Investment Reports

Discussion List

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  Is it possible to create an investment report that uses Asset Types instaed of Asset Classes?

  Answered ✓ Closed NYDenizen 56 views 4 comments 0 points Most recent by Bob_L July 2020Budgeting and Planning Tools (Windows)
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  Account Summary Report with the Account Details

  Closed CowboyNav 781 views 2 comments 0 points Most recent by Sherlock July 2020Reports (Windows)
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  Is there any way to mass change the Cash Source on investment transactions?

  Answered Closed mecaulfield 137 views 4 comments 0 points Most recent by Red Raider July 2020Investing (Windows)
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  How to show repaid RMD such that net is zero?

  Rocket J Squirrel 94 views 7 comments 0 points Most recent by q_lurker July 2020Investing (Windows)
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  Displaying "Date Acquisiton" date in transaction ledger -- preferrably exportable

  Closed DI.Vanilla 124 views 4 comments 0 points Most recent by DI.Vanilla June 2020Investing (Mac)
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  Why is the cost basis wrong?

  Answered ✓ Closed johnlebas 1.2K views 10 comments 0 points Most recent by q_lurker June 2020Investing (Windows)
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  Is there a way to set up a report to flag for potential wash sales across multiple trade accounts?

  Closed R-Mac 371 views 4 comments 0 points Most recent by Jim_Harman June 2020Investing (Windows)
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  Why is an investment report balance different from the register balance?

  Answered ✓ Closed nmerwitzererwitzer 12 views 1 comment 0 points Most recent by Sherlock June 2020Reports (Windows)
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  Why is Quicken not updating my investment accounts?

  Answered ✓ Closed Robin Whyte 574 views 2 comments 0 points Most recent by Chris_QPW June 2020Download, Add/Update Accounts (Mac)
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  Unrealized gains on closed investment account

  Closed dc600 105 views 4 comments 0 points Most recent by dc600 June 2020Errors and Troubleshooting (Windows)
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  Mac Transaction Report problem with Reinvest Dividend transaction types

  Answered ✓ Closed Ploooplooo 89 views 4 comments 0 points Most recent by Ploooplooo May 2020Investing (Mac)
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  How to record AbbVie (ABBV) merger with Allergan (AGN)?

  Answered Closed M C Crockett 1.8K views 2 comments 0 points Most recent by BB3 May 2020Investing (Mac)
• 
  Quicken 2017 Deluxe to 2020 Quicken Starter R26.21

  Closed nrocco 64 views 7 comments 0 points Most recent by Tursiops May 2020Installing and Updating (Windows)
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  how do i enter unrealized gains and losses in my investments?

  LisaD789 1.3K views 2 comments 0 points Most recent by NotACPA May 2020Investing (Windows)
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  Return 3 Yr, YTD, 1 Yr are blank in newly upgraded Deluxe subscription.

  Closed Remo 43 views 6 comments 0 points Most recent by Jim_Harman May 2020Investing (Windows)
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  Problem with the Home Page Investment Summary after Updating

  Answered ✓ Closed Hassayampa Slim 33 views 3 comments 0 points Most recent by Hassayampa Slim April 2020Errors and Troubleshooting (Windows)
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  Line Chart on Portfolio Value

  Answered ✓ Closed MPG 432 views 3 comments 0 points Most recent by MPG April 2020Reports (Windows)
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  Individual Stock Dividends and IRR

  Answered Closed glennmacc 263 views 2 comments 0 points Most recent by glennmacc April 2020Investing (Mac)
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  Where is my investment portfolio on the web?

  Answered ✓ Closed harry askenazi 215 views 3 comments 0 points Most recent by harry askenazi April 2020Investing (Windows)
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  Correcting Share imbalance when transfer between firms

  Answered ✓ Closed occativ43 36 views 2 comments 0 points Most recent by occativ43 April 2020Investing (Mac)
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  Is there a way to change the date on multiple investment transactions at one time?

  Answered ✓ Closed jmpinternet 188 views 1 comment 0 points Most recent by Boatnmaniac April 2020Investing (Windows)
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  Many missing tax categories, 1040 schedule 1, 2, 3?

  Closed bbethke 166 views 15 comments 1 point Most recent by bbethke April 2020Reports (Windows)
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  How do I determine % allocation of a security to the whole portfolio?

  Answered ✓ Closed Adele Dreyer 182 views 5 comments 0 points Most recent by jacobs April 2020Investing (Mac)
• 
  Portfolio view Income column

  Closed Jeff195 67 views 2 comments 0 points Most recent by Jeff195 April 2020Investing (Windows)