Investment Reports

Discussion List

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  Return of capital

  Answered ✓ Closed Charlie R 755 views 32 comments 0 points Most recent by Charlie R March 2023Investing (Windows)
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  Option positions and quicken.

  Closed agrov 11 views 1 comment 0 points Most recent by Tom Young March 2023Investing (Windows)
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  Corporate Spinoff Wizard does not give correct results on a Lot basis for large data files.

  Closed JMSOUNDER 217 views 8 comments 0 points Most recent by JMSOUNDER February 2023Investing (Windows)
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  Managing RMDs

  Answered ✓ Closed jimarcher6837 612 views 7 comments 0 points Most recent by Jim_Harman January 2023Investing (Windows)
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  Investment Income not appearing in Profit & Loss Comparison Report

  Closed Ray Jones 187 views 4 comments 0 points Most recent by Tom Young January 2023Reports (Windows)
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  Quicken Mac - M1 Finance Support

  Answered Closed ricfsantos 163 views 2 comments 0 points Most recent by ricfsantos January 2023Download, Add/Update Accounts (Mac)
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  Been using Quicken for decades. Should I start over in new year?

  Answered Closed HaventGotAClue 776 views 5 comments 0 points Most recent by Chris_QPW December 2022Investing (Windows)
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  Cost versus market value reporting

  Answered ✓ Closed Since_TheBeginning1 111 views 3 comments 0 points Most recent by jacobs December 2022Reports (Mac)
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  Separate Qualified from Taxable Dividends in Reinvested Dividends.

  Answered ✓ Closed kmcsenior 639 views 5 comments 0 points Most recent by Quicken Anja December 2022Investing (Windows)
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  Cash Sweep Account shows wrong cost

  Closed raymorr2 51 views 2 comments 1 point Most recent by raymorr2 December 2022Investing (Windows)
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  Merged: After new update (R45.13) Stocks do not match my Fidelity brokerage account

  mryan1012 1 view 0 comments 0 points Most recent by mryan1012 November 2022Registers & Transactions (Windows)
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  Why is the Account Status Security Value not equal to the Market Value? for the same account? RSUs

  Answered Closed Ed Shepard 408 views 8 comments 1 point Most recent by Ed Shepard November 2022Registers & Transactions (Windows)
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  Is there a way to only show active securities in the Security Detail View?

  Answered ✓ Closed SLD5cats 57 views 2 comments 0 points Most recent by SLD5cats November 2022Investing (Windows)
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  Investment Reports

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

  Answered ✓ Closed Peapod44 73 views 3 comments 0 points Most recent by Quicken Anja November 2022Errors and Troubleshooting (Quicken on the Web)
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  Valuation Report shows too much cash.

  Answered Closed wnonidez 21 views 2 comments 0 points Most recent by wnonidez November 2022Reports (Windows)
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  Wrong Quotes Pulled on One-Step Update

  Answered Closed Loreto Ruzzo 114 views 1 comment 0 points Most recent by Jim_Harman October 2022Download, Add/Update Accounts (Windows)
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  Schwab Pledged Asset Line- account asset history lost

  Closed Volks 43 views 0 comments 0 points Most recent by Volks October 2022Errors and Troubleshooting (Mac)
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  Overlay Benchmark On Top Of Portfolio

  Answered Closed bd1223 23 views 3 comments 0 points Most recent by bd1223 September 2022Investing (Mac)
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  X-ray View of Investment Portfolio

  Answered Closed bd1223 43 views 1 comment 0 points Most recent by John_in_NC September 2022Investing (Mac)
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  New Dashboard Portfolio Value Card Shows Double Actual Value

  Closed bfemmel 73 views 0 comments 1 point Most recent by bfemmel August 2022Errors and Troubleshooting (Windows)