Investment Reports

Discussion List

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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 92 views 1 comment 0 points Most recent by Jim_Harman January 2022Investing (Windows)
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  Portfolio Value on the Home Screen

  Closed David E Sands 44 views 2 comments 0 points Most recent by David E Sands January 2022Reports (Windows)
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  Home Dashboard Portfolio Value - Select Accounts to Include Setting [Edited]

  Closed Allen102 52 views 0 comments 1 point Most recent by Allen102 January 2022Reports (Windows)
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  Asset Allocation Total Wrong

  Answered Closed ChevelleJeff 211 views 13 comments 0 points Most recent by q_lurker January 2022Reports (Windows)
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  Number of Shares discrepancy between Quicken Data and Quicken Investing

  Answered Closed TonyD 153 views 13 comments 0 points Most recent by Chris_QPW December 2021Investing (Windows)
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  Stock Prices not downloading

  Answered Closed FrankVerducci 461 views 6 comments 0 points Most recent by q_lurker December 2021Investing (Windows)
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  Tax Free income in Income & Expense report

  Answered Closed Priyo 33 views 2 comments 0 points Most recent by Tom Young December 2021Investing (Windows)
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  How do I get a correct Portfolio Balance and Cost Basis Report?

  Answered ✓ Closed 26@harrich 590 views 7 comments 0 points Most recent by q_lurker December 2021Reports (Windows)
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  Mutual Fund balances way off

  Answered ✓ Closed davidfromwi 73 views 4 comments 0 points Most recent by davidfromwi November 2021Investing (Windows)
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  Why doesn't ONE STEP UPDATE SUMMARY (OSU) show a list of invalid stocks?

  Closed KlisterKid 200 views 14 comments 0 points Most recent by KlisterKid November 2021Investing (Windows)
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  Investment Allocation by Account.

  Answered ✓ Closed wehling83 33 views 1 comment 0 points Most recent by Frankx November 2021Investing (Windows)
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  Quicken Portfolio Not Matching Brokerage Statement

  Answered gksmith5 2K views 39 comments 0 points Most recent by Chris_QPW November 2021Investing (Windows)
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  Holdings Report - Sorting Customization Options

  Closed Dan13 65 views 5 comments 0 points Most recent by q_lurker October 2021Reports (Windows)
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  Investing Lot Report

  Answered Nancy Keith 699 views 5 comments 0 points Most recent by q_lurker October 2021Investing (Windows)
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  Why are cash balances and security balances listed incorrectly in investment Account Overview?

  Answered ✓ dana.goldman 775 views 11 comments 0 points Most recent by Jim_Harman October 2021Investing (Windows)
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  Cost Basis Issue after selling all shares

  Answered ✓ Paul in Gainesville 287 views 5 comments 1 point Most recent by DRMick September 2021Investing (Windows)
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  Q Mac 6.3.2 Changed Asset Classes of securities!!

  Closed rdrich 171 views 12 comments 0 points Most recent by Herb A September 2021Investing (Mac)