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Non-Tech : CyBerCorp.com -- Ignore unavailable to you. Want to Upgrade?

To: lizard lick who wrote (460)	3/28/2000 11:06:00 PM
From: manny t	Read Replies (1) \| Respond to of 1001

LL, In Quicken,did you go to investments/capital gains/this year(or last year for 1999), then press enter? Those transactions will show up as a report on your trades which should be good for tax reporting. Manny T.

To: lizard lick who wrote (460)	3/29/2000 12:40:00 AM
From: jtsaratoga	Respond to of 1001

Have you tried "Ad Hoc Data Retrieval" or "P&L - Trade Detail Extract"? They may be what you need. Good luck, JT

To: lizard lick who wrote (460)	3/29/2000 6:58:00 AM
From: AnnaInVA	Read Replies (1) \| Respond to of 1001

Lizard, your accountant a CPA and experienced with the computer ? Quicken exports beautifully into Excel as a spreadsheet. I believe, you can even download it from Penson in "txt" which will translate into Excel via comma delimited format. Your accountant needs to know how to do that though.

To: lizard lick who wrote (460)	3/29/2000 9:34:00 AM
From: Simon Thornington	Respond to of 1001

This is what I used (once I had imported the text file and set all the settings date number etc.): To: E. Davies who wrote (124) From: CyBerCorp.com Friday, Jan 28, 2000 12:20 PM ET Respond to Post # 127 of 464 Eric, I can get all the similar trades in consecutive rows (sort by symbol and date), but can't think of a way to sum the results for just that symbol and date without manual editing, though I'll bet there is a way. After sorting by symbol, from the main menu, click Data/ Subtotals. From the Subtotal window set the following: 1) At each change in: SYMBOL 2) Use function: SUM 3) Add subtotal to: NET AMOUNT 4) Check: Replace current subtotals 5) Check: Summary below data Then click OK and this should give you the information you are in search of. Sincerely, CyBerCorp.com