Investment Reports

Discussion List

• 
  Account Overview (Holdings) displays sold fund with a negative value

  Answered Closed steveogetsatis 23 views 3 comments 0 points Most recent by [Deleted User] May 2025Investing (Windows)
• 
  Navigation to the webpage was cancelled

  Closed gwforit 179 views 7 comments 1 point Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Windows)
• 
  Accurate Asset Classes

  Closed usnavy1610 32 views 1 comment 0 points Most recent by jacobs April 2025Investing (Mac)
• 
  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)
• 
  Short term basis incorrect on sale

  Answered Closed funkws 103 views 10 comments 0 points Most recent by q_lurker March 2025Investing (Windows)
• 
  Dividend/interest credited to wrong money market fund (V r61.17) Windows 10 Pro

  Answered ✓ Closed Bearspa 61 views 3 comments 0 points Most recent by Quicken Kristina February 2025Registers & Transactions (Windows)
• 
  Quicken Realized Gain Report inaccurate

  Closed gwdehart 62 views 3 comments 0 points Most recent by jacobs February 2025Investing (Mac)
• 
  How to add total Gain/Loss to a report

  Answered ✓ Closed ProfileX 131 views 8 comments 0 points Most recent by q_lurker February 2025Reports (Windows)
• 
  in reports portfolio value over time is incorrect

  Closed john p1 22 views 1 comment 0 points Most recent by UKR February 2025Reports (Windows)
• 
  Best Practices to Reconcile an Investment Account Against Statements

  Closed Rich 381 views 3 comments 0 points Most recent by q_lurker February 2025Investing (Windows)
• 
  401k Investment fees

  Answered ✓ Closed R Rosenstock 154 views 5 comments 0 points Most recent by Boatnmaniac February 2025Investing (Windows)
• 
  Category or Theme lists

  Closed MylesC4 51 views 2 comments 0 points Most recent by Jim_Harman January 2025Investing (Mac)
• 
  18

  Up
  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 352 views 12 comments 18 points Most recent by Boatnmaniac December 2024Product Enhancements
• 
  8

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

  Reviewed Joseph Arden 492 views 28 comments 8 points Most recent by q_lurker June 2024Investments
• 
  35

  Up
  Select securities to graph from investment accounts

  Under Consideration jschaffe 895 views 20 comments 35 points Most recent by Quicken Anja January 2024Investments
• 
  11
  Add "Amount Invested" Column to Portfolio View [4 Merged]

  Planned Steve29 66 views 9 comments 11 points Most recent by jacobs September 2023Investments
• 
  67

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

  Under Consideration Wendy Schrandt 807 views 11 comments 67 points Most recent by redseagoby August 2023Investments
• 
  14

  Up
  Daily Interval Graph for Net Worth and Portfolio

  Reviewed System 524 views 12 comments 14 points Most recent by Quicken Anja July 2023Investments
• 
  Treasury bill purchase inflating market value by 100X

  Closed RobertBetka 412 views 17 comments 0 points Most recent by prwilliams38 July 2023Investing (Mac)
• 
  BUG - Security sold or cleared to 0 shares but pennies remain in some reports

  Closed Tom39 121 views 1 comment 0 points Most recent by Tom39 July 2023Investing (Windows)