excluding a fund or account in one does not carry over to oth…1 -
Re: Why does Quicken file always open to a closed account register?
Edit / Preferences. There is an applicable setting in the Startup section.1
