Investment Reports

Discussion List

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  Need way to track Life Insurance Asset Value (vs Premiums)

  New RonBask 488 views 6 comments 1 point Most recent by skeleton567 December 2019Investments (Windows)
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  Capital Gains Report showing Stocks NOT Sold

  Closed Ron n Round Rock 98 views 22 comments 0 points Most recent by Ron n Round Rock November 2019Investing (Windows)
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  Microsft Office Outlook Error Msg

  Accepted Answer Closed GrandPaJack 148 views 5 comments 0 points Most recent by GrandPaJack November 2019Investing (Windows)
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  How do I find the sources of "-Cash-" as shown in the investment report?

  Accepted Answer Closed NebularNovice 126 views 11 comments 0 points Most recent by NebularNovice November 2019Reports (Windows)
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  How to get a Total value of both US$ and Can$ in Portfolio view

  Accepted Answer Closed hugh - R 20 views 2 comments 0 points Most recent by smayer97 November 2019Investing (Mac)
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  Investment Report Issue

  Grawuf 15 views 1 comment 0 points Most recent by Jim_Harman November 2019Investing (Windows)
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  Why won't two investments , a stock & a bond fund, show up in my Q acct.

  Accepted Answer Closed bilhelm8 64 views 6 comments 0 points Most recent by bilhelm8 October 2019Investing (Windows)
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  Why doesn't Return % YTD show at the account or view level

  Accepted Answer Closed Ellary Kahan 28 views 1 comment 0 points Most recent by Jim_Harman October 2019Investing (Windows)
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  Best way to convert a current 401k account to a new 401k plan

  Accepted Answer Closed NewMac2017 67 views 3 comments 0 points Most recent by NewMac2017 October 2019Investing (Mac)
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  Could I use Quicken Premier to file taxes?

  Accepted Answer Closed Chiquito 226 views 11 comments 0 points Most recent by ps56k October 2019Investing (Windows)
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  Merged: How to Export or Report on the Notes field (and others in Register)

  Scott 51 views 0 comments 2 points Started by Scott October 2019 Reports (Windows)
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  Can I somehow extract or report portfolio value DAILY?

  Closed Bruce Buckley 94 views 10 comments 0 points Most recent by Jim_Harman October 2019Reports (Windows)
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  Closed Account with $0 balance shows up in Net Worth Report with a balance more than $200

  Accepted Answer Closed Leslie Lewis 53 views 5 comments 0 points Most recent by ps56k October 2019Errors and Troubleshooting (Windows)
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  Accounting for a car lease final buy-out with asset trade in

  Accepted Answer Closed Nancy R Cservak 279 views 2 comments 0 points Most recent by Nancy R Cservak October 2019Download, Add/Update Accounts (Windows)
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  Does this version support download from Prudential 401k retirement accounts

  Closed rboorman 421 views 6 comments 0 points Most recent by Quicken_Tyka September 2019Download, Add/Update Accounts (Windows)
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  How do I generate a report anything like this one from QM 2007?

  Accepted Answer Closed tmplee 104 views 11 comments 0 points Most recent by tmplee September 2019Reports (Mac)
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  View Price History graph for a Security (22 Legacy Votes)

  Under Consideration Wendy Schrandt 232 views 8 comments 22 points Most recent by nhuddleston September 2019Investments (Mac)
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  Can one export a customized Investing View to Excel?

  Accepted Answer Closed PAUser 83 views 5 comments 0 points Most recent by PAUser September 2019Reports (Windows)
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  Investing Reports

  Accepted Answer Closed martianewell 59 views 4 comments 1 point Most recent by martianewell August 2019Investing (Mac)
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  Create New Transaction Reports for selected securities

  New SVanDee 14 views 0 comments 0 points Started by SVanDee August 2019 Reports (Mac)
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  Why Do Net Worth Reports Display Incorrect Investment Account Balances

  Accepted Answer Closed dnfinance 131 views 6 comments 0 points Most recent by Sherlock August 2019Reports (Windows)
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  How to show how much deposited in an account

  Accepted Answer Closed Dennis Mahoney 54 views 4 comments 0 points Most recent by Dennis Mahoney August 2019Investing (Windows)
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  How can I split my Roth vs Salary Reduction contributions that share an account at Fidelity?

  Accepted Answer Closed shadow4891 138 views 7 comments 0 points Most recent by jr7107 August 2019Investing (Windows)
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  I have 2 problems below

  Accepted Answer Closed Fineagle 41 views 2 comments 0 points Most recent by Fineagle July 2019Download, Add/Update Accounts (Windows)
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  Dividend Reinvestment dollar amounts

  New patrick 81 views 4 comments 5 points Most recent by jacobs July 2019Investments (Mac)
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  How do I display the investment value for a reinvestment transaction?

  Accepted Answer Closed benashton 41 views 2 comments 0 points Most recent by jacobs July 2019Investing (Mac)
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  combine portfolio accounts in investing.quicken.com

  Accepted Answer Closed jerry 4 38 views 3 comments 0 points Most recent by Quicken Sarah July 2019File Conversion and Backup (Windows)
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  Moving investment account to new firm

  Closed Dennis Mahoney 64 views 4 comments 1 point Most recent by Dennis Mahoney July 2019Investing (Windows)
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  Building new file - need historical currency rates: Quicken 2019 Canadian

  Answered Closed Microfiche 99 views 3 comments 0 points Most recent by Microfiche July 2019Errors and Troubleshooting (Windows)