Investment Reporting

Rick B

I am looking at the Quicken Canada website under Retirement

https://www.quicken.com/canada/personal-finance/retirement

I see a sample of an interesting report that provides summary portfolio information and graphing

Can anyone tell me how to access this report ?

mshiggins

You might want to have a look at this discussion. It covers which features - like investment tracking - are available in which editions of Quicken Canada:

https://community.quicken.com/discussion/7943123/where-is-the-lifetime-overview-report-in-quicken-canada

Diana

For those of you looking for the Lifetime Overview Report, I just found it!!

It is not appear when you use the pull down menu for 'Reports' and try to find it. Instead, if you open the 'Reports and Graph Center' option in that pull down menu, you will find 'Lifetime Overview' under the 'Net Worth & Balances'.

Have fun with it. It's an interesting presentation of data.

Diana