Discussion List

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  Graphing - Vertical axis control

  Reviewed kdedeluk 39 views 0 comments 1 point Started by kdedeluk December 2024 Canada Windows
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  Investment performance for a security negatively impacted by dividends/capital gains

  Answered ✓ Closed Jonathan 94 views 9 comments 0 points Most recent by Jim_Harman December 2024Investing (Windows)
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  Maturity dates for bonds and cd report segmented by month/year due

  Answered Closed ajb328 70 views 5 comments 0 points Most recent by q_lurker December 2024Reports (Windows)
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  Custom Investment Reports Using Tags [Edited]

  Reviewed M&C 29 views 3 comments 1 point Most recent by q_lurker December 2024Reports
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  basic math BUG in investment reports in quicken doesn't add up when using transaction exchange rate

  Closed questionsforever 58 views 4 comments 0 points Most recent by Quicken Kristina December 2024All Things Canadian (Windows)
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  Return Calcs: IP report v portfolio view returns when assets transferred between accounts

  Closed mtn_living 93 views 10 comments 0 points Most recent by Geo1104 December 2024Investing (Windows)
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  Feature Request: Show Actual Return in investment performance reports

  Reviewed AllanM 107 views 4 comments 5 points Most recent by AllanM December 2024Reports
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  Quicken for Mac downloading only mutual funds and Cash but not Fixed Income in single account

  Answered Closed KVP 42 views 3 comments 0 points Most recent by KVP December 2024Download, Add/Update Accounts (Mac)
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  Quicken's Investment Portfolio Report

  Closed jaxgab 54 views 2 comments 0 points Most recent by Quicken Kristina November 2024Download, Add/Update Accounts (Windows)
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  Investment Quick Selection of Stocks based upon Date or Date Range to Check Performance/Strategy

  Reviewed BRETTB 61 views 4 comments 1 point Most recent by Jim_Harman November 2024Reports
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  Graphs Should Allow for non-Zero Y-axis

  Reviewed John Larsen 307 views 9 comments 21 points Most recent by Quicken Jasmine November 2024Reports
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  Asset Allocation Report STILL Shows Closed Positions

  Closed Burny 40 views 1 comment 0 points Most recent by Quicken Kristina November 2024Investing (Windows)
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  INDEXES * 2nd Post *

  Closed dsmith5010 8 views 0 comments 0 points Started by dsmith5010 November 2024 Investing (Windows)
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  Investment Performance Report shows all equities: current holding and sold

  Answered Closed AMP 70 views 4 comments 0 points Most recent by Jim_Harman November 2024Investing (Windows)
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  Include month-end prices in all historical price updates

  Reviewed Jim_Harman 70 views 0 comments 13 points Started by Jim_Harman November 2024 Investments
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  Quicken Mac - Report of all investment transactions with open and closed lots

  Answered Closed Tzon 64 views 1 comment 0 points Most recent by Quicken Jasmine November 2024Investing (Mac)
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  How Can I Add a Missing CUSIP to a Mutual Fund?

  Answered Closed Walter Roth 61 views 2 comments 0 points Most recent by Walter Roth November 2024Investing (Windows)
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  What is the Best Report(s) for checking performance of Securities Purchased (Date or Date Range)

  Closed BRETTB 44 views 3 comments 0 points Most recent by BRETTB November 2024Investing (Windows)
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  Pay someone for custom / complex reports?

  Answered Closed MarcSnyder 41 views 1 comment 0 points Most recent by Jon October 2024Reports (Mac)
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  Account OverView->Holdings, Freeze column header [Edited]

  Reviewed Marshall 45 views 2 comments 5 points Most recent by Jim_Harman October 2024Investments
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  How to show Banking in Investments

  Answered willeaton 28 views 1 comment 0 points Most recent by RickO September 2024Investing (Mac)
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  Security Detail View - Easy way to lookup which accounts has the holdings

  Reviewed davidmarketing 92 views 6 comments 1 point Most recent by Jim_Harman September 2024Investments
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  Asset Allocation Share Balance Negative

  Closed Billy1 187 views 21 comments 0 points Most recent by q_lurker September 2024Reports (Windows)
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  Schedule B-Interest and Dividends Tax Report missing taxable dividends

  Closed crwalejr 187 views 5 comments 0 points Most recent by UKR September 2024Reports (Windows)
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  Capital Gains Report Grouped by Month or Quarter

  Reviewed Alexy 14 views 0 comments 1 point Started by Alexy September 2024 Investments
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  Investment Performance--Returns Year to Date

  Closed Gary R 40 views 1 comment 0 points Most recent by Quicken Kristina August 2024Investing (Windows)
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  Error in "Ave Annual Return" report

  Closed bcosterus 22 views 2 comments 0 points Most recent by q_lurker August 2024Reports (Windows)
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  How to fix transfer ESPP from one account to another?

  Answered Closed mikek753b 69 views 5 comments 0 points Most recent by Chris_QPW August 2024Investing (Windows)
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  Delete elusive orphan investing transaction

  Answered Closed jmeander312 47 views 5 comments 0 points Most recent by Jim_Harman August 2024Investing (Windows)
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  How do I remove a pension balance from my investments after it has converted to payments?

  Answered ✓ Closed cls4 90 views 6 comments 0 points Most recent by cls4 August 2024Questions about using the Community?