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Investment Reports

4

Up

Allow dynamic dates (like "Today") for saved custom date ranges in reports

New schlotz 50 views 9 comments 4 points Most recent by schlotz April 30Reports (Mac)
50

Up

Mac Request option to hide categories and tags (updated title) (32 Legacy Votes +66 Merged Votes)

Under Consideration Quicken Community 997 views 46 comments 50 points Most recent by Quicken Jasmine April 30Manage Accounts and Transactions (Mac)
Evaluating Dividend Income Funds

Answered PCWizard 42 views 4 comments 0 points Most recent by Jim_Harman April 24Investing (Windows)
bug: inconsistent results for two tiles in new dashboard

bkaczmarek 37 views 1 comment 0 points Most recent by bkaczmarek April 20Errors and Troubleshooting (Windows)
Portfolio Value Report Errors

Closed SniffNYC 27 views 1 comment 0 points Most recent by Roger McCartney April 15Errors and Troubleshooting (Windows)
2

Up

Investing - Allow edits to security INDUSTRY

New gkading 71 views 13 comments 2 points Most recent by Frank002 April 14Investments (Windows)
Quicken trying to add investment shares that don't exist

Closed Kquinby 25 views 1 comment 0 points Most recent by Quicken Jasmine April 8Investing (Mac)
0

Up

Request to add a CAGR investment column - Idea

New Bill Lewis 21 views 1 comment 0 points Most recent by Quicken Anja April 8Reports (Mac)
1

Up

Trailing stop feature

New Richard Starrett 24 views 2 comments 1 point Most recent by Chris_QPW March 31Investments (Windows)
1

Up

Quicken Should Treat Expired Options Properly For P&L Reporting

New saberman 55 views 5 comments 1 point Most recent by Sherlock March 24Investments (Windows)
4

Up

Total Shares

New Fisherman 217 views 8 comments 4 points Most recent by Fisherman March 17Reports (Windows)
Transaction Errors - Quicken for Windows Canadian Home and Business Version - Retirement Accounts

kh57smth 38 views 4 comments 0 points Most recent by Chris_QPW March 15All Things Canadian (Windows)
7

Up

Have Quicken correctly report Total Market Value of Margin investment accounts

New rvmeush 122 views 1 comment 7 points Most recent by K T March 14Reports (Windows)
2

Up

Investment report needs tweek

New DK at HH 28 views 2 comments 2 points Most recent by q_lurker March 14Investments (Windows)
Pitfalls, if any, of updating investments yearly and manually

Answered Closed Poinz2 48 views 5 comments 0 points Most recent by q_lurker March 9Investing (Windows)
Brokerage account duplicated

Answered Closed VideoPaul 34 views 1 comment 0 points Most recent by Sherlock March 3Errors and Troubleshooting (Windows)
Investing Cost Basis is blank.

Answered Closed pt216 51 views 3 comments 0 points Most recent by pt216 February 27Registers & Transactions (Windows)
10

Up

Need way to track Life Insurance Asset Value (vs Premiums)

New RonBask 2.7K views 13 comments 10 points Most recent by Quicken Anja February 26Investments (Windows)
How to report cash balances of brokerage accounts

Answered ✓ Closed MarkE 57 views 3 comments 0 points Most recent by RickO February 23Investing (Mac)
6

Up

Portfolio Rebalancer Window (Asset allocation) (QMac)

New ricvieira 52 views 8 comments 6 points Most recent by Chris_QPW February 21Investments (Mac)
How to account for Investment withdrawal

Answered Closed PrincetonBrat470 70 views 2 comments 0 points Most recent by Jim_Harman February 19Reports (Windows)
Reports don't agree on account balance

Closed cfr 62 views 0 comments 0 points Started by cfr February 11 Reports (Windows)
3

Up

Capital Gains & Dividend Income

New plahrdgolf 27 views 1 comment 3 points Most recent by NotACPA February 9Investments (Mac)
16

Up

Select securities to graph from investment accounts

New jschaffe 259 views 10 comments 16 points Most recent by STX February 6Investments (Mac)
Pie chart total is correct; Report total is wrong- Math error- investment asset allocation

Closed Rob 34 views 1 comment 0 points Most recent by Jim_Harman January 27Investing (Windows)
Portfolio Value on the Home Screen

Closed David E Sands 44 views 2 comments 0 points Most recent by David E Sands January 21Reports (Windows)
Home Dashboard Portfolio Value - Select Accounts to Include Setting [Edited]

Closed Allen102 40 views 0 comments 0 points Started by Allen102 January 10 Reports (Windows)
Double entries in investment accounts

Answered Closed rannyrobertson 39 views 2 comments 0 points Most recent by oldgirl January 10Errors and Troubleshooting (Windows)
Investment column headings missing

Answered Closed guackqui 283 views 32 comments 0 points Most recent by vamike January 8Errors and Troubleshooting (Windows)

/* * These styles apply ONLY to the header and footer assets. */ * { padding: 0; margin: 0; box-sizing: border-box; } .footer { background: #f5f5f6; color: #555a62; font-size: 14px; line-height: 1.5; padding: 18px 0; } .footer-wrap { padding-left: 18px; padding-right: 18px; max-width: 1236px; margin: 0 auto; } .footer a { color: #0291db; } .footer a:hover { color: #0276b3; } .footer-row { display: flex; flex-wrap: wrap; justify-content: space-between; align-items: center; margin: -3px; } .footer-col { padding: 0 3px; } .footer-col-copyRight { justify-content: flex-start; } .footer-col-logo { justify-content: flex-end; } .footer-col-copyRight, .footer-col-logo { flex: 1; display: flex; } .logo { width: 120px; height: 28px; opacity: 0.6; } @media screen and (max-width: 768px) { .footer-row { display: block; } .footer-col { width: 100%; text-align: center; margin: 6px 0; } .footer-col:first-child { margin-top: 0; } .footer-col:last-child { margin-bottom: 0; } .footer-col-copyRight, .footer-col-logo { justify-content: center; } .logo { margin: 0 auto; } } /*# sourceMappingURL=styles.css.map */

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