Investment Reports

Discussion List

• 
  Running a Report to dispute Indiana Penalty - Income categories to match 1099, by Month or Quarter

  Closed MishawakaKirk 77 views 6 comments 0 points Most recent by Jim_Harman February 2023Reports (Windows)
• 
  Ability to Exclude Transfers on Home Dashboard Charts

  Closed adsoft2015 83 views 2 comments 1 point Most recent by adsoft2015 February 2023Reports (Mac)
• 
  Changing 'Account Intent' not updating in saved reports

  Answered Closed DPP28 146 views 8 comments 0 points Most recent by DPP28 February 2023Errors and Troubleshooting (Windows)
• 
  Need Investment % yield versus %capital gain report help

  Closed brucemid15 68 views 8 comments 0 points Most recent by Mark1104 February 2023Reports (Windows)
• 
  How do I record a Buy to Open Call Option?

  Closed harry askenazi 666 views 1 comment 0 points Most recent by Tom Young January 2023Investing (Windows)
• 
  Return by Type Not Calculating Correct Values

  Closed allen_car 33 views 3 comments 0 points Most recent by q_lurker January 2023Investing (Windows)
• 
  What are the components of Deposits/Withdrawals in the Investment Activity Report?

  Closed rbw-1 155 views 14 comments 0 points Most recent by Tom Young January 2023Reports (Windows)
• 
  How do you all handle bank interest in a brokerage account?

  Answered ✓ Closed tim.rohrer1 1K views 13 comments 1 point Most recent by dan.greenberg.ct January 2023Investing (Mac)
• 
  Why doesn't the Net Worth report for investment account use the share price data?

  Answered Closed Dr_B 127 views 5 comments 0 points Most recent by Dr_B January 2023Reports (Mac)
• 
  Printing Investment Account share balances

  Answered Closed joecanfieldsr 73 views 1 comment 0 points Most recent by joecanfieldsr January 2023Errors and Troubleshooting (Mac)
• 
  Tracking 401k performance?

  Closed JF73 71 views 1 comment 0 points Most recent by Jim_Harman January 2023Investing (Windows)
• 
  Can you spread asset types by account in an investment report

  Closed misterbear 62 views 2 comments 0 points Most recent by misterbear January 2023Investing (Windows)
• 
  Investment reports

  Closed roses26 33 views 1 comment 0 points Most recent by Quicken Anja December 2022Reports (Mac)
• 
  Investment Performance Reports - account causing problems

  Answered ✓ Closed Rhodes 14 views 1 comment 0 points Most recent by Rhodes December 2022Investing (Windows)
• 
  Why are the Calls showing up in the Portfolio Value and Cost Basis Report?

  Answered rwshone 21 views 2 comments 0 points Most recent by rwshone December 2022Investing (Windows)
• 
  Investing tab broken

  Answered Closed Kang! 138 views 6 comments 0 points Most recent by Kang! December 2022Investing (Windows)
• 
  Some Treasury Notes/Bonds and CD do not display on Maturity Date report

  Answered ✓ Closed its the details 194 views 4 comments 0 points Most recent by Boatnmaniac December 2022Investing (Windows)
• 
  Maturity Dates Report - Treasury sold yet still appears in the report

  Closed ChicagoGuy 134 views 3 comments 0 points Most recent by ChicagoGuy December 2022Reports (Windows)
• 
  Balance mismatch between Account List and all Reports

  Answered Closed mjs9876543210 243 views 7 comments 0 points Most recent by NotACPA November 2022Errors and Troubleshooting (Windows)
• 
  Maturity Dates Report - Why does a Treasury appear twice?

  Answered Closed ChicagoGuy 64 views 3 comments 0 points Most recent by ChicagoGuy November 2022Reports (Windows)
• 
  QMac needs an Investment category for US Government Interest

  Closed MontanaKarl 102 views 1 comment 6 points Most recent by Jon November 2022Investing (Mac)