What if the capital gains report shows incorrect numbers?


You may be confusing investment income with capital gains.


The Quicken capital gains report shows gain or loss as a result of selling securities with a Sell action. It is easy to confuse capital gains distributions with capital gains. To see this difference, compare a capital gains report with an investment income report. The investment income report includes capital gains distribution, whereas the capital gains report does not. The capital gains report shows only gain or loss as a result of selling securities with a Sell action.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.