Investment Reports

Discussion List

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  Investing tab broken

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

  Answered ✓ Closed its the details 196 views 4 comments 0 points Most recent by Boatnmaniac December 2022Investing (Windows)
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  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)
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  Balance mismatch between Account List and all Reports

  Answered Closed mjs9876543210 241 views 7 comments 0 points Most recent by NotACPA November 2022Errors and Troubleshooting (Windows)
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  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)
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  QMac needs an Investment category for US Government Interest

  Closed MontanaKarl 106 views 1 comment 6 points Most recent by Jon November 2022Investing (Mac)
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  Pledged Asset Line on Mac

  Answered Closed Volks 43 views 3 comments 0 points Most recent by Volks October 2022Investing (Mac)
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  Can't correct report heading

  Answered Closed rickdisney 66 views 6 comments 0 points Most recent by Tom Young October 2022Reports (Windows)
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  Can I post cash flow report on custom home view?

  Answered Closed Nique 32 views 2 comments 0 points Most recent by Nique October 2022All Things Canadian (Windows)
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  Ticker Symbol on Holdings tab

  Answered ✓ Closed MitchelS 254 views 4 comments 0 points Most recent by Boatnmaniac October 2022Investing (Windows)
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  Securities Report with purchase date and cost

  Answered ✓ Closed Caren 85 views 7 comments 0 points Most recent by Caren October 2022Reports (Windows)
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  Report showing accumulated unrealized gain

  Answered Closed Perry Smith 422 views 4 comments 0 points Most recent by jacobs September 2022Investing (Mac)
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  Need Help In Creating a report

  Closed neil154 66 views 10 comments 0 points Most recent by neil154 August 2022Reports (Windows)
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  Account balances report is showing unrealized gains for date before the account existed.

  Answered ✓ Closed Snowman 85 views 10 comments 0 points Most recent by Snowman August 2022Reports (Windows)
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  Security (ETF) in portfolio, but not in list of securities under Reports & Graphs

  Answered Closed AgBrewer97 84 views 10 comments 0 points Most recent by q_lurker July 2022Investing (Windows)
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  Old version of Quicken for Mac handy chart GONE...

  Answered Closed Adele Dreyer 67 views 2 comments 0 points Most recent by Adele Dreyer July 2022Investing (Mac)
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  Export of positions portfolio dashboard by lot

  Answered ✓ Closed philliesphan0880 249 views 3 comments 0 points Most recent by philliesphan0880 July 2022Investing (Windows)
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  Can't export a report to Excel even though I'm looking right at it

  Answered Closed Dr_B 76 views 4 comments 0 points Most recent by Dr_B July 2022Reports (Mac)
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  Report wrong after stock class conversion

  Closed Randyrama 77 views 5 comments 0 points Most recent by Randyrama July 2022Reports (Windows)
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  How to seperate SWGXX shares transactions and cash in Schwab downloads?

  Closed FollowTheMoney 250 views 3 comments 0 points Most recent by Tom Young July 2022Investing (Windows)