Investment Reports

Discussion List

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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 22 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 81 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 310 views 15 comments 0 points Most recent by Jim_Harman June 4Investing (Windows)
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  compare to portfolio button is grayed out

  Answered Closed DawnK16 41 views 6 comments 0 points Most recent by DawnK16 June 2Investing (Windows)
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  S-Corp shares cost basis adjustment

  Answered ✓ Closed Everett 32 views 5 comments 0 points Most recent by Everett May 28Investing (Windows)
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  Quicken showing wrong stock price

  Answered Closed JoetheGoalie38 55 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 52 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 125 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 43 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 120 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 23 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 36 views 0 comments 0 points Most recent by Bee Cee May 1All Things Canadian (Mac)
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  Portfolio Value Report

  Closed BoiseID 71 views 1 comment 0 points Most recent by miklk April 30Investing (Windows)
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  Historic Performance or Custom IRR, ROI, and Custom Graphs

  Reviewed dlmitts 24 views 1 comment 4 points Most recent by Quicken Kristina April 26Investments
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  Total Portfolio Allocation

  Reviewed psolera 65 views 1 comment 2 points Most recent by Jim_Harman April 26Reports
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  no cost basis and average cost per share

  Answered Closed wkwallst 45 views 5 comments 0 points Most recent by wkwallst April 15Investing (Windows)
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  Investing Account - How to create a report shown deposits

  Answered Closed Photohex 32 views 3 comments 0 points Most recent by NotACPA April 3Reports (Windows)
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  portfolio question

  Answered Closed wkwallst 42 views 3 comments 0 points Most recent by Ps56k2 April 2Investing (Windows)
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  Capital Gains reports should include per share Unit Cost : Price : Gain/Loss

  Reviewed J_Rapp 41 views 2 comments 2 points Most recent by Quicken Anja March 30Investments
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  Investment Views Not Working For Separate Accounts

  Closed Tony Fong 12 views 0 comments 0 points Most recent by Tony Fong March 30Investing (Windows)
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  Ability to hide/show graph not available in Quicken for Mac

  Answered Closed Jeff Bater 61 views 1 comment 0 points Most recent by jacobs March 28Reports (Mac)
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  Portfolio Value Report - Showing previously closed positions as open after R53.16

  Closed capicon 71 views 0 comments 0 points Most recent by capicon March 19Installing and Updating (Windows)
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  Historical Report of Cash Value in both investing and bank accounts

  Answered Closed spaman 21 views 6 comments 0 points Most recent by spaman March 19Reports (Windows)
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  Investment Holding Report

  Answered ✓ Closed cwiener 119 views 2 comments 0 points Most recent by cwiener March 17Reports (Mac)
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  Square Brackets on Interest & Dividends Report

  Closed williamspl 31 views 0 comments 0 points Most recent by williamspl March 13Reports (Windows)
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  More Significant Dashboard Challenges / Problems

  Closed JoelC 76 views 3 comments 0 points Most recent by JoelC March 6All Things Canadian (Windows)