The category automatically assigned to Capital Gains is “Reinvested Capital Gains which is not a budget category, and in fact does not seem to exist anywhere else in the program. This is strange because it is not the same as how Dividends are treated, where Reinvested Dividends can be included in the budget in one transaction because the category assigned to reinvested dividends is “Dividend Income”. The only way to achieve this right now is to split a Reinvested Capital Gain into two transactions, as Capital Gain Income and then a security buy (as two separate transactions). Reinvest Capital Gains cannot be included in budgeting. There is an inconsistency in how Reinvested Dividends and Reinvested Capital Gains are treated. To see the total of tax-free income, you must tag each of them as “Tax-Free Dividend” and include them in a report through the tag portion of the customize tab in the new report generator. For instance, Muni’s in a taxable account cannot be shown to be tax-free, except by use of tags. There is no way to make a dividend tax-free in a non-retirement account. I’d like to have a “Previously Reconciled” window/register so you could see previous month’s reconciliations when something goes wrong or changes (similar to QM2007).Ĥ. I’d like to be able to see subtotals by year, category, payee etc. from and to specific dates (not just last 1, 3, 5 years, etc.).Ģ. I would like to see investment performance by security, account, type, etc. As we move into 2020, and it being the season for Wish Lists, here is mine for Quicken in 2020:ġ. Nonetheless, I am fairly happy with the new capabilities, but of course would like to have more. It has mostly gone well, though it has taken many hours of work to recreate many of my previous reports using the new reports engine and cleaning up data that did not translate perfectly. I switched from QM 2007 to the new Quicken in June.
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