Investment Reports

Discussion List

• 
  Capital Gains Report showing Stocks NOT Sold

  Answered Ron n Round Rock 74 views 22 comments 0 points Most recent by Ron n Round Rock November 19Investing (Windows)
• 
  0

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

  New RonBask 36 views 5 comments 0 points Most recent by Kingfish58 November 15Investments (Windows)
• 
  Microsft Office Outlook Error Msg

  Accepted Answer GrandPaJack 33 views 5 comments 0 points Most recent by GrandPaJack November 12Investing (Windows)
• 
  How do I find the sources of "-Cash-" as shown in the investment report?

  Accepted Answer Closed NebularNovice 52 views 11 comments 0 points Most recent by NebularNovice November 10Reports (Windows)
• 
  How to get a Total value of both US$ and Can$ in Portfolio view

  Accepted Answer Closed hugh - R 14 views 2 comments 0 points Most recent by smayer97 November 9Investing (Mac)
• 
  Investment Report Issue

  Grawuf 13 views 1 comment 0 points Most recent by Jim_Harman November 1Investing (Windows)
• 
  Why won't two investments , a stock & a bond fund, show up in my Q acct.

  Accepted Answer Closed bilhelm8 43 views 6 comments 0 points Most recent by bilhelm8 October 31Investing (Windows)
• 
  Why doesn't Return % YTD show at the account or view level

  Accepted Answer Closed Ellary Kahan 24 views 1 comment 0 points Most recent by Jim_Harman October 28Investing (Windows)
• 
  Best way to convert a current 401k account to a new 401k plan

  Accepted Answer NewMac2017 34 views 3 comments 0 points Most recent by NewMac2017 October 28Investing (Mac)
• 
  Could I use Quicken Premier to file taxes?

  Accepted Answer Closed Chiquito 64 views 11 comments 0 points Most recent by ps56k October 23Investing (Windows)
• 
  1

  Up
  How to Export or Report on the Notes field (and others in Register)

  New Scott 44 views 4 comments 1 point Most recent by ps56k October 23Reports (Windows)
• 
  Can I somehow extract or report portfolio value DAILY?

  Closed Bruce Buckley 52 views 10 comments 0 points Most recent by Jim_Harman October 17Reports (Windows)
• 
  Closed Account with $0 balance shows up in Net Worth Report with a balance more than $200

  Accepted Answer Closed Leslie Lewis 21 views 5 comments 0 points Most recent by ps56k October 10Errors and Troubleshooting (Windows)
• 
  Accounting for a car lease final buy-out with asset trade in

  Accepted Answer Closed Nancy R Cservak 25 views 2 comments 0 points Most recent by Nancy R Cservak October 6Bank Accounts, Downloading, and Categorization (Windows)
• 
  Does this version support download from Prudential 401k retirement accounts

  Closed rboorman 72 views 6 comments 0 points Most recent by Quicken_Tyka September 27Bank Accounts, Downloading, and Categorization (Windows)
• 
  How do I generate a report anything like this one from QM 2007?

  Accepted Answer Closed tmplee 92 views 11 comments 0 points Most recent by tmplee September 18Reports (Mac)
• 
  16

  Up
  View Price History graph for a Security (22 Legacy Votes)

  New Wendy Schrandt 114 views 8 comments 16 points Most recent by nhuddleston September 14Investments (Mac)
• 
  Can one export a customized Investing View to Excel?

  Accepted Answer Closed PAUser 62 views 5 comments 0 points Most recent by PAUser September 2Reports (Windows)
• 
  Investing Reports

  Accepted Answer Closed martianewell 44 views 4 comments 1 point Most recent by martianewell August 27Investing (Mac)
• 
  0

  Up
  Create New Transaction Reports for selected securities

  New SVanDee 11 views 0 comments 0 points Started by SVanDee August 20 Reports (Mac)
• 
  Why Do Net Worth Reports Display Incorrect Investment Account Balances

  Accepted Answer Closed dnfinance 41 views 6 comments 0 points Most recent by Sherlock August 19Reports (Windows)
• 
  How to show how much deposited in an account

  Accepted Answer Closed Dennis Mahoney 51 views 4 comments 0 points Most recent by Dennis Mahoney August 18Investing (Windows)
• 
  How can I split my Roth vs Salary Reduction contributions that share an account at Fidelity?

  Accepted Answer Closed shadow4891 51 views 7 comments 0 points Most recent by jr7107 August 15Investing (Windows)
• 
  I have 2 problems below

  Accepted Answer Closed Fineagle 41 views 2 comments 0 points Most recent by Fineagle July 26Bank Accounts, Downloading, and Categorization (Windows)
• 
  4

  Up
  Dividend Reinvestment dollar amounts

  New patrick 82 views 4 comments 4 points Most recent by jacobs July 22Investments (Mac)
• 
  How do I display the investment value for a reinvestment transaction?

  Accepted Answer Closed benashton 41 views 2 comments 0 points Most recent by jacobs July 20Investing (Mac)
• 
  combine portfolio accounts in investing.quicken.com

  Accepted Answer Closed jerry 4 31 views 3 comments 0 points Most recent by Quicken Sarah July 18File Conversion and Backup (Windows)
• 
  Moving investment account to new firm

  Closed Dennis Mahoney 61 views 4 comments 1 point Most recent by Dennis Mahoney July 14Investing (Windows)
• 
  Building new file - need historical currency rates: Quicken 2019 Canadian

  Answered Microfiche 31 views 3 comments 0 points Most recent by Microfiche July 11Errors and Troubleshooting (Windows)