Investment Reports

Discussion List

• 
  35

  Up
  Graphs Should Allow for non-Zero Y-axis

  Reviewed John Larsen 528 views 17 comments 35 points Most recent by Quicken Anja May 20Reports
• 
  3

  Up
  Add Ability to Remove Cash From Portfolio Value and Cost Basis Graphs

  Reviewed Ken From Evans GA 18 views 0 comments 3 points Started by Ken From Evans GA May 17 Investments
• 
  6

  Up
  Make Report Exports to Excel Pivot Table ready

  Reviewed gkading 65 views 4 comments 6 points Most recent by Boatnmaniac May 16Ideas for Windows Classic
• 
  4

  Up
  Portfolio Value & Cost Basis Report not able to subtotal in QB newest release.

  New gkading 19 views 0 comments 4 points Started by gkading May 14 Product Enhancements
• 
  Did something change on the Portfolio Value & Cost Basis Report?

  Answered gkading 49 views 5 comments 0 points Most recent by q_lurker May 13Investing (Windows)
• 
  Quicken is picking up wrong Goldman Sachs account

  Closed Dean Sorenson 58 views 4 comments 0 points Most recent by Quicken Anja May 9Download, Add/Update Accounts (Windows)
• 
  Portfolio Data Access

  richradi 35 views 1 comment 0 points Most recent by Jim_Harman May 8Investing (Windows)
• 
  Sorting an Investment Transaction Report

  acs2 58 views 5 comments 0 points Most recent by q_lurker May 4Errors and Troubleshooting (Windows)
• 
  1

  Up
  Improvements to Portfolio X-Ray

  Reviewed datajunkie 51 views 2 comments 1 point Most recent by Jim_Harman April 30Investments
• 
  23

  Up
  investment Reports are really basic and inadequate in Quicken Mac

  Reviewed Yield Chaser 139 views 8 comments 23 points Most recent by jacobs April 29Investments
• 
  1

  Up
  On Investment Register Activity Report - Add Margin Interest to Report

  New BRETTB 2 views 0 comments 1 point Started by BRETTB April 23 Ideas for Windows Classic
• 
  1

  Up
  Track Qualified Dividends

  Reviewed Ted Durant 37 views 2 comments 1 point Most recent by Chris_QPW April 19Product Enhancements
• 
  1

  Up
  Need Improvements and Contingency For Options and downloads because of ISSUES.

  Reviewed BRETTB 30 views 0 comments 1 point Started by BRETTB April 18 Ideas for Windows Classic
• 
  3

  Up
  Capital Gains Report: Show Only Non-Zero Capital Gains

  Reviewed isonclubikin 54 views 3 comments 3 points Most recent by Quicken Kristina April 13Reports
• 
  Add Unit Gross Price and Unit Cost to the Capital Gains Report

  Closed System 22 views 4 comments 0 points Most recent by jacobs April 11Investing (Windows)
• 
  1

  Up
  Please add the columns Unit Cost and Unit Gross Price to Capital Gains reports

  Reviewed J_Rapp 43 views 5 comments 1 point Most recent by J_Rapp April 11Investments
• 
  Dividend Income in Portfolio View - QMac

  Closed dusty58 . 24 views 1 comment 0 points Most recent by jacobs April 9Investing (Mac)
• 
  2

  Up
  Export investment lots held in multiple accounts

  Reviewed datajunkie 25 views 0 comments 2 points Started by datajunkie April 6 Ideas for Windows Classic
• 
  Investment account daily cash balance

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

  Closed pgavon 71 views 4 comments 0 points Most recent by Quicken Carlos March 31Investing (Windows)
• 
  IRR Calculation Error

  Closed Langston Holland 133 views 7 comments 0 points Most recent by Langston Holland March 30Investing (Windows)
• 
  Quicken reports sum the original rather than rounded numbers

  Closed mjaccetta 143 views 9 comments 0 points Most recent by NotACPA March 26Reports (Windows)
• 
  2

  Up
  Add Security Symbols to Investment Performance Reports

  Reviewed Fjw1015 17 views 0 comments 2 points Started by Fjw1015 March 21 Reports
• 
  1

  Up
  Being able to create new categories for Stocks

  Reviewed LOJM_AdminJim 12 views 1 comment 1 point Most recent by UKR March 19Reports
• 
  2

  Up
  Add an Interval button to the Portfolio Value report for Mac [Edited]

  Reviewed Paul19 12 views 0 comments 2 points Started by Paul19 March 16 Reports
• 
  Investing Portfolio Value share count does not match Holdings

  Closed JRJR 43 views 3 comments 0 points Most recent by Quicken Kristina March 10Investing (Windows)
• 
  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)