tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/314-tracking-capital-gainInfinite Kind: Discussion 2020-01-05T03:45:27Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/377500922015-08-25T11:15:11Z2020-01-05T03:45:27ZTracking capital gain<div><p>i am manually entering investment transactions from quicken to get started with moneydance.</p>
<p>Your user guide does not explain the steps to go through to enter capital gains. I expected to enter a split transaction in the register, but splits are only available in the bank register.</p>
<p>Do you have a simple set of instructions for a sample sale of shares that enables me to track the capital gain or loss on the transaction?</p>
<p>For example: Buy 100 shares XYZ for $5/share = $500<br>
Sell 100 shares XYZ for $10/share = $1000 (500 basis and 500 gain)</p></div>djhdeantag:infinitekind.tenderapp.com,2009-01-14:Comment/377500922015-08-25T11:23:31Z2015-08-25T11:48:42ZTracking capital gain<div><p>Try entering the buy transaction, then entering the sell then
try generating a Capital gains report, the report should exist in
the left hand side bar or you can select it via the tools menu, you
may need the edit it the report to select appropriate parameters
for the report</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/377500922015-08-25T11:30:01Z2015-08-26T15:28:52ZTracking capital gain<div><p>Thanks! The date range in the capital gains report didn't pick
up the<br>
transaction, so wasn't showing anything. Once I fixed that, it
appeared by<br>
magic!</p>
<p>All sorted.</p>
<p>David</p></div>david.deantag:infinitekind.tenderapp.com,2009-01-14:Comment/377500922015-08-25T22:22:32Z2015-08-25T22:22:32ZTracking capital gain<div><p>Your Welcome.</p>
<p>The provided reports are basically templates and do not
automatically pick up dates from the transactions, you can memorize
reports with selected dates or with dates like "Last Fiscal Year".
Memorized "Last Fiscal Year" reports are useful for helping with
Tax Returns.</p>
<p>Nice part of the world Terrigal but you may want to edit your
post to remove your contacts details.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/377500922015-08-25T23:45:23Z2015-08-25T23:45:24ZTracking capital gain<div><p>Thanks - please remove my address/phone details if they are
showing up on<br>
your discussion forum.</p>
<p>David</p></div>david.dean