Investment Reports

Discussion List

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  5

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  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 282 views 8 comments 5 points Most recent by TedQacct January 7Investments
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  "Navigation to the webpage was canceled"

  Answered ✓ Shannon M M 31 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)
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  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 106 views 8 comments 3 points Most recent by Rob328 December 2025Investments
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  bond and taxes status in quicken

  JDB 36 views 4 comments 0 points Most recent by JDB December 2025Investing (Windows)
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  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Closed Qkndufus 37 views 4 comments 0 points Most recent by Jon December 2025Investing (Mac)
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  Online Center does not show "Holdings" and other tabs for Fidelity accounts

  Closed skavsan 54 views 6 comments 0 points Most recent by skavsan October 2025Registers & Transactions (Windows)
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  US shares sold in the Canadian version

  Answered Closed pouky 27 views 5 comments 0 points Most recent by pouky October 2025Errors and Troubleshooting (Windows)
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  Stock Donations to Charity

  Closed daleziegler 142 views 10 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Portfolio Value & Account Balance Reports show incorrect amount

  Closed Ken A 147 views 6 comments 0 points Most recent by Ken A September 2025Reports (Windows)
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  YTD Investment Performance Report

  Closed hn14246 111 views 5 comments 0 points Most recent by Quicken Anja September 2025Investing (Windows)
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  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 71 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
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  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 44 views 4 comments 0 points Most recent by jrm August 2025Investing (Windows)
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  30

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  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 942 views 23 comments 30 points Most recent by mwada August 2025Reports
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  1

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  Enhancement to report, "Income by Security"

  Reviewed 20Jk23 14 views 0 comments 1 point Started by 20Jk23 July 2025 Investments
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  Brokerage Account Investment Dividends NOT appearing on Taxable Income YTD

  Closed kolbeman 113 views 12 comments 0 points Most recent by kolbeman July 2025Investing (Windows)
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  Maturity Dates for Bonds and CDs Reports Displays Erroneous Data

  Answered Closed telecomdh 66 views 6 comments 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)
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  Modifying items in the Growth of $10K "My Accounts" list

  Answered ✓ Closed acentam 54 views 5 comments 0 points Most recent by acentam June 2025Investing (Windows)
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  50
  Portfolio report for Q Mac (119 Legacy Votes)

  Planned Quicken Community 1.1K views 55 comments 50 points Most recent by dipe_c June 2025Investments
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  You already have a security with that name

  Answered Closed kayakor 31 views 2 comments 0 points Most recent by q_lurker June 2025Investing (Windows)
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  Is there a way to sort the list of portfolio views?

  Answered ✓ Closed Marvin Gardens 23 views 2 comments 0 points Most recent by Jim_Harman June 2025Investing (Windows)
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  Security Comparison Mismatch due to rounding?

  Answered Closed Chris3 55 views 3 comments 0 points Most recent by NotACPA May 2025Investing (Windows)
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  Account Overview (Holdings) displays sold fund with a negative value

  Answered Closed steveogetsatis 22 views 3 comments 0 points Most recent by [Deleted User] May 2025Investing (Windows)
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  Navigation to the webpage was cancelled

  Closed gwforit 161 views 7 comments 1 point Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Windows)
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  Accurate Asset Classes

  Closed usnavy1610 32 views 1 comment 0 points Most recent by jacobs April 2025Investing (Mac)
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  3

  Up
  FBAR Report Improvements Needed

  Reviewed JHawk1984 63 views 5 comments 3 points Most recent by Quicken Jasmine April 2025Reports
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  In the Portfolio display, total of lot amounts do not match total shown for the position.

  Answered Closed ewoldde9 91 views 5 comments 0 points Most recent by NotACPA March 2025Investing (Windows)
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  Short term basis incorrect on sale

  Answered Closed funkws 97 views 10 comments 0 points Most recent by q_lurker March 2025Investing (Windows)
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  Dividend/interest credited to wrong money market fund (V r61.17) Windows 10 Pro

  Answered ✓ Closed Bearspa 62 views 3 comments 0 points Most recent by Quicken Kristina February 2025Registers & Transactions (Windows)
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  Quicken Realized Gain Report inaccurate

  Closed gwdehart 63 views 3 comments 0 points Most recent by jacobs February 2025Investing (Mac)