Investment Reports

Discussion List

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  Separate Qualified from Taxable Dividends in Reinvested Dividends.

  Answered ✓ Closed kmcsenior 800 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 57 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 443 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 66 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 87 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 128 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 46 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 24 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 47 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 79 views 0 comments 1 point Most recent by bfemmel August 2022Errors and Troubleshooting (Windows)
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  Quicken is throttling requests to Schwab resulted in delayed reconciliation

  Closed George Friedman 11 views 2 comments 0 points Most recent by Chris_QPW August 2022Download, Add/Update Accounts (Windows)
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  Day to day changes on Investment Dashboard

  Closed mehsab 41 views 0 comments 0 points Most recent by mehsab July 2022Investing (Windows)
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  Can I export my investing accounts into Morningstar Investor?

  Answered Closed Mike Curran 68 views 1 comment 0 points Most recent by Sherlock July 2022Investing (Windows)
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  Mac - Reports grouping or summarizing by Security (Payee)

  Answered Closed Ploooplooo 46 views 2 comments 0 points Most recent by Ploooplooo July 2022Reports (Mac)
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  ETF Return YTD missing?

  Answered ✓ Closed corndog638 29 views 3 comments 0 points Most recent by Jim_Harman June 2022Investing (Windows)
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  Why is Investment Performance YTD report NOT year to date?

  Answered ✓ Closed corndog638 22 views 1 comment 0 points Most recent by q_lurker June 2022Reports (Windows)
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  Anyone else having issue with Growth of $10K Chart?

  Answered Closed Marlonious 63 views 5 comments 0 points Most recent by Marlonious May 2022All Things Canadian (Windows)
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  Evaluating Dividend Income Funds

  Answered Closed PCWizard 41 views 4 comments 0 points Most recent by Jim_Harman April 2022Investing (Windows)