Investment Reports

Discussion List

• 
  Displaying "Date Acquisiton" date in transaction ledger -- preferrably exportable

  Closed DI.Vanilla 121 views 4 comments 0 points Most recent by DI.Vanilla June 2020Investing (Mac)
• 
  Why is the cost basis wrong?

  Answered ✓ Closed johnlebas 1.1K views 10 comments 0 points Most recent by q_lurker June 2020Investing (Windows)
• 
  Is there a way to set up a report to flag for potential wash sales across multiple trade accounts?

  Closed R-Mac 342 views 4 comments 0 points Most recent by Jim_Harman June 2020Investing (Windows)
• 
  Why is an investment report balance different from the register balance?

  Answered ✓ Closed nmerwitzererwitzer 11 views 1 comment 0 points Most recent by Sherlock June 2020Reports (Windows)
• 
  Why is Quicken not updating my investment accounts?

  Answered ✓ Closed Robin Whyte 572 views 2 comments 0 points Most recent by Chris_QPW June 2020Download, Add/Update Accounts (Mac)
• 
  Unrealized gains on closed investment account

  Closed dc600 101 views 4 comments 0 points Most recent by dc600 June 2020Errors and Troubleshooting (Windows)
• 
  Mac Transaction Report problem with Reinvest Dividend transaction types

  Answered ✓ Closed Ploooplooo 81 views 4 comments 0 points Most recent by Ploooplooo May 2020Investing (Mac)
• 
  How to record AbbVie (ABBV) merger with Allergan (AGN)?

  Answered Closed M C Crockett 1.8K views 2 comments 0 points Most recent by BB3 May 2020Investing (Mac)
• 
  Quicken 2017 Deluxe to 2020 Quicken Starter R26.21

  Closed nrocco 61 views 7 comments 0 points Most recent by Tursiops May 2020Installing and Updating (Windows)
• 
  how do i enter unrealized gains and losses in my investments?

  LisaD789 1.2K views 2 comments 0 points Most recent by NotACPA May 2020Investing (Windows)
• 
  Return 3 Yr, YTD, 1 Yr are blank in newly upgraded Deluxe subscription.

  Closed Remo 42 views 6 comments 0 points Most recent by Jim_Harman May 2020Investing (Windows)
• 
  Problem with the Home Page Investment Summary after Updating

  Answered ✓ Closed Hassayampa Slim 31 views 3 comments 0 points Most recent by Hassayampa Slim April 2020Errors and Troubleshooting (Windows)
• 
  Line Chart on Portfolio Value

  Answered ✓ Closed MPG 433 views 3 comments 0 points Most recent by MPG April 2020Reports (Windows)
• 
  Individual Stock Dividends and IRR

  Answered Closed glennmacc 244 views 2 comments 0 points Most recent by glennmacc April 2020Investing (Mac)
• 
  Where is my investment portfolio on the web?

  Answered ✓ Closed harry askenazi 202 views 3 comments 0 points Most recent by harry askenazi April 2020Investing (Windows)
• 
  Correcting Share imbalance when transfer between firms

  Answered ✓ Closed occativ43 31 views 2 comments 0 points Most recent by occativ43 April 2020Investing (Mac)
• 
  Is there a way to change the date on multiple investment transactions at one time?

  Answered ✓ Closed jmpinternet 177 views 1 comment 0 points Most recent by Boatnmaniac April 2020Investing (Windows)
• 
  Many missing tax categories, 1040 schedule 1, 2, 3?

  Closed bbethke 134 views 15 comments 1 point Most recent by bbethke April 2020Reports (Windows)
• 
  Bank of Montreal Investorline

  Answered Closed magnus2 475 views 2 comments 0 points Most recent by magnus2 April 2020All Things Canadian (Mac)
• 
  How do I determine % allocation of a security to the whole portfolio?

  Answered ✓ Closed Adele Dreyer 183 views 5 comments 0 points Most recent by jacobs April 2020Investing (Mac)
• 
  Portfolio view Income column

  Closed Jeff195 61 views 2 comments 0 points Most recent by Jeff195 April 2020Investing (Windows)
• 
  Linking Nationwide account

  Closed rob_s 894 views 2 comments 0 points Most recent by thenizens March 2020New to Quicken/Getting Started (Windows)
• 
  Merged: Does Quicken ever fix known issues like X-Ray?

  PCWrightTX 11 views 0 comments -1 point Most recent by PCWrightTX March 2020New to Quicken/Getting Started (Windows)
• 
  Individual reports for a selected mutual .

  Answered Closed gboock 11 views 1 comment 0 points Most recent by Sherlock March 2020Reports (Windows)
• 
  Year End Balance Problem / Question

  Answered ✓ Closed bwalker56 21 views 2 comments 0 points Most recent by bwalker56 March 2020Errors and Troubleshooting (Windows)