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Investment Reports

13

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Bond Maturity report needs improvement [edited]

New q_lurker 381 views 16 comments 13 points Most recent by ChicagoGuy January 25Reports (Windows)
R 46.12 bugs are changing reports, securities

Quick_n_the_dead 33 views 1 comment 0 points Most recent by DBCO11 January 20Errors and Troubleshooting (Windows)
Investment Income not appearing in Profit & Loss Comparison Report

Ray Jones 34 views 4 comments 0 points Most recent by Tom Young January 18Reports (Windows)
2

Up

Additional Custom Asset Classes

Active DavidIsQuick 19 views 0 comments 2 points Started by DavidIsQuick January 10 Investments (Windows)
4

Up

Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

Active Joseph Arden 226 views 13 comments 4 points Most recent by tgrantdavis January 10Investments (Windows)
Quicken Mac - M1 Finance Support

Answered ricfsantos 37 views 2 comments 0 points Most recent by ricfsantos January 8Download, Add/Update Accounts (Mac)
11

Up

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

New RonBask 2.9K views 15 comments 11 points Most recent by epski January 4Investments (Windows)
Been using Quicken for decades. Should I start over in new year?

Answered HaventGotAClue 108 views 5 comments 0 points Most recent by Chris_QPW December 2022Investing (Windows)
2

Up

Investing - Allow edits to security INDUSTRY

New gkading 101 views 15 comments 2 points Most recent by poltah December 2022Investments (Windows)
Cost versus market value reporting

Answered ✓ Closed Since_TheBeginning1 32 views 3 comments 0 points Most recent by jacobs December 2022Reports (Mac)
schwab "compare reported securities to quicken portfolio is comparing the wrong two holdings

Closed ghstudio 37 views 1 comment 0 points Most recent by mshiggins December 2022Errors and Troubleshooting (Windows)
Cash Sweep Account shows wrong cost

Closed raymorr2 50 views 2 comments 1 point Most recent by raymorr2 December 2022Investing (Windows)
5

Up

Quicken REPORT Limitations and Enhanced Flexibility Ideas

Active pablomiller 75 views 2 comments 5 points Most recent by pablomiller November 2022Reports (Windows)
Merged: After new update (R45.13) Stocks do not match my Fidelity brokerage account

mryan1012 9 views 0 comments 0 points Started by mryan1012 November 2022 Registers & Transactions (Windows)
Why is the Account Status Security Value not equal to the Market Value? for the same account? RSUs

Answered Closed Ed Shepard 143 views 8 comments 1 point Most recent by Ed Shepard November 2022Registers & Transactions (Windows)
1

Up

Allow Net Worth report on daily basis

Active kvrousseau 12 views 0 comments 1 point Started by kvrousseau November 2022 Product Enhancements (Mac)
Is there a way to only show active securities in the Security Detail View?

Answered ✓ Closed SLD5cats 34 views 2 comments 0 points Most recent by SLD5cats November 2022Investing (Windows)
Investment Reports

Closed westwill3 61 views 4 comments 0 points Most recent by DaveD2 November 2022Investing (Windows)
Why are my Fidelity Investment accounts syching from desktop to web incorrectly?

Answered ✓ Closed Peapod44 31 views 3 comments 0 points Most recent by Quicken Anja November 2022Errors and Troubleshooting (Quicken on the Web)
Valuation Report shows too much cash.

Answered Closed wnonidez 17 views 2 comments 0 points Most recent by wnonidez November 2022Reports (Windows)
6

Up

Option to suppress further display of redundant error message for Investment Performance report

Active bijansd 24 views 0 comments 6 points Started by bijansd October 2022 Investments (Windows)
Wrong Quotes Pulled on One-Step Update

Answered Closed Loreto Ruzzo 40 views 1 comment 0 points Most recent by Jim_Harman October 2022Download, Add/Update Accounts (Windows)
Market value total in Account overview does not match Security Value in Account status

Answered Closed railsr4me 50 views 2 comments 0 points Most recent by Jim_Harman October 2022Investing (Windows)
Schwab Pledged Asset Line- account asset history lost

Closed Volks 38 views 0 comments 0 points Started by Volks October 2022 Errors and Troubleshooting (Mac)
Overlay Benchmark On Top Of Portfolio

Answered Closed bd1223 16 views 3 comments 0 points Most recent by bd1223 September 2022Investing (Mac)
X-ray View of Investment Portfolio

Answered Closed bd1223 32 views 1 comment 0 points Most recent by John_in_NC September 2022Investing (Mac)
77

Up

Mac Request option to hide categories and tags (32 Legacy Votes +66 Merged Votes)

Under Consideration Quicken Community 1.4K views 67 comments 77 points Most recent by Sad Mac Convert September 2022Manage Accounts and Transactions (Mac)
New Dashboard Portfolio Value Card Shows Double Actual Value

Closed bfemmel 54 views 0 comments 1 point Started by bfemmel August 2022 Errors and Troubleshooting (Windows)
1

Up

Need to be able to tag - Investment accounts Transactions

Active BRETTB 20 views 4 comments 1 point Most recent by Chris_QPW August 2022Reports (Windows)
Quicken is throttling requests to Schwab resulted in delayed reconciliation

Closed George Friedman 20 views 2 comments 0 points Most recent by Chris_QPW August 2022Download, Add/Update Accounts (Windows)

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