Investment Reports

Discussion List

• 
  Mac Transaction Report problem with Reinvest Dividend transaction types

  Ploooplooo 11 views 0 comments 0 points Started by Ploooplooo 8:38AM Errors and Troubleshooting (Mac)
• 
  How do I determine % allocation of a security to the whole portfolio?

  Accepted Answer Adele Dreyer 29 views 4 comments 0 points Most recent by Adele Dreyer March 30Investing (Mac)
• 
  Why does Quicken 2020 return the same IRR for 1-year, 3-year and 5-year periods.

  Answered Mike Craig 23 views 1 comment 0 points Most recent by Sherlock March 30Errors and Troubleshooting (Windows)
• 
  3

  Up
  Home Equity Monitoring and Projections

  New jmine83 46 views 3 comments 3 points Most recent by John_M March 29Reports (Mac)
• 
  Linking Nationwide account

  Answered rob_s 28 views 2 comments 0 points Most recent by thenizens March 28New to Quicken/Getting Started (Windows)
• 
  5

  Up
  Add "Amount Invested" Column to Portfolio View

  New Steve29 37 views 1 comment 5 points Most recent by Joe Desch March 24Investments (Mac)
• 
  Merged: Does Quicken ever fix known issues like X-Ray?

  PCWrightTX 15 views 0 comments -1 point Started by PCWrightTX March 24 New to Quicken/Getting Started (Windows)
• 
  Individual reports for a selected mutual .

  Answered gboock 15 views 1 comment 0 points Most recent by Sherlock March 19Reports (Windows)
• 
  Correcting Share imbalance when transfer between firms

  Answered occativ43 17 views 1 comment 0 points Most recent by Tom Young March 16Investing (Mac)
• 
  6

  Up
  Select securities to graph from investment accounts

  New jschaffe 26 views 2 comments 6 points Most recent by hartbult March 15Investments (Mac)
• 
  Merged: Provide for Capital Gain Adjustments

  ChicagoGuy 10 views 0 comments 0 points Started by ChicagoGuy March 15 Investments (Windows)
• 
  9

  Up
  Report Interval Option: Day

  New user99029 48 views 3 comments 9 points Most recent by dave hulett March 8Paying Bills, Online Billers & Reminders (Windows)
• 
  Year End Balance Problem / Question

  Accepted Answer bwalker56 21 views 2 comments 0 points Most recent by bwalker56 March 6Errors and Troubleshooting (Windows)
• 
  1

  Up
  Dividend Report

  New Kegger Jones 44 views 1 comment 1 point Most recent by Quicken_Tyka March 5Investments (Mac)
• 
  Can't get Portfolio X-ray to work - SAMLERROR: Redirect failed

  Closed Randy40 58 views 6 comments 0 points Most recent by q_lurker March 2Errors and Troubleshooting (Windows)
• 
  Budget Report Doesn't Add Up Correctly When Unrealized Gains Are Selected, Why?

  ckalinich 56 views 3 comments 0 points Most recent by ckalinich February 12Reports (Windows)
• 
  Investing portfolio export to tab delimited is truncating description

  Closed Sandcastle 17 views 1 comment 0 points Most recent by Sandcastle February 6Investing (Windows)
• 
  I have a printing report question. Transactions in investment accounts under "CvrShrt" will show up

  Answered TomPopp 64 views 10 comments 0 points Most recent by Quicken_Natalie February 5Investing (Windows)
• 
  Bank of Montreal Investorline

  Answered magnus2 36 views 1 comment 0 points Most recent by jr7107 February 1All Things Canadian (Mac)
• 
  1

  Up
  Investment Performance Report - deducting management fees

  New mrs121 35 views 2 comments 1 point Most recent by mrs121 January 28Investments (Windows)
• 
  Asterisk in the Investment Portfolio

  Accepted Answer Closed SCABob 30 views 3 comments 0 points Most recent by SCABob January 26Investing (Windows)
• 
  Tax reports

  Accepted Answer Closed pljewkes 42 views 5 comments 0 points Most recent by splasher January 22Investing (Windows)
• 
  5

  Up
  My Wish List for Quicken Mac in 2020

  New glennmacc 149 views 6 comments 5 points Most recent by smayer97 January 17Product Enhancements (Mac)
• 
  How can I start a new Quicken file with just my banking transactions and no investment info at all?

  Accepted Answer ckaplan 56 views 8 comments 0 points Most recent by ps56k January 14Investing (Windows)
• 
  Rental property asset capital gain

  Answered w627lieb 20 views 1 comment 0 points Most recent by Quicken_Natalie January 13Budgeting and Planning Tools (Windows)
• 
  1

  Up
  QM - actual and estimated income by security

  New Paul 9 views 2 comments 1 point Most recent by Steve29 January 13Investments (Mac)
• 
  0

  Up
  Why does Net Worth Report details include closed positions of securities?

  New ford V8 21 views 0 comments 0 points Started by ford V8 January 7 Reports (Windows)
• 
  Can't seem to generate a report that shows me the total gain or loss for an investment...

  Accepted Answer Closed shredmund 40 views 2 comments 0 points Most recent by UKR January 4Investing (Mac)
• 
  Transaction report that shows current share balance

  Accepted Answer Closed ChicagoGuy 35 views 9 comments 0 points Most recent by lliefveld January 4Reports (Windows)