Investment Reports

Category report

Answered rockmskm 44 views 7 comments 0 points Most recent by UKR May 14Reports (Windows)

Sold SCHG ETF after 4 for 1 stock split and Realized Gain/Loss report showing multiple losses

Answered Robhawaii 26 views 2 comments 0 points Most recent by Robhawaii April 29Investing (Mac)

1

Allow Symbol to be added in View/Columns in Tax Reports

Reviewed KenC 8 views 0 comments 1 point Started by KenC April 25 Product Enhancements

Issues with Portfolio Rebalancing with custom asset classes

Closed Arctic Hare 18 views 1 comment 0 points Most recent by Quicken Kristina April 14All Things Canadian (Windows)

Seeing Closed Discussions but Never like a Fix when there is a Bug??

Closed BRETTB 51 views 3 comments 0 points Most recent by Jim_Harman April 13Reports (Windows)

Crypto price updates stopped working, plus development ideas for crypto price, tax, chart services

Closed Quicknator 34 views 0 comments 0 points Started by Quicknator April 11 Investing (Windows)

A bug on transaction exchange rate of lots when transferring shares between investment accounts?

Closed questionsforever 64 views 6 comments 0 points Most recent by questionsforever April 8All Things Canadian (Windows)

9

New Investment Columns

Reviewed Steve29 91 views 2 comments 9 points Most recent by jacobs April 5Investments

Return of Capital transactions missing from Reports

Closed cjim 32 views 2 comments 0 points Most recent by cjim March 19Investing (Windows)

Investing -> Portfolio -> Asset Allocation Report

Answered Closed jeff.schmitz 43 views 3 comments 0 points Most recent by Jim_Harman March 8Investing (Windows)

Issues with Portfolio Rebalancing with custom asset classes

Answered Closed Arctic Hare 49 views 4 comments 0 points Most recent by Quicken Kristina March 7All Things Canadian (Windows)

1

Investment Market Value Change Report

Reviewed isonclubikin 26 views 2 comments 1 point Most recent by isonclubikin March 5Reports

Bug Report: Incorrect Account Balances in "Account Balances Report" for Investments

Closed bobandsherry82 470 views 28 comments 0 points Most recent by leishirsute February 26Reports (Windows)

Quicken Classic Premier R61.17: Investment Performance Report Error

Closed aks948a21 277 views 8 comments 0 points Most recent by aks948a21 February 24Errors and Troubleshooting (Windows)

Bond Report (Maturity or list) using Quicken for Mac

Closed suricatodanlaf 33 views 1 comment 0 points Most recent by jacobs February 21Reports (Mac)

2024 Estimated Tax Payments and Quicken's Tax Summary/Schedule Report For 2024 - Ongoing Issue

Closed carlj07 348 views 13 comments 2 points Most recent by markus1957 February 17Reports (Windows)

Investment Reports

Closed DPW-CT 146 views 7 comments 0 points Most recent by Wyodad February 16Investing (Mac)

Investment transaction report does not show $amount of CONTRIBX transactions

Closed John McCoy 31 views 1 comment 0 points Most recent by Quicken Kristina February 15Reports (Windows)

Income by Security Report is incorrect????

Answered Closed JSJones 34 views 3 comments 0 points Most recent by Jim_Harman February 10Errors and Troubleshooting (Windows)

Investment Performance Report Overall Total Erroneous Calculations

Closed CaveCreek 147 views 5 comments 0 points Most recent by q_lurker February 7Reports (Windows)

Issues with Portfolio Rebalancing with custom asset classes

Closed Arctic Hare 111 views 9 comments 0 points Most recent by Chris_QPW February 6Investing (Windows)

Errors in Investment Performance Report

Closed q_lurker 105 views 5 comments 0 points Most recent by Quicken Jasmine February 5Reports (Windows)

Cash balance on investment portfolio doesn't match register

Closed David15 110 views 8 comments 0 points Most recent by q_lurker January 30Investing (Windows)

Please Fix - Investment Report Issues (calcs off - BUG)

Closed BRETTB 199 views 12 comments 1 point Most recent by BRETTB January 29Reports (Windows)

Investing Activity Report does not agree with drill down popup reports (Bug Issue)

Closed BRETTB 41 views 2 comments 0 points Most recent by BRETTB January 19Reports (Windows)

What is best Report for Analyzing Performance on Covered Calls?

Closed BRETTB 58 views 3 comments 0 points Most recent by BRETTB January 16Investing (Windows)

Budget report fails to recognize linked checking account

Closed Paul Smith2 72 views 3 comments 0 points Most recent by Paul Smith2 January 12Reports (Windows)

Is there a way to exlude specific securities from a Net Worth report?

Answered Closed barryi 56 views 4 comments 0 points Most recent by barryi January 12Reports (Mac)

Merged: Reports on securities: maturity dates, call dates, S&P ratings, coupons, YTM, bond type…

Closed Garry@ 38 views 0 comments 1 point Most recent by TCL Peter Rabbit January 11Reports

Investment Reports

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