Frustrated at Lack of Progress with Investment Reports

cwiener · July 26

I wanted to create a report that would include all transactions for a specific security throughout all years. This was something I had set up in QM 2007. (No, this can’t be produced by exporting from Portfolio View.)

Unfortunately, I ran into the issue that Investment Reports are still severely lacking in QM Classic 8.2.1. Yes, I have voted for the development team to make this a priority. However, after almost five years, there is still little progress on this and no indication that this basic functionality will ever be reintroduced.

MontanaKarl · July 26

Could you clarify what you would like that is more than what QMac already does? You do realize that investment transaction reports are a "Register" report … you filter in the Transactions tab, then click the Print button at the bottom/right of the Transactions tab view?

For example, here is a screenshot of the left columns (keeping right columns private) of a report when I filter by symbol IBM for all dates, any type, any status … and then click on the Print button.

Many years of transactions do not show in this report because I switched brokerages in 2023. (Splits don't show because the post-split shares were reflected. For holdings that I have that have split etc … all of those transactions show up in the report for the security.)

Maybe you're asking for a report for a security across multiple investment accounts? If so, do the same filter/print when clicking on the Investing (or Brokerage or Retirement) headers' transaction tab to get all transactions.

I do agree that all kinds of reports that are accessed from Registers should be available via the Reports menu.

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Frustrated at Lack of Progress with Investment Reports

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