Investment Reports

Discussion List

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  What are the components of Deposits/Withdrawals in the Investment Activity Report?

  Closed rbw-1 153 views 14 comments 0 points Most recent by Tom Young January 2023Reports (Windows)
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  How do you all handle bank interest in a brokerage account?

  Answered ✓ Closed tim.rohrer1 987 views 13 comments 1 point Most recent by dan.greenberg.ct January 2023Investing (Mac)
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  Why doesn't the Net Worth report for investment account use the share price data?

  Answered Closed Dr_B 123 views 5 comments 0 points Most recent by Dr_B January 2023Reports (Mac)
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  Printing Investment Account share balances

  Answered Closed joecanfieldsr 71 views 2 comments 0 points Most recent by joecanfieldsr January 2023Errors and Troubleshooting (Mac)
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  Tracking 401k performance?

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

  Closed misterbear 61 views 2 comments 0 points Most recent by misterbear January 2023Investing (Windows)
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  Investment reports

  Closed roses26 31 views 1 comment 0 points Most recent by Quicken Anja December 2022Reports (Mac)
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  International Brokerage Accounts

  Answered Closed Ryanbeeston 52 views 2 comments 0 points Most recent by jr7107 December 2022Before you Buy
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  Investment Performance Reports - account causing problems

  Answered ✓ Closed Rhodes 12 views 1 comment 0 points Most recent by Rhodes December 2022Investing (Windows)
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  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)
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  Investing tab broken

  Answered Closed Kang! 131 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 193 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 132 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 61 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 102 views 1 comment 6 points Most recent by Jon November 2022Investing (Mac)
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  Pledged Asset Line on Mac

  Answered Closed Volks 41 views 3 comments 0 points Most recent by Volks October 2022Investing (Mac)
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  Can't correct report heading

  Answered Closed rickdisney 63 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 31 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 263 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 81 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 436 views 4 comments 0 points Most recent by jacobs September 2022Investing (Mac)