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Add Investment Transaction report(s)? (Q Mac)

SVanDee

I'd like Transactions Reports for Investment accounts. Could be modeled on existing Transaction reports but with options to include shares, commissions and all the other investment transaction related fields. I can pretty nearly get one by editing the filters on an investment account register, exporting to a CSV file, importing to Excel, formatting the report and printing but it would be nice to get there more directly and to save the filter setup as a Custom Report.

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Investment Reports

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Comments

jacobs

@SVanDee You can Print directly from an investment transactions register, so just to add some clarity to your request, what are you looking for beyond what shows up when you print from the register:

Screenshot 2026-04-27 at 10.03.22 PM.png

Do you want all data, like number of shares, in their own numeric columns with totals? Is it having all the selection criteria like a banking Transactions report? Any/all details or examples would help refine this request for the developers and (hopefully) help attract more votes form fellow Quicken Mac users.

SVanDee

Thanks for the prompt reply. Thanks also for pointing out I can print directly from the registers without going through Excel. I see now an Investment Transactions report isn't as simple as just adding the fields available in investment account registers to the existing Transactions Reports. Let me think about it more and get back with a more detailed suggestions.

SVanDee

I'm a long-time Windows Quicken user moving to Mac. I realize now I mainly used Window's Investment Transaction Report to export transactions to Excel for analysis and reporting. Mac Quicken's File → Export → to CSV File does that more conveniently so I can't really think what I'd use an Investment Transaction Report in Mac Quicken for. I should try harder to learn Mac Quicken before I suggest additions or changes. Please close this thread.