Investment Reports

Discussion List

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  X-ray View of Investment Portfolio

  Answered Closed bd1223 42 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)
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  Quicken is throttling requests to Schwab resulted in delayed reconciliation

  Closed George Friedman 12 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 64 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 42 views 2 comments 0 points Most recent by Ploooplooo July 2022Reports (Mac)
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  ETF Return YTD missing?

  Answered ✓ Closed corndog638 22 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 21 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 61 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)
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  Quicken trying to add investment shares that don't exist

  Closed Kquinby 102 views 1 comment 0 points Most recent by Quicken Jasmine April 2022Investing (Mac)
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  Investments are not showing or syncing to Mobile app or Web

  Closed debbeh 2.7K views 6 comments 0 points Most recent by Quicken Jasmine March 2022Investing (Mac)
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  Pitfalls, if any, of updating investments yearly and manually

  Answered Closed Poinz2 62 views 5 comments 0 points Most recent by q_lurker March 2022Investing (Windows)
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  Investing Cost Basis is blank.

  Answered Closed pt216 72 views 3 comments 0 points Most recent by pt216 February 2022Registers & Transactions (Windows)
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  How to report cash balances of brokerage accounts

  Answered Closed MarkE 371 views 2 comments 0 points Most recent by MarkE February 2022Investing (Mac)
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  How to account for Investment withdrawal

  Answered Closed PrincetonBrat470 858 views 2 comments 0 points Most recent by Jim_Harman February 2022Reports (Windows)
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  Reports don't agree on account balance

  Closed cfr 63 views 0 comments 0 points Most recent by cfr February 2022Reports (Windows)
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  Pie chart total is correct; Report total is wrong- Math error- investment asset allocation

  Closed Rob 88 views 1 comment 0 points Most recent by Jim_Harman January 2022Investing (Windows)