Investment Reports

Discussion List

• 
  Reinvest Dividends: transaction vs report

  Naruroa 21 views 2 comments 0 points Most recent by Naruroa September 27Investing (Mac)
• 
  Merged: OL-293-A Error from Vanguard

  Howell 11 views 0 comments 0 points Started by Howell September 24 Errors and Troubleshooting (Windows)
• 
  How to create a report that shows investment security types?

  Accepted Answer BK 17 views 3 comments 0 points Most recent by BK September 21The Water Cooler
• 
  I cannot delete any Investing Alerts

  Answered thebenskys 11 views 2 comments 0 points Most recent by thebenskys September 19Errors and Troubleshooting (Windows)
• 
  Quotes downloading but reporting doesn't show day change in value

  Answered Peacefield 24 views 2 comments 0 points Most recent by Peacefield September 12Investing (Windows)
• 
  I have a printing report question. Transactions in investment accounts under "CvrShrt" will show up

  Answered TomPopp 70 views 11 comments 0 points Most recent by TomPopp September 2Investing (Windows)
• 
  1

  Up
  Add option to display ticker in reports

  New desplin 32 views 6 comments 1 point Most recent by Boatnmaniac September 1Reports (Windows)
• 
  Any way to get security balance trend report?

  Accepted Answer Closed Jimb 30 views 4 comments 0 points Most recent by Jimb August 29Reports (Windows)
• 
  Gain/Loss 1-Month number and percent is wrong?

  Accepted Answer Jim L 16 views 1 comment 0 points Most recent by Jim L August 22Investing (Windows)
• 
  Merged: Change in Security Data Update Frequency [EDIT] it's the download quotes issue

  Cris Williams 39 views 0 comments 1 point Started by Cris Williams August 20 Errors and Troubleshooting (Windows)
• 
  1

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

  New RonBask 941 views 11 comments 1 point Most recent by NotACPA August 12Investments (Windows)
• 
  Removing unnecessary prior year investment transactions

  Accepted Answer bob_s 43 views 8 comments 0 points Most recent by splasher August 11Registers & Transactions (Windows)
• 
  Close Investment Account and Past Transactions Disappear from Reports (Q Mac)

  Closed hosta72 81 views 7 comments 0 points Most recent by RIck August 1Investing (Mac)
• 
  How do I remove an old account from Investing Performance Average Annual Return graph?

  Closed bwest1 46 views 4 comments 0 points Most recent by Jim_Harman July 25Investing (Windows)
• 
  5

  Up
  My Wish List for Quicken Mac in 2020

  New glennmacc 222 views 8 comments 5 points Most recent by smayer97 July 21Product Enhancements (Mac)
• 
  Is it possible to create an investment report that uses Asset Types instaed of Asset Classes?

  Accepted Answer Closed NYDenizen 44 views 4 comments 0 points Most recent by Bob_L July 20Budgeting and Planning Tools (Windows)
• 
  1

  Up
  Finance Investing Improvement for MAC

  New weileycoyote 12 views 0 comments 1 point Started by weileycoyote July 17 Investments (Mac)
• 
  0

  Up
  Product Suggestions

  New TBarnes 51 views 4 comments 0 points Most recent by TBarnes July 9Investments (Windows)
• 
  Account Summary Report with the Account Details

  Closed CowboyNav 31 views 2 comments 0 points Most recent by Sherlock July 4Reports (Windows)
• 
  2

  Up
  Mutual fund share transfers between accounts

  New HF 52 views 3 comments 2 points Most recent by q_lurker July 3Investments (Windows)
• 
  Is there any way to mass change the Cash Source on investment transactions?

  Answered Closed mecaulfield 63 views 4 comments 0 points Most recent by Red Raider July 3Investing (Windows)
• 
  How to show repaid RMD such that net is zero?

  Rocket J Squirrel 55 views 7 comments 0 points Most recent by q_lurker July 2Investing (Windows)
• 
  6

  Up
  Add Historical Foreign Exchange (.HCX) File for Multicurrency for the Quicken US Version

  New jr7107 58 views 5 comments 6 points Most recent by Chris_QPW June 26Product Enhancements (Windows)
• 
  Displaying "Date Acquisiton" date in transaction ledger -- preferrably exportable

  Closed DI.Vanilla 21 views 4 comments 0 points Most recent by DI.Vanilla June 24Investing (Mac)
• 
  3

  Up
  Suggestion to Change Report Formatting

  New Ken45140 43 views 3 comments 3 points Most recent by q_lurker June 21Reports (Windows)
• 
  0

  Up
  Needed improvement in Quicken's link to Brokerage firms

  New cclough0739 23 views 2 comments 0 points Most recent by NotACPA June 20Investments (Windows)
• 
  Why is the cost basis wrong?

  Accepted Answer Closed johnlebas 88 views 10 comments 0 points Most recent by q_lurker June 16Investing (Windows)
• 
  Is there a way to set up a report to flag for potential wash sales across multiple trade accounts?

  Closed R-Mac 43 views 4 comments 0 points Most recent by Jim_Harman June 8Investing (Windows)