Investment Reports

Discussion List

• 
  Investing portfolio export to tab delimited is truncating description

  Closed Sandcastle 12 views 1 comment 0 points Most recent by Sandcastle February 2020Investing (Windows)
• 
  Asterisk in the Investment Portfolio

  Answered ✓ Closed SCABob 392 views 3 comments 0 points Most recent by SCABob January 2020Investing (Windows)
• 
  Tax reports

  Answered ✓ Closed pljewkes 49 views 5 comments 0 points Most recent by splasher January 2020Investing (Windows)
• 
  How can I start a new Quicken file with just my banking transactions and no investment info at all?

  Answered ✓ Closed ckaplan 205 views 8 comments 0 points Most recent by Ps56k2 January 2020Investing (Windows)
• 
  Rental property asset capital gain

  Answered Closed w627lieb 22 views 1 comment 0 points Most recent by Quicken_Natalie January 2020Budgeting and Planning Tools (Windows)
• 
  Can't seem to generate a report that shows me the total gain or loss for an investment...

  Answered ✓ Closed shredmund 120 views 2 comments 0 points Most recent by UKR January 2020Investing (Mac)
• 
  Transaction report that shows current share balance

  Answered ✓ Closed ChicagoGuy 346 views 9 comments 1 point Most recent by lliefveld January 2020Reports (Windows)
• 
  401K Transaction Categories in Investment Report / _RlzdGain for SoldX Transaction

  Closed butlerd12 331 views 5 comments 0 points Most recent by butlerd12 January 2020Investing (Windows)
• 
  Capital gains report shows incorrect cost and sale amounts. I enter purchase and sales manually.

  u1938 234 views 11 comments 0 points Most recent by u1938 December 2019Investing (Windows)
• 
  I cannot find a security on the Portfolio page

  Answered ✓ Closed marvk 347 views 9 comments 0 points Most recent by UKR December 2019Errors and Troubleshooting (Windows)
• 
  Capital Gains Report showing Stocks NOT Sold

  Closed Ron n Round Rock 210 views 22 comments 0 points Most recent by Ron n Round Rock November 2019Investing (Windows)
• 
  Microsft Office Outlook Error Msg

  Answered ✓ Closed GrandPaJack 253 views 5 comments 0 points Most recent by GrandPaJack November 2019Investing (Windows)
• 
  How do I find the sources of "-Cash-" as shown in the investment report?

  Answered ✓ Closed NebularNovice 665 views 11 comments 0 points Most recent by NebularNovice November 2019Reports (Windows)
• 
  How to get a Total value of both US$ and Can$ in Portfolio view

  Answered ✓ Closed hugh - R 17 views 2 comments 0 points Most recent by smayer97 November 2019Investing (Mac)
• 
  Investment Report Issue

  Grawuf 13 views 1 comment 0 points Most recent by Jim_Harman November 2019Investing (Windows)
• 
  Why won't two investments , a stock & a bond fund, show up in my Q acct.

  Answered ✓ Closed bilhelm8 161 views 6 comments 0 points Most recent by bilhelm8 October 2019Investing (Windows)
• 
  Why doesn't Return % YTD show at the account or view level

  Answered ✓ Closed Ellary Kahan 26 views 1 comment 0 points Most recent by Jim_Harman October 2019Investing (Windows)
• 
  Best way to convert a current 401k account to a new 401k plan

  Answered ✓ Closed NewMac2017 225 views 3 comments 0 points Most recent by NewMac2017 October 2019Investing (Mac)
• 
  Could I use Quicken Premier to file taxes?

  Answered ✓ Closed Chiquito 584 views 11 comments 0 points Most recent by Ps56k2 October 2019Investing (Windows)
• 
  How do I generate a report anything like this one from QM 2007?

  Answered ✓ Closed tmplee 168 views 11 comments 0 points Most recent by tmplee September 2019Reports (Mac)
• 
  Can one export a customized Investing View to Excel?

  Answered ✓ Closed PAUser 123 views 5 comments 0 points Most recent by PAUser September 2019Reports (Windows)
• 
  Investing Reports

  Answered ✓ Closed martianewell 87 views 4 comments 1 point Most recent by martianewell August 2019Investing (Mac)
• 
  How to show how much deposited in an account

  Answered ✓ Closed Dennis Mahoney 77 views 4 comments 0 points Most recent by Dennis Mahoney August 2019Investing (Windows)
• 
  How can I split my Roth vs Salary Reduction contributions that share an account at Fidelity?

  Answered ✓ Closed shadow4891 319 views 7 comments 0 points Most recent by jr7107 August 2019Investing (Windows)
• 
  How do I display the investment value for a reinvestment transaction?

  Answered ✓ Closed benashton 41 views 2 comments 0 points Most recent by jacobs July 2019Investing (Mac)
• 
  combine portfolio accounts in investing.quicken.com

  Answered ✓ Closed jerry 4 33 views 3 comments 0 points Most recent by Quicken Sarah July 2019File Conversion and Backup (Windows)
• 
  Moving investment account to new firm

  Closed Dennis Mahoney 74 views 4 comments 1 point Most recent by Dennis Mahoney July 2019Investing (Windows)