Investment Reports

Discussion List

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  Investment reporting filter by security

  Reviewed bfs 37 views 4 comments 6 points Most recent by BRETTB 4:37AMInvestments
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  Dividend Income in Portfolio View - QMac

  dusty58 . 17 views 1 comment 0 points Most recent by jacobs April 9Investing (Mac)
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  Export investment lots held in multiple accounts

  Reviewed datajunkie 18 views 0 comments 2 points Started by datajunkie April 6 Ideas for Windows Classic
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  Investment account daily cash balance

  Answered Closed jtgostars 53 views 5 comments 0 points Most recent by Quicken Anja April 2Investing (Windows)
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  YTD Return on Portfolio Performance View of Investments is Incorrect

  pgavon 75 views 4 comments 0 points Most recent by Quicken Carlos March 31Investing (Windows)
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  IRR Calculation Error

  Langston Holland 125 views 7 comments 0 points Most recent by Langston Holland March 30Investing (Windows)
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  Quicken reports sum the original rather than rounded numbers

  mjaccetta 141 views 9 comments 0 points Most recent by NotACPA March 26Reports (Windows)
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  Please add the columns Unit Cost and Unit Gross Price to Capital Gains reports

  Reviewed J_Rapp 41 views 3 comments 1 point Most recent by NotACPA March 26Investments
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  Add Unit Gross Price and Unit Cost to the Capital Gains Report

  System 1 view 2 comments 0 points Most recent by jacobs March 25Investing (Windows)
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  Add an Interval button to the Portfolio Value report for Mac [Edited]

  Reviewed Paul19 11 views 0 comments 2 points Started by Paul19 March 16 Reports
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  Investing Portfolio Value share count does not match Holdings

  Closed JRJR 41 views 3 comments 0 points Most recent by Quicken Kristina March 10Investing (Windows)
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  Tax categories for investment transactions are not editable - why?

  Closed jmattioni 21 views 4 comments 0 points Most recent by Jim_Harman March 10Investing (Windows)
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  Investment Performance Report Improvement: add last 5, 10, & 15 year options [Edited]

  Jeffspain 33 views 2 comments 1 point Most recent by Jeffspain February 27Investments
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  Income by Security report only gives a summary total.

  Closed david.wybo@gmail.com 21 views 1 comment 0 points Most recent by Quicken Laura February 23Errors and Troubleshooting (Windows)
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  Reporting on Return of Capital Transactions

  Answered Closed cjim 65 views 7 comments 0 points Most recent by cjim February 20Investing (Windows)
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  Include Total # of Shares on Security Report(s)

  Reviewed asher 33 views 2 comments 1 point Most recent by NotACPA February 9Reports
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  Unable to get a breakdown by account of Cash in various Investment accounts

  Answered ✓ Closed Tealeaf3 71 views 5 comments 0 points Most recent by Jim_Harman February 8All Things Canadian (Windows)
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  Wrong balance in Fidelity 401k investment account in net worth or account balances reports.

  Closed User121 21 views 2 comments 0 points Most recent by Quicken Anja January 17Reports (Windows)
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  Is there a way of quickly finding out which stock is in which account and how many

  Answered Closed pravchaw 21 views 1 comment 0 points Most recent by Jim_Harman January 16Investing (Windows)
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  Taxable and Sheltered Dividends Inaccurate in Reports

  Answered ✓ Closed neloe 41 views 6 comments 0 points Most recent by neloe January 9Errors and Troubleshooting (Mac)
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  Graphs Should Allow for non-Zero Y-axis

  Reviewed John Larsen 483 views 15 comments 31 points Most recent by Jim_Harman January 4Reports
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  Investment Report Improvements: Asset Performance Report & Asset Year Performance Report [Edited]

  Reviewed Renzo Bianchi 22 views 0 comments 1 point Started by Renzo Bianchi January 4 Investments
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  Income by Security Report

  Reviewed GTmem 41 views 6 comments 1 point Most recent by NotACPA December 2025Product Enhancements
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  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 53 views 4 comments 7 points Most recent by EDacho December 2025Investments
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  Add totals to the Investment performance report

  Reviewed Bob_L 12 views 1 comment 4 points Most recent by q_lurker December 2025Investments
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  How is investment return calculated?

  Answered Closed sneff30 91 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Investing - Portfolio Value by Security by [Time Interval]

  Reviewed bkinva 12 views 0 comments 2 points Most recent by bkinva November 2025Reports
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  investment Reports are really basic and inadequate in Quicken Mac

  Reviewed Yield Chaser 113 views 6 comments 18 points Most recent by jbirdy November 2025Investments
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  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 233 views 7 comments 4 points Most recent by emhamiltn October 2025Investments
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  Portfolio Value Error (persists for over 2 years!)

  Closed arlingpj 181 views 12 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)