Investment Reports

Discussion List

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  Error in "Ave Annual Return" report

  Closed bcosterus 21 views 2 comments 0 points Most recent by q_lurker August 25Reports (Windows)
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  How to fix transfer ESPP from one account to another?

  Answered Closed mikek753b 66 views 5 comments 0 points Most recent by Chris_QPW August 18Investing (Windows)
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  Delete elusive orphan investing transaction

  Answered Closed jmeander312 46 views 5 comments 0 points Most recent by Jim_Harman August 17Investing (Windows)
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  How do I remove a pension balance from my investments after it has converted to payments?

  Answered ✓ Closed cls4 63 views 6 comments 0 points Most recent by cls4 August 7Questions about using the Community?
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  Early Access Report Customization became unusable for me as of R56.9

  Closed jmaino 173 views 12 comments 0 points Most recent by jmaino August 6Reports (Windows)
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  Asset Allocation Report STILL Shows Closed Positions

  Closed Burny 12 views 1 comment 0 points Most recent by Quicken Jasmine July 29Investing (Windows)
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  Working with the "Maturity Dates for Bonds and CDs" Report

  Closed 26@harrich 32 views 2 comments 0 points Most recent by 26@harrich July 24Investing (Windows)
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  Need more Investment Reports in Q Mac

  Under Consideration DJU 462 views 11 comments 55 points Most recent by MauryJ July 19Investments
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  Broadcom post split pricing begun too soon in Quicken Classic

  Answered ✓ Closed jlukes 73 views 8 comments 0 points Most recent by jlukes July 15Registers & Transactions (Windows)
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  Portfolio Graph - Weird After latest upgrade

  Closed johnkeast 24 views 2 comments 0 points Most recent by johnkeast July 15Reports (Mac)
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  Issues with Growth of $10K Dashboard Report - Display error after 3 year look back

  Closed Whojammers 42 views 4 comments 0 points Most recent by Whojammers July 4Reports (Windows)
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  Add CUSIP field to investment reports

  Reviewed Joey 25 views 3 comments 1 point Most recent by Joey July 3Reports
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  Investing / Allocation by Security

  Closed TLM-Q 24 views 4 comments 1 point Most recent by Quicken Kristina June 29Investing (Mac)
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  Zero out investment account so does not change net worth reports for past activity

  Closed chazkov 42 views 5 comments 0 points Most recent by chazkov June 15Investing (Windows)
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  Finding largest gain/loss per day for investments

  Answered Closed MichaelCortese 84 views 8 comments 0 points Most recent by MichaelCortese June 6Reports (Windows)
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  Tracking Roth and Traditional contributions in one retirement account

  Closed jwillis84 375 views 15 comments 0 points Most recent by Jim_Harman June 4Investing (Windows)
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  S-Corp shares cost basis adjustment

  Answered ✓ Closed Everett 37 views 5 comments 0 points Most recent by Everett May 28Investing (Windows)
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  Quicken showing wrong stock price

  Answered Closed JoetheGoalie38 53 views 3 comments 0 points Most recent by JoetheGoalie38 May 21Download, Add/Update Accounts (Windows)
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  Income by Security report - show basis of each security and compute % by that [Edited]

  Reviewed wtsmith71 54 views 4 comments 3 points Most recent by Jim_Harman May 20Reports
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  The Community Meetup- April 2024 Edition

  Announcement Quicken Janean 8.8K views 3 comments 0 points Most recent by Darran_AUS May 18The Community Meetup Newsletter
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  Investment reporting filter by security

  Reviewed bfs 21 views 0 comments 2 points Most recent by bfs May 16Investments
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  Investment Performance Incorrect

  Answered Closed Jamesnk1995 127 views 7 comments 0 points Most recent by Jim_Harman May 16Investing (Windows)
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  portfolio FMV and ACB report does not show accurate FMV in balance column.

  Closed questionsforever 45 views 2 comments 0 points Most recent by questionsforever May 15All Things Canadian (Windows)
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  Treasury Note bought/sold - Schwab vs. Quicken (edit)

  Closed dogwind 129 views 4 comments 0 points Most recent by Tom Young May 9Investing (Windows)
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  Portfolio view - additional features for "expand all" "collapse all"

  Reviewed rfore466 24 views 0 comments 1 point Most recent by rfore466 May 3Display/UI
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  No Reporting Across Different Currency Accounts??? (Quicken Canada for Mac Subscription)

  Closed Bee Cee 42 views 0 comments 0 points Most recent by Bee Cee May 1All Things Canadian (Mac)
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  Historic Performance or Custom IRR, ROI, and Custom Graphs

  Reviewed dlmitts 21 views 1 comment 4 points Most recent by Quicken Kristina April 26Investments
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  Total Portfolio Allocation

  Reviewed psolera 69 views 1 comment 2 points Most recent by Jim_Harman April 26Reports