Investment Reports

Discussion List

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  19

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  Graphs Should Allow for non-Zero Y-axis

  Reviewed John Larsen 106 views 9 comments 19 points Most recent by Quicken Jasmine November 20Reports
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  Asset Allocation Report STILL Shows Closed Positions

  Burny 15 views 1 comment 0 points Most recent by Quicken Kristina November 19Investing (Windows)
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  New Investment Columns

  Reviewed Steve29 14 views 0 comments 3 points Started by Steve29 November 15 Investments
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  Investment Performance Report shows all equities: current holding and sold

  Answered AMP 47 views 4 comments 0 points Most recent by Jim_Harman November 13Investing (Windows)
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  Include month-end prices in all historical price updates

  New Jim_Harman 31 views 0 comments 11 points Started by Jim_Harman November 7 Investments
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  Quicken Mac - Report of all investment transactions with open and closed lots

  Answered Tzon 32 views 1 comment 0 points Most recent by Quicken Jasmine November 3Investing (Mac)
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  How Can I Add a Missing CUSIP to a Mutual Fund?

  Answered Walter Roth 34 views 2 comments 0 points Most recent by Walter Roth November 2Investing (Windows)
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  Investment Quick Selection of Stocks based upon Date or Date Range to Check Performance/Strategy

  Reviewed BRETTB 23 views 1 comment 1 point Most recent by Jim_Harman November 1Reports
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  What is the Best Report(s) for checking performance of Securities Purchased (Date or Date Range)

  BRETTB 33 views 3 comments 0 points Most recent by BRETTB November 1Investing (Windows)
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  Feature Request: Show Actual Return in investment performance reports

  Reviewed AllanM 49 views 3 comments 3 points Most recent by q_lurker October 27Reports
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  Pay someone for custom / complex reports?

  Answered Closed MarcSnyder 29 views 1 comment 0 points Most recent by Jon October 17Reports (Mac)
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  Account OverView->Holdings, Freeze column header [Edited]

  Reviewed Marshall 32 views 2 comments 5 points Most recent by Jim_Harman October 6Investments
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  How to show Banking in Investments

  Answered willeaton 22 views 1 comment 0 points Most recent by RickO September 28Investing (Mac)
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  Security Detail View - Easy way to lookup which accounts has the holdings

  Reviewed davidmarketing 64 views 6 comments 1 point Most recent by Jim_Harman September 24Investments
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  Asset Allocation Share Balance Negative

  Closed Billy1 169 views 21 comments 0 points Most recent by q_lurker September 14Reports (Windows)
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  Schedule B-Interest and Dividends Tax Report missing taxable dividends

  Closed crwalejr 174 views 5 comments 0 points Most recent by UKR September 14Reports (Windows)
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  Capital Gains Report Grouped by Month or Quarter

  Reviewed Alexy 20 views 0 comments 1 point Started by Alexy September 12 Investments
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  Investment Performance--Returns Year to Date

  Closed Gary R 36 views 1 comment 0 points Most recent by Quicken Kristina August 25Investing (Windows)
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  Error in "Ave Annual Return" report

  Closed bcosterus 21 views 2 comments 0 points Most recent by q_lurker August 25Reports (Windows)
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  How to fix transfer ESPP from one account to another?

  Answered Closed mikek753b 62 views 5 comments 0 points Most recent by Chris_QPW August 18Investing (Windows)
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  Delete elusive orphan investing transaction

  Answered Closed jmeander312 45 views 5 comments 0 points Most recent by Jim_Harman August 17Investing (Windows)
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  How do I remove a pension balance from my investments after it has converted to payments?

  Answered ✓ Closed cls4 55 views 6 comments 0 points Most recent by cls4 August 7Questions about using the Community?
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  Early Access Report Customization became unusable for me as of R56.9

  Closed jmaino 172 views 12 comments 0 points Most recent by jmaino August 6Reports (Windows)
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  Asset Allocation Report STILL Shows Closed Positions

  Closed Burny 12 views 1 comment 0 points Most recent by Quicken Jasmine July 29Investing (Windows)
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  Working with the "Maturity Dates for Bonds and CDs" Report

  Closed 26@harrich 30 views 2 comments 0 points Most recent by 26@harrich July 24Investing (Windows)
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  Need more Investment Reports in Q Mac

  Under Consideration DJU 468 views 11 comments 55 points Most recent by MauryJ July 19Investments
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  Broadcom post split pricing begun too soon in Quicken Classic

  Answered ✓ Closed jlukes 72 views 8 comments 0 points Most recent by jlukes July 15Registers & Transactions (Windows)
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  Portfolio Graph - Weird After latest upgrade

  Closed johnkeast 23 views 2 comments 0 points Most recent by johnkeast July 15Reports (Mac)
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  Issues with Growth of $10K Dashboard Report - Display error after 3 year look back

  Closed Whojammers 38 views 4 comments 0 points Most recent by Whojammers July 4Reports (Windows)