Investment Reports

Discussion List

• 
  How do you add existing screenshots to a post?

  Answered ✓ JMSOUNDER 66 views 2 comments 0 points Most recent by Rocket J Squirrel April 2021Investing (Windows)
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  Miscellaneous Expense with Security & Include Unrealized Gains in Current Budget Report problem

  Closed kla4503 149 views 5 comments 0 points Most recent by Quicken Anja April 2021Reports (Windows)
• 
  In my portofolio report is a position called "other"

  Answered ✓ Closed crc42850 122 views 9 comments 0 points Most recent by crc42850 April 2021Reports (Windows)
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  Brokerage account not showing under portfolio

  Answered ✓ tosalet 75 views 3 comments 0 points Most recent by gooddog50 April 2021Investing (Windows)
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  Purchased Security Not Showing in Portfolio

  Answered ✓ billr 834 views 2 comments 0 points Most recent by billr April 2021Investing (Windows)
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  Repeat ... Portfolio has "other" already posted question

  Answered Closed crc42850 12 views 2 comments 0 points Most recent by Quicken Anja April 2021Reports (Windows)
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  How does one increase the cost of securities when there are no additional shares/units issued.

  Answered ✓ FrustratedinCanada 116 views 3 comments 0 points Most recent by q_lurker April 2021Investing (Windows)
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  Account Totals on Investment Transaction Reports Not Correct (Report Bug)

  Answered Closed [Deleted User] 76 views 5 comments 0 points Most recent by FrustratedinCanada April 2021Investing (Windows)
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  Investment report does not display the AMOUNT but accounted for in "Overall Total"

  Answered Closed nima 131 views 6 comments 0 points Most recent by [Deleted User] April 2021Reports (Windows)
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  Can't print a report

  Answered Closed william corker 209 views 5 comments 0 points Most recent by UKR April 2021Reports (Windows)
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  Investment Holdings report switches Shares and Price data

  Answered MichaelRN 45 views 1 comment 0 points Most recent by q_lurker April 2021Investing (Windows)
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  How to generate a capital gains report for Mac users

  jerryh 985 views 0 comments 5 points Most recent by jerryh April 2021FAQ'S (Mac)
• 
  doesn't download cost basis from Schwab, how to manually enter cost basis?

  Answered Closed Budholm 1.1K views 15 comments 0 points Most recent by Quicken Francisco March 2021Investing (Windows)
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  Stale pricing report?

  Answered Closed ccondrich 30 views 4 comments 0 points Most recent by ccondrich March 2021Reports (Windows)
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  Are there any ESPP reports?

  Answered ✓ Closed SirBruce 189 views 7 comments 0 points Most recent by SirBruce March 2021Reports (Windows)
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  Capital Gains report not including reinvestments

  Answered Closed Lee Cannon 56 views 2 comments 0 points Most recent by Jim_Harman March 2021Reports (Windows)
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  Entry/Transation in report that is not in register, anywhere

  Answered Marc ET 13 views 3 comments 0 points Most recent by Tom Young March 2021Registers & Transactions (Windows)
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  No convenient way to track company Stock Plan in 2021?

  Answered matthew.nyc 1.2K views 4 comments 3 points Most recent by David Schratwieser March 2021Investing (Windows)
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  Portfolio missing Total for Price Day Change (%)

  Answered ✓ tgrantdavis 55 views 5 comments 0 points Most recent by tgrantdavis March 2021Investing (Windows)
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  investment tracking 2007 vs 2017 mac

  Answered Closed allenvt 83 views 3 comments 0 points Most recent by dboltson March 2021Investing (Mac)
• 
  Export to Excel crashes Quicken if security symbol looks like a scientific number

  Closed Kevin Strong 34 views 4 comments 1 point Most recent by Quicken_Tyka February 2021Errors and Troubleshooting (Windows)