Investment Reports

Discussion List

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  Security Comparison Mismatch due to rounding?

  Answered Chris3 43 views 3 comments 0 points Most recent by NotACPA May 21Investing (Windows)
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  Account Overview (Holdings) displays sold fund with a negative value

  Answered steveogetsatis 28 views 3 comments 0 points Most recent by CaliQkn May 10Investing (Windows)
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  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 96 views 3 comments 1 point Most recent by LarryNolan April 29Investments
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  Navigation to the webpage was cancelled

  gwforit 94 views 7 comments 1 point Most recent by Quicken Kristina April 26Errors and Troubleshooting (Windows)
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  Accurate Asset Classes

  usnavy1610 30 views 1 comment 0 points Most recent by jacobs April 24Investing (Mac)
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  FBAR Report Improvements Needed

  Reviewed JHawk1984 60 views 5 comments 2 points Most recent by Quicken Jasmine April 20Reports
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  In the Portfolio display, total of lot amounts do not match total shown for the position.

  Answered Closed ewoldde9 68 views 5 comments 0 points Most recent by NotACPA March 27Investing (Windows)
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  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 714 views 22 comments 25 points Most recent by Rocket J Squirrel March 25Reports
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  Short term basis incorrect on sale

  Answered Closed funkws 84 views 10 comments 0 points Most recent by q_lurker March 7Investing (Windows)
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  Dividend/interest credited to wrong money market fund (V r61.17) Windows 10 Pro

  Answered ✓ Closed Bearspa 68 views 3 comments 0 points Most recent by Quicken Kristina February 18Registers & Transactions (Windows)
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  Quicken Realized Gain Report inaccurate

  Closed gwdehart 58 views 3 comments 0 points Most recent by jacobs February 16Investing (Mac)
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  How to add total Gain/Loss to a report

  Answered ✓ Closed ProfileX 94 views 8 comments 0 points Most recent by q_lurker February 11Reports (Windows)
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  in reports portfolio value over time is incorrect

  Closed john p1 29 views 1 comment 0 points Most recent by UKR February 10Reports (Windows)
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  Best Practices to Reconcile an Investment Account Against Statements

  Closed Rich 153 views 3 comments 0 points Most recent by q_lurker February 7Investing (Windows)
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  401k Investment fees

  Answered ✓ Closed R Rosenstock 96 views 5 comments 0 points Most recent by Boatnmaniac February 2Investing (Windows)
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  Category or Theme lists

  Closed MylesC4 47 views 2 comments 0 points Most recent by Jim_Harman January 17Investing (Mac)
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  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 318 views 12 comments 17 points Most recent by Boatnmaniac December 2024Product Enhancements
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  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.5K views 27 comments 20 points Most recent by Martimouse September 2024Investments
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  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  Reviewed Joseph Arden 439 views 28 comments 7 points Most recent by q_lurker June 2024Investments
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  35

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  Select securities to graph from investment accounts

  Under Consideration jschaffe 821 views 20 comments 35 points Most recent by Quicken Anja January 2024Investments
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  49
  Portfolio report for Q Mac (119 Legacy Votes)

  Planned Quicken Community 956 views 51 comments 49 points Most recent by jacobs October 2023Investments
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  11
  Add "Amount Invested" Column to Portfolio View [4 Merged]

  Planned Steve29 67 views 9 comments 11 points Most recent by jacobs September 2023Investments
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  View Price History graph for a Security (22 Legacy Votes)

  Under Consideration Wendy Schrandt 773 views 11 comments 65 points Most recent by redseagoby August 2023Investments
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  Daily Interval Graph for Net Worth and Portfolio

  Reviewed System 504 views 12 comments 13 points Most recent by Quicken Anja July 2023Investments
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  Treasury bill purchase inflating market value by 100X

  Closed RobertBetka 376 views 17 comments 0 points Most recent by prwilliams38 July 2023Investing (Mac)