Investment Reports

Discussion List

• 
  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)
• 
  Report wrong after stock class conversion

  Closed Randyrama 71 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 258 views 3 comments 0 points Most recent by Tom Young July 2022Investing (Windows)
• 
  401K amounts are doubled

  Closed SeanColin 161 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 420 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 61 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 62 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 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 469 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 534 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 333 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 203 views 4 comments 1 point Most recent by Jim_Harman March 2022Investing (Windows)
• 
  Portfolio X-Ray shows blank screen

  Closed PegK 53 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)
• 
  Issue with chart of portfolio value

  Answered ✓ Closed MSStateDawg 85 views 5 comments 0 points Most recent by MSStateDawg February 2022Reports (Windows)
• 
  Portfolio Value Report available (like in QM2007)?

  Answered ✓ Closed sierra_hiker 72 views 4 comments 0 points Most recent by sierra_hiker February 2022Reports (Mac)
• 
  Placeholder transaction

  Closed melS 272 views 4 comments 0 points Most recent by timburgh February 2022Download, Add/Update Accounts (Windows)
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  Command "Find" in Investment Account Transactions List

  Answered ✓ Closed ZQkn 21 views 5 comments 0 points Most recent by Jim_Harman February 2022Investing (Windows)
• 
  IRR cashflows in non-investment accounts

  Answered ✓ Closed jaguaroh 51 views 3 comments 0 points Most recent by jaguaroh February 2022Reports (Windows)