Cannot create accurate cd report showing maturity dates despite info in an investment account.

Cannot create accurate CD report showing maturity dates despite info in an investment account. This is anew problem which developed in the last 2 weeks. Also cannot customize the columns in the cd report. Can change the header, but the appropriate data is not in the column under the header.

Comments

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
    What issue are you encountering? My maturity dates report looks OK. This has never been one of Quicken's best reports. It takes a little extra work for the report to be accurate. And it always shows "All Dates" in the title even when you've chosen "Future maturity dates only".

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

This discussion has been closed.