Investment Reports

Discussion List

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  New brokerage purchases do not show in portfolio.

  Accepted Answer Closed Henryth 137 views 6 comments 0 points Most recent by Henryth July 2019Download, Add/Update Accounts (Mac)
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  Empty Securities Comparison Mismatch window

  Closed Wireless-Bob 100 views 8 comments 0 points Most recent by Wireless-Bob July 2019Investing (Windows)
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  CDs values not appearing in Investing list

  Accepted Answer Closed sdurrance 46 views 5 comments 0 points Most recent by NotACPA June 2019Investing (Windows)
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  Problem with signing in, validating, correcting investment errors that the recent update caused.

  Accepted Answer Closed Chris Norbury 29 views 1 comment 0 points Most recent by Greg_the_Geek June 2019Errors and Troubleshooting (Windows)
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  "What if" Investment Tool?

  Accepted Answer Closed Matthew Friedman 37 views 1 comment 0 points Most recent by Scooterlam June 2019Investing (Windows)
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  Deluxe vs H&B for investment tracking (Q Win Canada)

  Accepted Answer Closed saf380 51 views 2 comments 0 points Most recent by saf380 June 2019All Things Canadian (Windows)
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  Securities Comparison Mismatch - Printable Report

  Accepted Answer Closed Gerry Blue 35 views 4 comments 0 points Most recent by Gerry Blue May 2019Reports (Windows)
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  Income and spending differences on different screens. Unable to reconcile.

  Accepted Answer Closed Gerard Dembeck 14 views 1 comment 0 points Most recent by GeoffG May 2019Reports (Windows)
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  Why is only one investment account total incorrect when I run a networth report?

  Closed smoak53 187 views 11 comments 0 points Most recent by smoak53 May 2019Investing (Windows)
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  Investing Performance Chart Missing Dates for "Last 7 Days" When Months are Spanned [edited]

  New Scooterlam 94 views 3 comments 3 points Most recent by Jim_Harman May 2019Investments (Windows)
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  Daily Interval Graph for Net Worth and Portfolio

  New System 39 views 1 comment 3 points Most recent by david.casper May 2019Investments (Windows)
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  Investment Income report

  Closed [email protected] 21 views 2 comments 0 points Most recent by [email protected] April 2019Reports (Windows)
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  Is there a 10 year avg annual return?

  New whawk 82 views 3 comments 5 points Most recent by craig. April 2019Investments (Windows)
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  Merged: Feature Request: FSA and HSA accounts

  Eric 59 views 0 comments 4 points Started by Eric February 2019 Manage Accounts and Transactions (Windows)
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  Portfolio report (119 Legacy Votes)

  New Rick Robinson 327 views 33 comments 4 points Most recent by smayer97 February 2019Investments (Mac)
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  Investment Shares

  Closed rbw111 14 views 1 comment 0 points Most recent by J_Mike January 2019Investing (Mac)
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  Revisit RMD/MRD distributions to recognize distributions - deferred income not transfers

  Closed andyc3 129 views 13 comments 0 points Most recent by fanfare October 2018Investing (Windows)
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  0
  Requesting YTD investment returns report in Quicken Mac (58 Legacy Votes)

  Implemented Closed Dave Newbold 125 views 10 comments 0 points Most recent by smayer97 July 2018Reports (Mac)
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  Quicken for Mac Investment Reports

  Closed Douglas Berg 377 views 10 comments 0 points Most recent by Quicken Marcus July 2018Reports (Mac)
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  Don't annualize returns on the investment performance report

  New gibv 26 views 1 comment 0 points Most recent by Jim_Harman July 2018Reports (Windows)
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  0

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  Suggestion to Change Report Formatting

  New Ken45140 20 views 1 comment 0 points Most recent by mshiggins July 2018Reports (Windows)
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  Please provide the option of deselecting the currency conversion field in the Investment Transaction

  New jtweeks 6 views 2 comments 0 points Most recent by mshiggins July 2018Reports (Windows)