I traded some shares in my Vanguard Brokerage account. The "Sell" and "Buy" transactions are reported correctly in Simplifi, but I do not know how to record the calculated capital gains and include them in the tax report.
@wilcox17554, thanks for posting your inquiry to the Community!
The only way I can think of to include investment transactions in reports is to set them as Payment/Deposit types in Quicken Simplifi. Other types of investment transactions can't be included in reports at this time. The following help articles go into more detail.
https://support.simplifi.quicken.com/en/articles/6540220-managing-investment-transactions
https://support.simplifi.quicken.com/en/articles/8241194-how-investment-transactions-are-handled-in-reports-and-the-spending-plan
Otherwise, we have this Idea post you can vote for and follow for updates:
For more details on how Idea posts work, you can reference our FAQ here:
Other users may come along with better advise for you, but I hope this helps!
Thanks, Natalie. I can use the Payment/Deposit work around since I only have a few transactions in my taxable account.
I don't know how this compares to current competitor applications, but the capital gains tracking in Simplifi is underwhelming. (years ago I used the Quicken desktop version which was much more robust)
