Investment Report Showing Account Balance at Beginning and at End of a Date Range

geneb
geneb Quicken Windows Subscription Unconfirmed, Member
edited June 2024 in Reports (Windows)

Is there an existing Investment report that shows the account value at the front end of a date range and at the end?

Thx.

Gene

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If you're only looking for balances and not the detail of holdings, a Net Worth or Account Balances report, customized to only pull information from the relevant Investment Account(s) will show that information.

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Depending on what other information you want to see, you could use these reports under Reports > Investing

    • Investing Activity - customize for the account(s) you want to include
    • Investment Performance - subtotal by account and show detail

    or either of the reports under Reports > Net worth & balances.

    QWin Premier subscription
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