Investment Reports

Discussion List

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  How to monitor and display a bond's "Yield to Maturity"

  Answered gkading 222 views 5 comments 0 points Most recent by gkading May 2021Investing (Windows)
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  Quicken Windows to Mac: what's missing/different for tracking and recording investments etc

  Answered ✓ Closed Alan Etienne 373 views 9 comments 0 points Most recent by jacobs May 2021New to Quicken/Getting Started (Mac)
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  Portfolio Value Report shows securities not in Brokerage Statement [edited]

  Answered gksmith5 112 views 11 comments 0 points Most recent by gksmith5 May 2021Investing (Windows)
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  Quicken not downloading any stock prices - "Sorry can't download anything right now"

  Answered ✓ FBoro 159 views 1 comment 0 points Most recent by Sherlock April 2021Investing (Windows)
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  Investment account has two linked cash accounts

  Paulo 211 views 7 comments 0 points Most recent by q_lurker April 2021Investing (Windows)
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  How do you add existing screenshots to a post?

  Answered ✓ JMSOUNDER 65 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 151 views 5 comments 0 points Most recent by Quicken Anja April 2021Reports (Windows)
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  In my portofolio report is a position called "other"

  Answered ✓ Closed crc42850 121 views 9 comments 0 points Most recent by crc42850 April 2021Reports (Windows)
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  Brokerage account not showing under portfolio

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

  Answered ✓ billr 837 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 114 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] 71 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 149 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 231 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 42 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 1K views 0 comments 5 points Most recent by jerryh April 2021FAQ'S (Mac)
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  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)