Investment Reports

Discussion List

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  Quicken is picking up wrong GS account

  Dean Sorenson 46 views 2 comments 0 points Most recent by Quicken Anja April 25Download, Add/Update Accounts (Windows)
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  On Investment Register Activity Report - Add Margin Interest to Report

  New BRETTB 9 views 0 comments 1 point Started by BRETTB April 23 Ideas for Windows Classic
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  Allow Symbol to be added in View/Columns in Tax Reports

  Reviewed KenC 15 views 2 comments 2 points Most recent by jacobs April 20Product Enhancements
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  Improvements to Portfolio X-Ray

  Reviewed datajunkie 18 views 0 comments 1 point Started by datajunkie April 20 Investments
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  Track Qualified Dividends

  Reviewed Ted Durant 39 views 2 comments 1 point Most recent by Chris_QPW April 19Product Enhancements
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  Need Improvements and Contingency For Options and downloads because of ISSUES.

  Reviewed BRETTB 27 views 0 comments 1 point Started by BRETTB April 18 Ideas for Windows Classic
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  Feature Request: Show Actual Return in investment performance reports

  Reviewed AllanM 193 views 11 comments 7 points Most recent by AllanM April 15Reports
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  Graphs Should Allow for non-Zero Y-axis

  Reviewed John Larsen 497 views 16 comments 32 points Most recent by rhoadester99 April 14Reports
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  Capital Gains Report: Show Only Non-Zero Capital Gains

  Reviewed isonclubikin 56 views 3 comments 3 points Most recent by Quicken Kristina April 13Reports
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  Add Unit Gross Price and Unit Cost to the Capital Gains Report

  System 24 views 4 comments 0 points Most recent by jacobs April 11Investing (Windows)
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  Please add the columns Unit Cost and Unit Gross Price to Capital Gains reports

  Reviewed J_Rapp 48 views 5 comments 1 point Most recent by J_Rapp April 11Investments
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  Dividend Income in Portfolio View - QMac

  dusty58 . 24 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 23 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 54 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 78 views 4 comments 0 points Most recent by Quicken Carlos March 31Investing (Windows)
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  IRR Calculation Error

  Langston Holland 131 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

  Closed mjaccetta 147 views 9 comments 0 points Most recent by NotACPA March 26Reports (Windows)
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  Add Security Symbols to Investment Performance Reports

  Reviewed Fjw1015 16 views 0 comments 2 points Started by Fjw1015 March 21 Reports
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  Being able to create new categories for Stocks

  Reviewed LOJM_AdminJim 15 views 1 comment 1 point Most recent by UKR March 19Reports
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  Add an Interval button to the Portfolio Value report for Mac [Edited]

  Reviewed Paul19 15 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 42 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 23 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 22 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 71 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 36 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 77 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 22 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 24 views 1 comment 0 points Most recent by Jim_Harman January 16Investing (Windows)