Unrealized Capital Gains Report Detail by Tax Lots

MKT's Avatar


04 Sep, 2020 03:14 PM

I am being forced to upgrade from Quicken Mac 2007 which has worked perfectly. I am switching from Quicken because Quicken Mac 2020 does not include the very useful What-if analysis to see tax implications of selling. I have tested the Capital Gains Report in Moneydance and the main problem is that the totals are by security, individual lots are not listed. The MD Capital Gains summary report is of limited use.

I have attached a Quicken screenshot that shows the level of detail that I am requesting. I hoped I have overlooked how to get a detailed report like this in Moneydance.

  1. System closed this discussion on 04 Dec, 2020 03:20 PM.

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