How do I work with scenarios in the Capital Gains Estimator?

• Choose a scenario after you've used the Capital Gains Estimator at least once

  The first time you use the Capital Gains Estimator, Scenario A is selected for you. If you create additional scenarios, the one you most recently worked with is highlighted for you. To choose a different one:

  1. In the left pane, choose Saved Scenarios.

  2. In the right pane, choose a scenario from the list.

• Compare different scenarios

  You can select different combinations of securities to sell and compare your selections using the scenarios (displayed on the left side of the Capital Gains Estimator window). To compare different scenarios:

  • Set up the different scenarios you want to compare, then click between scenarios.

  • Set up the different scenarios you want to compare and, for each scenario, click Print on the toolbar, and then choose Print This Scenario.

• Use the Add to a Scenario dialog

  The Add to Scenario dialog adds lots to a proposed sale using the First In First Out method (oldest shares would be sold first). If you wish to specify lots for your proposed sale using a method other than FIFO, see the general instructions for 

  Selecting the securities or individual lots you plan to sell and Specifying the number of shares you want to sell from each lot

  .

  1. In the table under Step 1 within the Capital Gains Estimator window, double click a security to launch the Add to Scenario dialog.

  2. Type the number of shares of the selected security you want to sell in the Shares to Sell field.

  3. Type the sale price at which you'd like to sell your shares into the Sale Price field. You may see a price already there. If you want to use a different price in your scenario calculations, highlight the field and type a new price.

  4. Click OK. This change has no affect on your actual holdings.

  • Tell me more about the impact of tracking lots

    When you enter Buy or Sell transactions, Quicken can keep track of lots for you. This gives you the most detailed capital gains information at tax time. Do not use Average Cost per share without first considering the tax implications and limitations on its use.

• Rename a scenario

  On the Capital Gains Estimator toolbar, click Options > Rename Scenario. The name must not exceed 14 characters in length.

Notes

If a security appears to have disappeared from your scenario, check to see whether it is hidden. Show it or show the account that it's in.

If you hide all accounts that a security is in, or hide the security itself, the Capital Gains Estimator can no longer locate it and removes it from all proposed sales.

The Capital Gains Estimator is intended as a tool for use in exploring alternatives. When you actually make the sale, be sure to record the transaction in the investment transaction list.