Investment Reports

Discussion List

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  Taxable and Sheltered Dividends Inaccurate in Reports

  Answered ✓ Closed neloe 43 views 6 comments 0 points Most recent by neloe January 9Errors and Troubleshooting (Mac)
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  Investment Report Improvements: Asset Performance Report & Asset Year Performance Report [Edited]

  Reviewed Renzo Bianchi 32 views 0 comments 1 point Started by Renzo Bianchi January 4 Investments
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  Income by Security Report

  Reviewed GTmem 42 views 6 comments 1 point Most recent by NotACPA December 2025Product Enhancements
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  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 55 views 4 comments 7 points Most recent by EDacho December 2025Investments
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  Add totals to the Investment performance report

  Reviewed Bob_L 12 views 1 comment 4 points Most recent by q_lurker December 2025Investments
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  How is investment return calculated?

  Answered Closed sneff30 92 views 7 comments 0 points Most recent by Chris_QPW November 2025Investing (Mac)
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  Investing - Portfolio Value by Security by [Time Interval]

  Reviewed bkinva 13 views 0 comments 2 points Most recent by bkinva November 2025Reports
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  investment Reports are really basic and inadequate in Quicken Mac

  Reviewed Yield Chaser 125 views 6 comments 19 points Most recent by jbirdy November 2025Investments
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  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 237 views 7 comments 4 points Most recent by emhamiltn October 2025Investments
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  Portfolio Value Error (persists for over 2 years!)

  Closed arlingpj 194 views 12 comments 0 points Most recent by Quicken Kristina October 2025Reports (Windows)
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  Capital Gains report from account register

  Reviewed davidmarketing 63 views 4 comments 1 point Most recent by Jim_Harman October 2025Reports
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  Investing->Portfolio: Add "Account Type" in Group By

  Reviewed piyushjain 12 views 1 comment 3 points Most recent by Jim_Harman October 2025Reports
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  How do I print or save a stock intersection report?

  Answered Closed jlukes 47 views 3 comments 0 points Most recent by q_lurker October 2025Budgeting and Planning Tools (Windows)
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  Ability to change the Start Date of the week

  Reviewed atsob 23 views 0 comments 2 points Most recent by atsob October 2025Reports
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  add DELETE button to the EDIT window of an investment transaction

  Reviewed LBJS 21 views 1 comment 2 points Most recent by BobS2 October 2025Investments
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  Investing Activity - Add Margin and Miscellaneous Expenses to this

  Reviewed BRETTB 14 views 0 comments 1 point Most recent by BRETTB September 2025Canada Windows
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  Incorrect account balance in investment performance report

  Closed MikeC331 42 views 2 comments 0 points Most recent by MikeC331 September 2025Investing (Windows)
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  Needs Investment ADVANCED ANALYTICS, not just BASIC TRACKING

  Reviewed NetWorthNinja 108 views 2 comments 2 points Most recent by Ray Cosner September 2025Investments
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  Investment report by Account Type (RRSP,TFSA,Non-reg) and subtotal by Asset Class

  Closed Miguel 21 views 1 comment 0 points Most recent by Quicken Anja September 2025All Things Canadian (Windows)
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  Need more Investment Reports in Q Mac

  Under Consideration DJU 553 views 13 comments 73 points Most recent by David Linkin September 2025Investments
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  Investing and taxes.

  Closed Ronald1955 41 views 2 comments 1 point Most recent by unknown September 2025Investing (Windows)
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  Add YTD Column to Investment Performance Report

  Reviewed hn14246 21 views 1 comment 2 points Most recent by Jim_Harman September 2025Reports
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  Why do I have inconsistent balances on one of my investment accounts

  Answered Closed Phawk 22 views 1 comment 0 points Most recent by Quicken Anja August 2025Reports (Windows)
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  Capital Gains Report -- Show sub-total by securities only, collapse individual transactions.

  Reviewed Misra 21 views 0 comments 6 points Most recent by Misra August 2025Reports
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  How best to track CDs - Investing and Banking

  Answered Closed Jonathan 82 views 1 comment 0 points Most recent by [Deleted User] August 2025Reports (Windows)
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  Investment goal report over time?

  Answered Closed FletchF15 25 views 3 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  Target Prices for Securities

  R Strax 16 views 0 comments 1 point Most recent by R Strax July 2025Investments
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  Single spreadsheet for all equities? (Q Mac)

  Answered Closed R Strax 71 views 4 comments 0 points Most recent by R Strax July 2025Investing (Mac)
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  Investment Performance Report

  Closed jaxgab 55 views 3 comments 1 point Most recent by Jim_Harman July 2025Reports (Windows)