Investment Reports

Discussion List

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  In the Portfolio display, total of lot amounts do not match total shown for the position.

  Answered Closed ewoldde9 94 views 5 comments 0 points Most recent by NotACPA March 2025Investing (Windows)
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  Short term basis incorrect on sale

  Answered Closed funkws 105 views 10 comments 0 points Most recent by q_lurker March 2025Investing (Windows)
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  Dividend/interest credited to wrong money market fund (V r61.17) Windows 10 Pro

  Answered ✓ Closed Bearspa 63 views 3 comments 0 points Most recent by Quicken Kristina February 2025Registers & Transactions (Windows)
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  Quicken Realized Gain Report inaccurate

  Closed gwdehart 68 views 3 comments 0 points Most recent by jacobs February 2025Investing (Mac)
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  How to add total Gain/Loss to a report

  Answered ✓ Closed ProfileX 133 views 8 comments 0 points Most recent by q_lurker February 2025Reports (Windows)
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  in reports portfolio value over time is incorrect

  Closed john p1 23 views 1 comment 0 points Most recent by UKR February 2025Reports (Windows)
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  Best Practices to Reconcile an Investment Account Against Statements

  Closed Rich 347 views 3 comments 0 points Most recent by q_lurker February 2025Investing (Windows)
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  401k Investment fees

  Answered ✓ Closed R Rosenstock 139 views 5 comments 0 points Most recent by Boatnmaniac February 2025Investing (Windows)
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  Category or Theme lists

  Closed MylesC4 52 views 2 comments 0 points Most recent by Jim_Harman January 2025Investing (Mac)
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  18

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  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 355 views 12 comments 18 points Most recent by Boatnmaniac December 2024Product Enhancements
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  8

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

  Reviewed Joseph Arden 485 views 28 comments 8 points Most recent by q_lurker June 2024Investments
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  35

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  Select securities to graph from investment accounts

  Under Consideration jschaffe 886 views 20 comments 35 points Most recent by Quicken Anja January 2024Investments
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  11
  Add "Amount Invested" Column to Portfolio View [4 Merged]

  Planned Steve29 65 views 9 comments 11 points Most recent by jacobs September 2023Investments
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  67

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

  Under Consideration Wendy Schrandt 805 views 11 comments 67 points Most recent by redseagoby August 2023Investments
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  14

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  Daily Interval Graph for Net Worth and Portfolio

  Reviewed System 528 views 12 comments 14 points Most recent by Quicken Anja July 2023Investments
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  Treasury bill purchase inflating market value by 100X

  Closed RobertBetka 409 views 17 comments 0 points Most recent by prwilliams38 July 2023Investing (Mac)
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  BUG - Security sold or cleared to 0 shares but pennies remain in some reports

  Closed Tom39 126 views 1 comment 0 points Most recent by Tom39 July 2023Investing (Windows)