Investment Reports

Discussion List

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  Home Equity Monitoring and Projections

  New jmine83 49 views 3 comments 4 points Most recent by John_M March 29Reports (Mac)
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  Linking Nationwide account

  Closed rob_s 54 views 2 comments 0 points Most recent by thenizens March 28New to Quicken/Getting Started (Windows)
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  Add "Amount Invested" Column to Portfolio View

  New Steve29 32 views 1 comment 6 points Most recent by Joe Desch March 24Investments (Mac)
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  Merged: Does Quicken ever fix known issues like X-Ray?

  PCWrightTX 15 views 0 comments -1 point Started by PCWrightTX March 24 New to Quicken/Getting Started (Windows)
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  Individual reports for a selected mutual .

  Answered gboock 16 views 1 comment 0 points Most recent by Sherlock March 19Reports (Windows)
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  Merged: Provide for Capital Gain Adjustments

  ChicagoGuy 1 view 0 comments 0 points Started by ChicagoGuy March 15 Investments (Windows)
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  Report Interval Option: Day

  New user99029 58 views 3 comments 9 points Most recent by dave hulett March 8Paying Bills, Online Billers & Reminders (Windows)
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  Year End Balance Problem / Question

  Accepted Answer Closed bwalker56 25 views 2 comments 0 points Most recent by bwalker56 March 6Errors and Troubleshooting (Windows)
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  Dividend Report

  New Kegger Jones 48 views 1 comment 2 points Most recent by Quicken_Tyka March 5Investments (Mac)
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  Can't get Portfolio X-ray to work - SAMLERROR: Redirect failed

  Closed Randy40 87 views 6 comments 0 points Most recent by q_lurker March 2Errors and Troubleshooting (Windows)
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  Investing portfolio export to tab delimited is truncating description

  Closed Sandcastle 18 views 1 comment 0 points Most recent by Sandcastle February 6Investing (Windows)
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  I have a printing report question. Transactions in investment accounts under "CvrShrt" will show up

  Answered TomPopp 66 views 10 comments 0 points Most recent by Quicken_Natalie February 5Investing (Windows)
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  Investment Performance Report - deducting management fees

  New mrs121 39 views 2 comments 1 point Most recent by mrs121 January 28Investments (Windows)
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  Asterisk in the Investment Portfolio

  Accepted Answer Closed SCABob 44 views 3 comments 0 points Most recent by SCABob January 26Investing (Windows)
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  Tax reports

  Accepted Answer Closed pljewkes 44 views 5 comments 0 points Most recent by splasher January 22Investing (Windows)
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  My Wish List for Quicken Mac in 2020

  New glennmacc 174 views 6 comments 5 points Most recent by smayer97 January 17Product Enhancements (Mac)
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  How can I start a new Quicken file with just my banking transactions and no investment info at all?

  Accepted Answer ckaplan 57 views 8 comments 0 points Most recent by ps56k January 14Investing (Windows)
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  Rental property asset capital gain

  Answered w627lieb 22 views 1 comment 0 points Most recent by Quicken_Natalie January 13Budgeting and Planning Tools (Windows)
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  QM - actual and estimated income by security

  New Paul 15 views 2 comments 1 point Most recent by Steve29 January 13Investments (Mac)
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  Why does Net Worth Report details include closed positions of securities?

  New ford V8 21 views 0 comments 0 points Started by ford V8 January 7 Reports (Windows)
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  Can't seem to generate a report that shows me the total gain or loss for an investment...

  Accepted Answer Closed shredmund 41 views 2 comments 0 points Most recent by UKR January 4Investing (Mac)
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  Transaction report that shows current share balance

  Accepted Answer Closed ChicagoGuy 45 views 9 comments 0 points Most recent by lliefveld January 4Reports (Windows)
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  401K Transaction Categories in Investment Report / _RlzdGain for SoldX Transaction

  Closed butlerd12 59 views 5 comments 0 points Most recent by butlerd12 January 3Investing (Windows)
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  Brokerage Portfolio Balance incorrect after switching to Direct Connect

  Accepted Answer Closed nuthaus 55 views 3 comments 0 points Most recent by mannyg December 2019Errors and Troubleshooting (Mac)
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  How do I correct cash balance in an imported IRA from Mac quicken 2007

  Accepted Answer Closed Paul Kleeberg 25 views 1 comment 0 points Most recent by Paul Kleeberg December 2019Errors and Troubleshooting (Mac)
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  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  New Joseph Arden 131 views 12 comments 1 point Most recent by Quicken_Natalie December 2019Investments (Windows)
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  Capital gains report shows incorrect cost and sale amounts. I enter purchase and sales manually.

  u1938 102 views 11 comments 0 points Most recent by u1938 December 2019Investing (Windows)
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  I cannot find a security on the Portfolio page

  Accepted Answer Closed marvk 56 views 9 comments 0 points Most recent by UKR December 2019Errors and Troubleshooting (Windows)
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  Add Historical Foreign Exchange (.HCX) File for Multicurrency for the Quicken US Version

  New jr7107 34 views 0 comments 3 points Started by jr7107 December 2019 Product Enhancements (Windows)