Investment Reports

Discussion List

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  How to Quickly see an investment Security Value for a given transaction date.

  jarhtmd 62 views 2 comments 0 points Most recent by jarhtmd December 2020Investing (Windows)
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  Posting taxable vs non-taxable dividends

  Answered ✓ larryh4043 453 views 2 comments 0 points Most recent by q_lurker December 2020Investing (Windows)
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  Portfolio Value Report -- graph doesn't match report

  Answered Closed desplin 113 views 5 comments 0 points Most recent by desplin December 2020Reports (Windows)
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  How do you show the account information on investment reports?

  Answered Closed jhoffman68 52 views 5 comments 0 points Most recent by jhoffman68 December 2020Reports (Windows)
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  Investment Interest Expense

  Answered RAli 403 views 15 comments 0 points Most recent by Rocket J Squirrel December 2020Investing (Windows)
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  Problem with identification of lots and capital gains

  Answered Hilltop83 53 views 4 comments 0 points Most recent by blueman December 2020Investing (Windows)
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  Importing QXF (Mac --> Win) omits investments and many transactions

  Answered Closed ukari 121 views 7 comments 1 point Most recent by unknown December 2020File Conversion and Backup (Windows)
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  Display "current" balance for Brokerage Account

  Answered ✓ Closed Seth Holmes 132 views 3 comments 0 points Most recent by Seth Holmes November 2020Investing (Mac)
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  Updated to R30.9 27.1.30.9 now Fidelity Register View missing & Data Corruption on One Step Update

  Answered ✓ Closed EDacho 73 views 1 comment 1 point Most recent by Quicken Sarah November 2020Installing and Updating (Windows)
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  use a security as asset allocation benchmark?

  Answered gbeven 42 views 1 comment 0 points Most recent by Jim_Harman November 2020Investing (Windows)
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  Merged: One step update for my Investing accounts stopped working

  Donna Baker 11 views 0 comments 0 points Most recent by Donna Baker November 2020Investing (Windows)
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  Merged: Some of my stocks are not updating

  Closed sblagoj 11 views 0 comments 0 points Most recent by sblagoj November 2020Errors and Troubleshooting (Mac)
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  How to best track a real estate portfolio as a limited partner

  Answered ✓ Closed harry askenazi 622 views 3 comments 0 points Most recent by Tom Young October 2020Business and Rental Property Tools (Windows)
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  Reinvest Dividends: transaction vs report

  Closed Naruroa 311 views 2 comments 0 points Most recent by Naruroa September 2020Investing (Mac)
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  Merged: OL-293-A Error from Vanguard

  Howell 11 views 0 comments 0 points Most recent by Howell September 2020Errors and Troubleshooting (Windows)
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  Quotes downloading but reporting doesn't show day change in value

  Answered Peacefield 21 views 2 comments 0 points Most recent by Peacefield September 2020Investing (Windows)
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  Any way to get security balance trend report?

  Answered ✓ Closed Jimb 81 views 4 comments 0 points Most recent by Jimb August 2020Reports (Windows)
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  Gain/Loss 1-Month number and percent is wrong?

  Answered ✓ Closed Jim L 21 views 1 comment 0 points Most recent by Jim L August 2020Investing (Windows)
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  Merged: Change in Security Data Update Frequency [EDIT] it's the download quotes issue

  MSStateDawg 31 views 0 comments 1 point Most recent by MSStateDawg August 2020Errors and Troubleshooting (Windows)
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  Removing unnecessary prior year investment transactions

  Answered ✓ Closed bob_s 325 views 8 comments 0 points Most recent by splasher August 2020Registers & Transactions (Windows)
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  Close Investment Account and Past Transactions Disappear from Reports (Q Mac)

  Closed hosta72 263 views 7 comments 1 point Most recent by Rick2022 August 2020Investing (Mac)
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  How do I remove an old account from Investing Performance Average Annual Return graph?

  Closed bwest1 164 views 4 comments 0 points Most recent by Jim_Harman July 2020Investing (Windows)