Investment Reports

Discussion List

• 
  Portfolio Value Report shows securities not in Brokerage Statement [edited]

  Answered gksmith5 108 views 11 comments 0 points Most recent by gksmith5 May 2021Investing (Windows)
• 
  Quicken not downloading any stock prices - "Sorry can't download anything right now"

  Answered ✓ FBoro 154 views 1 comment 0 points Most recent by Sherlock April 2021Investing (Windows)
• 
  Investment account has two linked cash accounts

  Paulo 215 views 7 comments 0 points Most recent by q_lurker April 2021Investing (Windows)
• 
  How do you add existing screenshots to a post?

  Answered ✓ JMSOUNDER 61 views 2 comments 0 points Most recent by Rocket J Squirrel April 2021Investing (Windows)
• 
  Miscellaneous Expense with Security & Include Unrealized Gains in Current Budget Report problem

  Closed kla4503 154 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 124 views 9 comments 0 points Most recent by crc42850 April 2021Reports (Windows)
• 
  Brokerage account not showing under portfolio

  Answered ✓ tosalet 73 views 3 comments 0 points Most recent by gooddog50 April 2021Investing (Windows)
• 
  Purchased Security Not Showing in Portfolio

  Answered ✓ billr 832 views 2 comments 0 points Most recent by billr April 2021Investing (Windows)
• 
  Repeat ... Portfolio has "other" already posted question

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

  Answered ✓ FrustratedinCanada 111 views 3 comments 0 points Most recent by q_lurker April 2021Investing (Windows)
• 
  Account Totals on Investment Transaction Reports Not Correct (Report Bug)

  Answered Closed [Deleted User] 72 views 5 comments 0 points Most recent by FrustratedinCanada April 2021Investing (Windows)
• 
  Investment report does not display the AMOUNT but accounted for in "Overall Total"

  Answered Closed nima 141 views 6 comments 0 points Most recent by [Deleted User] April 2021Reports (Windows)
• 
  Can't print a report

  Answered Closed william corker 228 views 5 comments 0 points Most recent by UKR April 2021Reports (Windows)
• 
  Investment Holdings report switches Shares and Price data

  Answered MichaelRN 41 views 1 comment 0 points Most recent by q_lurker April 2021Investing (Windows)
• 
  How to generate a capital gains report for Mac users

  jerryh 983 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 1.2K views 15 comments 0 points Most recent by Quicken Francisco March 2021Investing (Windows)
• 
  Stale pricing report?

  Answered Closed ccondrich 31 views 4 comments 0 points Most recent by ccondrich March 2021Reports (Windows)
• 
  Are there any ESPP reports?

  Answered ✓ Closed SirBruce 187 views 7 comments 0 points Most recent by SirBruce March 2021Reports (Windows)
• 
  Capital Gains report not including reinvestments

  Answered Closed Lee Cannon 52 views 2 comments 0 points Most recent by Jim_Harman March 2021Reports (Windows)