Investment Reports

Discussion List

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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 54 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 81 views 3 comments 0 points Most recent by dboltson March 2021Investing (Mac)
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  Export to Excel crashes Quicken if security symbol looks like a scientific number

  Closed Kevin Strong 32 views 4 comments 1 point Most recent by Quicken_Tyka February 2021Errors and Troubleshooting (Windows)
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  Stock Option Balances

  Answered Orion13 112 views 5 comments 0 points Most recent by Orion13 February 2021Investing (Windows)
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  How to include A Quicken account transfer in a Quicken Report ‘Income’ grouping?

  Closed DJW 63 views 1 comment 0 points Most recent by Tom Young February 2021Reports (Windows)
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  How to use Capital Gains Estimator to find investment lots with maximum capital gains

  Closed desplin 62 views 4 comments 0 points Most recent by desplin February 2021Budgeting and Planning Tools (Windows)
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  Budget Report Doesn't Add Up Correctly When Unrealized Gains Are Selected, Why?

  Closed ckalinich 263 views 8 comments 0 points Most recent by kla4503 February 2021Reports (Windows)
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  Why won't Quicken accept my Schwab passwords?

  Answered ✓ Closed THMEsq 171 views 2 comments 1 point Most recent by THMEsq January 2021Download, Add/Update Accounts (Windows)
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  What’s the best way to handle preferred stock shares, as a stock or as a bond?

  Answered Closed EdwardAS 272 views 4 comments 0 points Most recent by miklk January 2021Investing (Mac)
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  How to update and correct Vanguard migration from Mutual Funds to Brokerage Account

  Answered Closed Grandma B 411 views 4 comments 0 points Most recent by Grandma B January 2021Investing (Windows)
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  why is there constant problems downloading data from AIG investments?

  Answered Closed bobbynolan 41 views 1 comment 0 points Most recent by Boatnmaniac January 2021Download, Add/Update Accounts (Windows)
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  One of my investments will not show up in the investing report regardless of what I do.

  Answered ✓ Mugwump 53 views 6 comments 0 points Most recent by Mugwump January 2021Investing (Windows)
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  Can I export search results in Excel compatible format (like exporting a report)?

  Answered ✓ Closed jarhtmd 311 views 4 comments 0 points Most recent by jarhtmd January 2021Reports (Windows)
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  Best practice for entering partial mutual fund share class conversion

  Answered ✓ DJE1 326 views 9 comments 0 points Most recent by Sherlock January 2021Investing (Windows)
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  I was looking at my Quicken investing portfolio and I see Chimera Invt corp (CIM) stock total loss i

  Answered timman 12 views 4 comments 0 points Most recent by Sherlock January 2021Investing (Windows)
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  401(k) - Incorrect Market Value Being Shown

  Answered Closed bchbumnj 113 views 1 comment 0 points Most recent by John_in_NC January 2021Investing (Mac)
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  IRA & IRA cash account don't balance

  Answered Doug-1215 33 views 1 comment 0 points Most recent by Quicken Francisco January 2021Investing (Windows)
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  Regarding Viatris spinoff from Pfizer

  Answered ✓ Closed Fred Glock 1.7K views 4 comments 0 points Most recent by Fred Glock January 2021Download, Add/Update Accounts (Windows)
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  Missing "Taxable IRA Withdrawal" Category

  Answered ✓ Closed jz 102 views 2 comments 0 points Most recent by jz January 2021Errors and Troubleshooting (Mac)
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  I have a printing report question. Transactions in investment accounts under "CvrShrt" will show up

  Answered TomPopp 113 views 14 comments 0 points Most recent by Quicken_Tyka January 2021Investing (Windows)
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  IRA Distribution Federal tax Withholding

  QWMax 391 views 2 comments 0 points Most recent by QWMax January 2021Investing (Windows)
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  Any way to fix how morningstar x-ray identifies my muni bonds in premier?

  Answered Larry Woodbridge 111 views 4 comments 0 points Most recent by Larry Woodbridge January 2021Investing (Windows)
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  Portfolio Value report contains security balance error

  Answered ✓ Closed PeterG 161 views 5 comments 0 points Most recent by q_lurker January 2021Reports (Windows)
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  Investment Report not showing dividends

  Answered ✓ kashg 445 views 6 comments 0 points Most recent by kashg December 2020Investing (Windows)
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  How do I split my datafile into two files?

  Answered raymorr2 412 views 9 comments 0 points Most recent by splasher December 2020Registers & Transactions (Windows)
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  How to Quickly see an investment Security Value for a given transaction date.

  jarhtmd 61 views 2 comments 0 points Most recent by jarhtmd December 2020Investing (Windows)