Investment Reports

Discussion List

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  Custom Index/Fund - for alloc of 529 funds

  Closed harry askenazi 202 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)
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  Issue with chart of portfolio value

  Answered ✓ Closed MSStateDawg 81 views 5 comments 0 points Most recent by MSStateDawg February 2022Reports (Windows)
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  Portfolio Value Report available (like in QM2007)?

  Answered ✓ Closed sierra_hiker 74 views 4 comments 0 points Most recent by sierra_hiker February 2022Reports (Mac)
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  Placeholder transaction

  Closed melS 277 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 23 views 5 comments 0 points Most recent by Jim_Harman February 2022Investing (Windows)
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  IRR cashflows in non-investment accounts

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

  Answered Closed Marys 43 views 3 comments 0 points Most recent by Quicken Jasmine February 2022Reports (Mac)
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  How to Show "Amount Invested"? (Q Mac)

  Closed Steve29 103 views 3 comments 1 point Most recent by Steve29 February 2022Investing (Mac)
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  Does anyone know how to pull data from Ohio STRS into Quicken?

  Answered Closed Beaver Lodge 53 views 1 comment 0 points Most recent by Quicken Jared January 2022Investing (Mac)
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  Capital Gains report using wrong cost basis

  Answered Closed SchJA 91 views 3 comments 0 points Most recent by q_lurker January 2022Investing (Windows)
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  Asset Purchase Price Correction (Q Mac)

  Answered Closed Bob Banker 56 views 6 comments 0 points Most recent by Bob Banker January 2022Investing (Mac)
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  2021 Investment Rate of Return: Quicken vs. Fidelity

  Answered Closed Dennis Mahoney 172 views 7 comments 0 points Most recent by Bob_L January 2022Investing (Windows)
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  Asset Allocation to include Cash and Savings accounts?

  Answered Closed hyyqckn 279 views 6 comments 0 points Most recent by jacobs January 2022Investing (Mac)
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  Problem with Quicken investments

  Answered ✓ Dennis Mahoney 162 views 10 comments 0 points Most recent by q_lurker January 2022Investing (Windows)
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  What can be done about the new formatting error in the Category Summary by Month Report (Q Mac)

  Answered Closed BellaVistaChuck 61 views 7 comments 0 points Most recent by Quicken Jasmine December 2021Reports (Mac)
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  Trade Commissions Report

  Closed garciagu 71 views 1 comment 0 points Most recent by Quicken Jasmine December 2021Reports (Mac)
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  Report to show Reinvested Mutual Fund Capital Gains

  Answered ✓ Closed Ken429 1.6K views 5 comments 0 points Most recent by q_lurker December 2021Reports (Windows)
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  Why Tax Impact 401(K) Accounts in Tax Schedule and Summary Report is showing up

  Answered Closed jl747 1.1K views 38 comments 0 points Most recent by jl747 December 2021Reports (Windows)
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  Can you help me understand the difference between YTD IRR and 1-Year IRR?

  Answered Closed tim.rohrer1 803 views 3 comments 0 points Most recent by Jim_Harman December 2021Investing (Mac)
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  Paycheck reminder with 401k contribution to IRA tracked with "Simple Investing"

  Answered nick.koch 63 views 3 comments 0 points Most recent by nick.koch December 2021Registers & Transactions (Windows)
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  Quicken Reports

  Closed System 41 views 1 comment 0 points Most recent by MarkTwain November 2021Reports (Windows)
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  Successful sale of security generates a transactional loss?

  Closed NeilMike 21 views 1 comment 0 points Most recent by jacobs November 2021Reports (Mac)