Investment Reports

Discussion List

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  Looking for a way to get an investment report summarized by account

  Accepted Answer Paresh Buch 22 views 5 comments 0 points Most recent by bmciance June 20Reports (Windows)
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  Cost Basis Issue after selling all shares

  Accepted Answer Paul in Gainesville 19 views 1 comment 0 points Most recent by Mark1104 June 19Investing (Windows)
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  Daily Interval Graph for Net Worth and Portfolio

  New System 148 views 4 comments 7 points Most recent by jim1762 June 18Investments (Windows)
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  Investment Reports (Q Mac)

  Answered martianewell 65 views 6 comments 0 points Most recent by jacobs June 16Investing (Mac)
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  The only sub-category under investments that will show up is ESPP Income.

  Answered jgill96 8 views 1 comment 0 points Most recent by jacobs June 15Errors and Troubleshooting (Mac)
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  Report Rounding Error

  Answered JerryD 26 views 3 comments 0 points Most recent by NotACPA June 12Reports (Windows)
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  Dividend Reinvestment dollar amounts (Q Mac)

  New patrick 100 views 6 comments 6 points Most recent by jacobs May 22Investments (Mac)
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  Net Worth by Year Report Bug

  Answered M Campbell Crockett 69 views 11 comments 0 points Most recent by M Campbell Crockett May 21Reports (Mac)
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  View Price History graph for a Security (22 Legacy Votes)

  Under Consideration Wendy Schrandt 493 views 9 comments 31 points Most recent by adsoft2015 May 20Investments (Mac)
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  JP Morgan investments won't download, error OL-220-A

  Answered Closed Susan Harris 132 views 6 comments 0 points Most recent by Susan Harris May 20Download, Add/Update Accounts (Windows)
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  Dividend Report

  New Kegger Jones 65 views 3 comments 5 points Most recent by jacobs May 19Investments (Mac)
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  Home Equity Monitoring and Projections

  New jmine83 50 views 4 comments 4 points Most recent by Quicken Anja May 19Reports (Mac)
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  Suggestion: allow "custom to date" as date range in Net Worth report

  New schlotz 22 views 3 comments 2 points Most recent by jacobs May 16Reports (Mac)
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  How to monitor and display a bond's "Yield to Maturity"

  Answered gkading 112 views 5 comments 0 points Most recent by gkading May 13Investing (Windows)
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  Quicken Windows to Mac: what's missing/different for tracking and recording investments etc

  Accepted Answer Alan Etienne 38 views 9 comments 0 points Most recent by jacobs May 10New to Quicken/Getting Started (Mac)
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  Investing Performance Chart Missing Dates for "Last 7 Days" When Months are Spanned [edited]

  New Scooterlam 103 views 6 comments 4 points Most recent by Scooterlam May 8Investments (Windows)
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  Mac Request option to hide categories and tags (updated title) (32 Legacy Votes)

  Under Consideration Quicken Community 624 views 7 comments 29 points Most recent by Vincent Thacker May 4Manage Accounts and Transactions (Mac)
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  Portfolio Value Report shows securities not in Brokerage Statement [edited]

  Answered gksmith5 67 views 11 comments 0 points Most recent by gksmith5 May 1Investing (Windows)
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  Quicken not downloading any stock prices - "Sorry can't download anything right now"

  Accepted Answer FBoro 32 views 1 comment 0 points Most recent by Sherlock April 28Investing (Windows)
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  Investment account has two linked cash accounts

  Paulo 70 views 7 comments 0 points Most recent by q_lurker April 26Investing (Windows)
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  Idea: Add a CAGR column in Portfolio

  New dipe_c 17 views 0 comments 3 points Started by dipe_c April 26 Investments (Mac)
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  Market Value of Mortgage-Based Securities is Incorrect

  Answered GolferJim 35 views 5 comments 0 points Most recent by GolferJim April 24Investing (Windows)
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  How do you add existing screenshots to a post?

  Accepted Answer JMSOUNDER 37 views 2 comments 0 points Most recent by Rocket J Squirrel April 24Investing (Windows)
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  Miscellaneous Expense with Security & Include Unrealized Gains in Current Budget Report problem

  kla4503 48 views 5 comments 0 points Most recent by Quicken Anja April 20Reports (Windows)
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  How does one correct a foreign exchange rate that Quicken arbitrarily uses?

  Closed FrustratedinCanada 52 views 1 comment 0 points Most recent by Arctic Hare (H&B 2019 Canadian) April 20All Things Canadian (Windows)
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  In my portofolio report is a position called "other"

  Accepted Answer crc42850 40 views 9 comments 0 points Most recent by crc42850 April 19Reports (Windows)