Investment Reports

Discussion List

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  Cost Basis Issue after selling all shares

  Answered ✓ Paul in Gainesville 282 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 172 views 12 comments 0 points Most recent by Herb A September 2021Investing (Mac)
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  Security market value graphs don't work earlier than 5/16/1999

  Closed desplin 31 views 3 comments 0 points Most recent by desplin September 2021Reports (Windows)
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  net worth vs balance sheet report investment balance different

  Answered Closed mattmcmatt 174 views 18 comments 0 points Most recent by mattmcmatt August 2021Reports (Windows)
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  Is there way to change chart axis min/max values?

  Answered Closed RichardPOuellette 11 views 1 comment 0 points Most recent by Sherlock August 2021Reports (Windows)
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  Zeroing out a security and getting a residual negative basis

  Answered ✓ epurman 374 views 6 comments 0 points Most recent by Jay109 August 2021Investing (Windows)
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  How can I get a report showing performance by asset class for mutual funds?

  Answered Closed Bedford 23 views 2 comments 0 points Most recent by q_lurker August 2021Reports (Windows)
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  Reporting for 401k Cash Source

  Answered ✓ Closed dlessmann 172 views 1 comment 0 points Most recent by Sherlock August 2021Budgeting and Planning Tools (Windows)
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  How to create a report, export (Excel & PDF), save & repeat later

  Answered Closed jarhtmd 811 views 25 comments 1 point Most recent by jarhtmd August 2021Reports (Windows)
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  Merged: XLN is an adjustment but why does it appear randomly when I enter equity transactions?

  KlisterKid 11 views 0 comments 0 points Most recent by KlisterKid August 2021Investing (Windows)
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  Rebalance with Custom Asset Classes

  Answered ✓ John Hawe 62 views 1 comment 1 point Most recent by Chris_QPW August 2021Investing (Windows)
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  Merged: I have repeatedly been seeing a warning message on the data log re: fix damaged category

  KlisterKid 11 views 0 comments 0 points Most recent by KlisterKid July 2021Errors and Troubleshooting (Windows)
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  Pie Chart Report Features

  Answered Closed 60beats 62 views 2 comments 0 points Most recent by 60beats July 2021Reports (Windows)
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  Cash as an asset class

  Answered RAli 65 views 4 comments 0 points Most recent by Jim_Harman July 2021Investing (Windows)
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  Gain/Loss 1-Month: maybe a bug?

  Closed QWThomas 54 views 5 comments 0 points Most recent by QWThomas July 2021Investing (Windows)
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  Looking for a way to get an investment report summarized by account

  Answered ✓ Closed Paresh Buch 31 views 5 comments 0 points Most recent by bmciance June 2021Reports (Windows)
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  Investment Reports (Q Mac)

  Answered Closed martianewell 811 views 6 comments 2 points Most recent by jacobs June 2021Investing (Mac)
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  The only sub-category under investments that will show up is ESPP Income.

  Answered Closed jgill96 12 views 1 comment 0 points Most recent by jacobs June 2021Errors and Troubleshooting (Mac)
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  Report Rounding Error

  Answered Closed JerryD 83 views 3 comments 0 points Most recent by NotACPA June 2021Reports (Windows)
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  Net Worth by Year Report Bug

  Answered Closed M Campbell Crockett 132 views 11 comments 0 points Most recent by M Campbell Crockett May 2021Reports (Mac)