Investment Reports

Discussion List

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  Is there a way to copy or export transactions in investing accounts completely?

  Answered Closed MauryJ 136 views 4 comments 0 points Most recent by MauryJ July 20Investing (Mac)
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  Investment Performance Report: Ability to filter out securities that are not owned any more.

  Reviewed MarkCanada 12 views 0 comments 1 point Started by MarkCanada July 2 Canada Windows
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  Standard Definition of Calendar Quarter vs. IRS Quarter Definition

  Answered Closed Beijing Mac 99 views 10 comments 0 points Most recent by Chris_QPW July 2Reports (Windows)
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  Totals in "Portfolio Value" report do not foot

  Closed dave344 56 views 5 comments 0 points Most recent by Jim_Harman June 30Reports (Windows)
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  Reports Maturity Dates for Bonds and CDs

  Answered ✓ Closed rbuec88 37 views 1 comment 0 points Most recent by [Deleted User] June 20Reports (Windows)
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  Investing Reports and Graphs Have Different Sums - should be identical

  Closed Pat Sills 38 views 2 comments 0 points Most recent by Pat Sills June 14Investing (Windows)
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  Brokerage account should accept Business field in dividends and other transactions

  Reviewed suricatodanlaf 2 views 0 comments 2 points Started by suricatodanlaf June 7 Investments
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  Category report

  Answered Closed rockmskm 64 views 7 comments 0 points Most recent by UKR May 14Reports (Windows)
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  Sold SCHG ETF after 4 for 1 stock split and Realized Gain/Loss report showing multiple losses

  Answered Closed Robhawaii 24 views 2 comments 0 points Most recent by Robhawaii April 29Investing (Mac)
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  Allow Symbol to be added in View/Columns in Tax Reports

  Reviewed KenC 1 view 0 comments 1 point Started by KenC April 25 Product Enhancements
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  Issues with Portfolio Rebalancing with custom asset classes

  Closed Arctic Hare 13 views 1 comment 0 points Most recent by Quicken Kristina April 14All Things Canadian (Windows)
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  Seeing Closed Discussions but Never like a Fix when there is a Bug??

  Closed BRETTB 52 views 3 comments 0 points Most recent by Jim_Harman April 13Reports (Windows)
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  Crypto price updates stopped working, plus development ideas for crypto price, tax, chart services

  Closed Quicknator 97 views 0 comments 0 points Started by Quicknator April 11 Investing (Windows)
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  A bug on transaction exchange rate of lots when transferring shares between investment accounts?

  Closed questionsforever 81 views 6 comments 0 points Most recent by questionsforever April 8All Things Canadian (Windows)
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  New Investment Columns

  Reviewed Steve29 94 views 2 comments 9 points Most recent by jacobs April 5Investments
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  Return of Capital transactions missing from Reports

  Closed cjim 35 views 2 comments 0 points Most recent by cjim March 19Investing (Windows)
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  Investing -> Portfolio -> Asset Allocation Report

  Answered Closed jeff.schmitz 44 views 3 comments 0 points Most recent by Jim_Harman March 8Investing (Windows)
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  Issues with Portfolio Rebalancing with custom asset classes

  Answered Closed Arctic Hare 57 views 4 comments 0 points Most recent by Quicken Kristina March 7All Things Canadian (Windows)
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  Investment Market Value Change Report

  Reviewed isonclubikin 24 views 2 comments 1 point Most recent by isonclubikin March 5Reports
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  Bug Report: Incorrect Account Balances in "Account Balances Report" for Investments

  Closed bobandsherry82 573 views 28 comments 0 points Most recent by leishirsute February 26Reports (Windows)
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  Quicken Classic Premier R61.17: Investment Performance Report Error

  Closed aks948a21 304 views 8 comments 0 points Most recent by aks948a21 February 24Errors and Troubleshooting (Windows)
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  Bond Report (Maturity or list) using Quicken for Mac

  Closed suricatodanlaf 37 views 1 comment 0 points Most recent by jacobs February 21Reports (Mac)
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  2024 Estimated Tax Payments and Quicken's Tax Summary/Schedule Report For 2024 - Ongoing Issue

  Closed carlj07 421 views 13 comments 2 points Most recent by markus1957 February 17Reports (Windows)
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  Investment Reports

  Closed DPW-CT 154 views 7 comments 0 points Most recent by Wyodad February 16Investing (Mac)
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  Investment transaction report does not show $amount of CONTRIBX transactions

  Closed John McCoy 33 views 1 comment 0 points Most recent by Quicken Kristina February 15Reports (Windows)
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  Income by Security Report is incorrect????

  Answered Closed JSJones 32 views 3 comments 0 points Most recent by Jim_Harman February 10Errors and Troubleshooting (Windows)
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  Investment Performance Report Overall Total Erroneous Calculations

  Closed CaveCreek 147 views 5 comments 0 points Most recent by q_lurker February 7Reports (Windows)
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  Issues with Portfolio Rebalancing with custom asset classes

  Closed Arctic Hare 119 views 9 comments 0 points Most recent by Chris_QPW February 6Investing (Windows)