Do you use invoicing for your small business? We want your feedback! Learn More

Is the investment performance report being worked?

I spoke to customer support and there was supposed to be a ticket on this. I can get the reports if I ask for security subtotals. But if I ask for totals by account or no subtotals the current market value zeros out leaving a negative 99.9% I have used this report for many years and suddenly it does not work.


  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
    @mnjsteigs - I am not seeing this issue in my Quicken but maybe I am misunderstanding what you are seeing.  Can you attach a screenshot picture of the issue you are seeing?
    Also, what version and revision of Quicken are you running?  (Help > About Quicken)

    (Quicken Classic Premier Subscription: R52.33 on Windows 11)