Investment Reports

Discussion List

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  Need Help In Creating a report

  Closed neil154 63 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 92 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 83 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 61 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 241 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 72 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 74 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 266 views 3 comments 0 points Most recent by Tom Young July 2022Investing (Windows)
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  401K amounts are doubled

  Closed SeanColin 162 views 1 comment 0 points Most recent by Chris_QPW June 2022Registers & Transactions (Windows)
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  Ghost funds in Asset Allocation report's Graph

  Answered Closed BK 61 views 6 comments 0 points Most recent by BK June 2022Reports (Windows)
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  investment and retirement report inconsistency in multi currency environment

  Closed db7122 11 views 0 comments 0 points Most recent by db7122 June 2022Reports (Windows)
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  Annuity Withdrawal does not show up as Income

  Answered ✓ Closed cmart0229 422 views 19 comments 0 points Most recent by [Deleted User] May 2022Budgeting and Planning Tools (Windows)
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  Investment Analytics and Reporting

  Closed sumitseth 62 views 4 comments 0 points Most recent by skeleton567 May 2022Before you Buy
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  I want to sort my various investment accounts by Group

  Answered Jon Foster 63 views 4 comments 0 points Most recent by Jon Foster May 2022Investing (Windows)
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  Want cash basis summary report, not accural

  Closed Gabu 52 views 1 comment 0 points Most recent by Quicken Anja May 2022Reports (Windows)
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  InvestmentReports

  Closed Afdsny_110 22 views 1 comment 0 points Most recent by Quicken Jared May 2022Investing (Mac)
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  BUG REPORT - Confirmed and repeatable - Quicken Reports not recognizing categories

  Answered Closed Tom39 474 views 12 comments 0 points Most recent by Jim_Harman April 2022Reports (Windows)
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  Which investment action should I assign to an advisor fee that takes shares?

  Answered ✓ Closed rmiles2 532 views 4 comments 0 points Most recent by Jim_Harman April 2022Investing (Windows)
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  Dividend Transaction not Appearing in a Quicken Report

  Closed zkaps 336 views 3 comments 0 points Most recent by zkaps April 2022Investing (Windows)
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  Custom Index/Fund - for alloc of 529 funds

  Closed harry askenazi 201 views 4 comments 1 point Most recent by Jim_Harman March 2022Investing (Windows)
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  Portfolio X-Ray shows blank screen

  Closed PegK 52 views 1 comment 0 points Most recent by jefflock March 2022Investing (Windows)
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  Merged: Allow portfolio views to be “sorted and deleted” & "duplicate current views" by "end-users"

  Burman 11 views 0 comments 0 points Most recent by Burman March 2022Investing (Windows)