Investment Reports

Discussion List

• 
  One security does not display in portfolio view

  Answered ✓ Closed Rick B 154 views 8 comments 0 points Most recent by Rick B June 2023All Things Canadian (Windows)
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  Report Exports

  Closed MSStateDawg 61 views 2 comments 0 points Most recent by MSStateDawg June 2023Reports (Windows)
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  Investment Partnership Detail report excludes some transaction types (e.g. MiscInc)

  Closed steven.kerns 11 views 0 comments 1 point Most recent by steven.kerns June 2023Investing (Windows)
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  Pershing Government Account in IRA gives incorrect value to Net Worth Report

  Answered Closed beelbo 32 views 3 comments 0 points Most recent by Quicken Jasmine May 2023Investing (Mac)
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  Ability to show # of shares in a given security over time

  Closed Jon Foster 31 views 1 comment 0 points Most recent by Jim_Harman May 2023Investing (Windows)
• 
  accounts not showing performance

  Answered ✓ Closed Woody 53 133 views 4 comments 0 points Most recent by jacobs May 2023Investing (Mac)
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  Report Heading size for Subtotaled Reports

  Closed suepfister 41 views 3 comments 0 points Most recent by Quicken Kristina May 2023Reports (Windows)
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  How to view Investing Performance information using Quicken Deluxe Mac

  Answered ✓ Closed Jay Zenitsky 679 views 3 comments 1 point Most recent by Jay Zenitsky May 2023Investing (Mac)
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  Investment Performance report for Bonds

  Answered Closed Jonathan 112 views 3 comments 0 points Most recent by Boatnmaniac May 2023Investing (Windows)
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  How to use Roth 401k in paychecks?

  Closed mikek753b 840 views 6 comments 1 point Most recent by Quicken Kristina May 2023Investing (Windows)
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  Stock Cost Basis Column

  Answered ✓ Closed PeterWin 234 views 5 comments 0 points Most recent by PeterWin April 2023Investing (Windows)
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  Annual appeal

  Closed Microfiche 71 views 1 comment 0 points Most recent by Microfiche April 2023All Things Canadian (Windows)
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  Investment Activity Report (Q Mac)

  Closed David Linkin 461 views 2 comments 1 point Most recent by jacobs April 2023Reports (Mac)
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  Corrupted reports

  Closed acs2 61 views 5 comments 0 points Most recent by Jim_Harman April 2023Reports (Windows)
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  Incorrect Totals in report

  Closed acferrad 73 views 3 comments 0 points Most recent by sdawgone@gmail.com April 2023Reports (Windows)
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  Ability to Run All Reports in your Base Currency (for multi-currency users, Q Mac)

  Closed adsoft2015 101 views 5 comments 0 points Most recent by mark303 April 2023Reports (Mac)
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  Managing Annuity Accounts in Quicken

  Answered Closed williamspl 1.5K views 26 comments 0 points Most recent by Boatnmaniac March 2023Reports (Windows)
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  Running a Report to dispute Indiana Penalty - Income categories to match 1099, by Month or Quarter

  Closed MishawakaKirk 76 views 6 comments 0 points Most recent by Jim_Harman February 2023Reports (Windows)
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  Ability to Exclude Transfers on Home Dashboard Charts

  Closed adsoft2015 80 views 2 comments 1 point Most recent by adsoft2015 February 2023Reports (Mac)
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  Changing 'Account Intent' not updating in saved reports

  Answered Closed DPP28 143 views 8 comments 0 points Most recent by DPP28 February 2023Errors and Troubleshooting (Windows)