Investment Reports

Discussion List

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  My Wish List for Quicken Mac in 2020

  New glennmacc 104 views 6 comments 4 points Most recent by smayer97 January 17Product Enhancements (Mac)
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  How can I start a new Quicken file with just my banking transactions and no investment info at all?

  Accepted Answer ckaplan 49 views 8 comments 0 points Most recent by ps56k January 14Investing (Windows)
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  Rental property asset capital gain

  Answered w627lieb 18 views 1 comment 0 points Most recent by Quicken_Natalie January 13Budgeting and Planning Tools (Windows)
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  QM - actual and estimated income by security

  New Paul 8 views 2 comments 1 point Most recent by Steve29 January 13Investments (Mac)
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  Home Equity Monitoring and Projections

  New jmine83 12 views 0 comments 1 point Started by jmine83 January 12 Reports (Mac)
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  Why does Net Worth Report details include closed positions of securities?

  New ford V8 18 views 0 comments 0 points Started by ford V8 January 7 Reports (Windows)
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  Can't seem to generate a report that shows me the total gain or loss for an investment...

  Answered shredmund 34 views 2 comments 0 points Most recent by UKR January 4Investing (Mac)
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  Transaction report that shows current share balance

  Accepted Answer ChicagoGuy 29 views 9 comments 0 points Most recent by lliefveld January 4Reports (Windows)
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  401K Transaction Categories in Investment Report / _RlzdGain for SoldX Transaction

  Answered butlerd12 44 views 5 comments 0 points Most recent by butlerd12 January 3Investing (Windows)
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  Brokerage Portfolio Balance incorrect after switching to Direct Connect

  Accepted Answer Closed nuthaus 46 views 3 comments 0 points Most recent by mannyg December 2019Errors and Troubleshooting (Mac)
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  How do I correct cash balance in an imported IRA from Mac quicken 2007

  Accepted Answer Closed Paul Kleeberg 20 views 1 comment 0 points Most recent by Paul Kleeberg December 2019Errors and Troubleshooting (Mac)
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  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  New Joseph Arden 76 views 12 comments 0 points Most recent by Quicken_Natalie December 2019Investments (Windows)
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  Capital gains report shows incorrect cost and sale amounts. I enter purchase and sales manually.

  u1938 62 views 11 comments 0 points Most recent by u1938 December 2019Investing (Windows)
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  Why cant i sell stock by LOTS in quicken canada version

  New ahmad 46 views 9 comments 0 points Most recent by ahmad December 2019Investments (Mac)
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  I cannot find a security on the Portfolio page

  Accepted Answer Closed marvk 46 views 9 comments 0 points Most recent by UKR December 2019Errors and Troubleshooting (Windows)
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  Add Historical Foreign Exchange (.HCX) File for Multicurrency for the Quicken US Version

  New jr7107 24 views 0 comments 3 points Started by jr7107 December 2019 Product Enhancements (Windows)
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  Need way to track Life Insurance Asset Value (vs Premiums)

  New RonBask 81 views 6 comments 0 points Most recent by skeleton567 December 2019Investments (Windows)
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  Capital Gains Report showing Stocks NOT Sold

  Closed Ron n Round Rock 81 views 22 comments 0 points Most recent by Ron n Round Rock November 2019Investing (Windows)
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  Microsft Office Outlook Error Msg

  Accepted Answer Closed GrandPaJack 63 views 5 comments 0 points Most recent by GrandPaJack November 2019Investing (Windows)
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  How do I find the sources of "-Cash-" as shown in the investment report?

  Accepted Answer Closed NebularNovice 59 views 11 comments 0 points Most recent by NebularNovice November 2019Reports (Windows)
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  How to get a Total value of both US$ and Can$ in Portfolio view

  Accepted Answer Closed hugh - R 18 views 2 comments 0 points Most recent by smayer97 November 2019Investing (Mac)
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  Investment Report Issue

  Grawuf 14 views 1 comment 0 points Most recent by Jim_Harman November 2019Investing (Windows)
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  Why won't two investments , a stock & a bond fund, show up in my Q acct.

  Accepted Answer Closed bilhelm8 48 views 6 comments 0 points Most recent by bilhelm8 October 2019Investing (Windows)
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  Why doesn't Return % YTD show at the account or view level

  Accepted Answer Closed Ellary Kahan 27 views 1 comment 0 points Most recent by Jim_Harman October 2019Investing (Windows)
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  Best way to convert a current 401k account to a new 401k plan

  Accepted Answer Closed NewMac2017 46 views 3 comments 0 points Most recent by NewMac2017 October 2019Investing (Mac)
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  Could I use Quicken Premier to file taxes?

  Accepted Answer Closed Chiquito 113 views 11 comments 0 points Most recent by ps56k October 2019Investing (Windows)
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  Merged: How to Export or Report on the Notes field (and others in Register)

  Scott 54 views 0 comments 2 points Started by Scott October 2019 Reports (Windows)
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  Can I somehow extract or report portfolio value DAILY?

  Closed Bruce Buckley 55 views 10 comments 0 points Most recent by Jim_Harman October 2019Reports (Windows)