Investment Reports

Discussion List

• 
  401K amounts are doubled

  Closed SeanColin 163 views 1 comment 0 points Most recent by Chris_QPW June 2022Registers & Transactions (Windows)
• 
  Ghost funds in Asset Allocation report's Graph

  Answered Closed BK 65 views 6 comments 0 points Most recent by BK June 2022Reports (Windows)
• 
  investment and retirement report inconsistency in multi currency environment

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

  Answered ✓ Closed cmart0229 414 views 19 comments 0 points Most recent by [Deleted User] May 2022Budgeting and Planning Tools (Windows)
• 
  Investment Analytics and Reporting

  Closed sumitseth 64 views 4 comments 0 points Most recent by skeleton567 May 2022Before you Buy
• 
  I want to sort my various investment accounts by Group

  Answered Jon Foster 65 views 4 comments 0 points Most recent by Jon Foster May 2022Investing (Windows)
• 
  Want cash basis summary report, not accural

  Closed Gabu 51 views 1 comment 0 points Most recent by Quicken Anja May 2022Reports (Windows)
• 
  InvestmentReports

  Closed Afdsny_110 21 views 1 comment 0 points Most recent by Quicken Jared May 2022Investing (Mac)
• 
  BUG REPORT - Confirmed and repeatable - Quicken Reports not recognizing categories

  Answered Closed Tom39 467 views 12 comments 0 points Most recent by Jim_Harman April 2022Reports (Windows)
• 
  Which investment action should I assign to an advisor fee that takes shares?

  Answered ✓ Closed rmiles2 533 views 4 comments 0 points Most recent by Jim_Harman April 2022Investing (Windows)
• 
  Dividend Transaction not Appearing in a Quicken Report

  Closed zkaps 338 views 3 comments 0 points Most recent by zkaps April 2022Investing (Windows)
• 
  Custom Index/Fund - for alloc of 529 funds

  Closed harry askenazi 207 views 4 comments 1 point Most recent by Jim_Harman March 2022Investing (Windows)
• 
  Portfolio X-Ray shows blank screen

  Closed PegK 51 views 1 comment 0 points Most recent by jefflock March 2022Investing (Windows)
• 
  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)
• 
  Issue with chart of portfolio value

  Answered ✓ Closed MSStateDawg 86 views 5 comments 0 points Most recent by MSStateDawg February 2022Reports (Windows)
• 
  Portfolio Value Report available (like in QM2007)?

  Answered ✓ Closed sierra_hiker 76 views 4 comments 0 points Most recent by sierra_hiker February 2022Reports (Mac)
• 
  Placeholder transaction

  Closed melS 267 views 4 comments 0 points Most recent by timburgh February 2022Download, Add/Update Accounts (Windows)
• 
  Command "Find" in Investment Account Transactions List

  Answered ✓ Closed ZQkn 24 views 5 comments 0 points Most recent by Jim_Harman February 2022Investing (Windows)
• 
  IRR cashflows in non-investment accounts

  Answered ✓ Closed jaguaroh 55 views 3 comments 0 points Most recent by jaguaroh February 2022Reports (Windows)
• 
  Cash Flow by Tags Report and Realized Gain

  Answered Closed Marys 45 views 3 comments 0 points Most recent by Quicken Jasmine February 2022Reports (Mac)
• 
  How to Show "Amount Invested"? (Q Mac)

  Closed Steve29 107 views 3 comments 1 point Most recent by Steve29 February 2022Investing (Mac)
• 
  Does anyone know how to pull data from Ohio STRS into Quicken?

  Answered Closed Beaver Lodge 49 views 1 comment 0 points Most recent by Quicken Jared January 2022Investing (Mac)
• 
  Capital Gains report using wrong cost basis

  Answered Closed SchJA 97 views 3 comments 0 points Most recent by q_lurker January 2022Investing (Windows)