See all investment fees together to understand true market returns?

marciaearle

Quicken advertises that you can, "See all investment fees together to understand true market returns" but I don't see how to do that within Investments or Reports and it isn't explained in Help. Anyone know how to do this?

Tom Young

I suppose one way of doing this is Reports > Investing > Investment Income.  As long as the fees have been Categorized within each Account you should see a line item for those fees on that report.  Don't know if that's what Quicken is referring to, or not.

Jim_Harman

The advertising reference is here
https://www.quicken.com/content/solutions-investments

The Investment Income report will show the fees if you have entered and categorized them properly, but that does not show their impact on performance.

Please also see this Product Ideas discussion
https://community.quicken.com/discussion/7850158/modify-investment-performance-report-so-that-fees-can-optionally-be-excluded

Tom Young

I suppose one way of doing this is Reports > Investing > Investment Income.  As long as the fees have been Categorized within each Account you should see a line item for those fees on that report.  Don't know if that's what Quicken is referring to, or not.

Jim_Harman

The advertising reference is here
https://www.quicken.com/content/solutions-investments

The Investment Income report will show the fees if you have entered and categorized them properly, but that does not show their impact on performance.

Please also see this Product Ideas discussion
https://community.quicken.com/discussion/7850158/modify-investment-performance-report-so-that-fees-can-optionally-be-excluded