Investment Reports

Discussion List

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  Investment Performance Report Improvement: add last 5, 10, & 15 year options [Edited]

  Jeffspain 36 views 2 comments 1 point Most recent by Jeffspain February 27Investments
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  Income by Security report only gives a summary total.

  Closed david.wybo@gmail.com 22 views 1 comment 0 points Most recent by Quicken Laura February 23Errors and Troubleshooting (Windows)
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  Reporting on Return of Capital Transactions

  Answered Closed cjim 73 views 7 comments 0 points Most recent by cjim February 20Investing (Windows)
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  Include Total # of Shares on Security Report(s)

  Reviewed asher 31 views 2 comments 1 point Most recent by NotACPA February 9Reports
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  Unable to get a breakdown by account of Cash in various Investment accounts

  Answered ✓ Closed Tealeaf3 75 views 5 comments 0 points Most recent by Jim_Harman February 8All Things Canadian (Windows)
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  Wrong balance in Fidelity 401k investment account in net worth or account balances reports.

  Closed User121 22 views 2 comments 0 points Most recent by Quicken Anja January 17Reports (Windows)
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  Is there a way of quickly finding out which stock is in which account and how many

  Answered Closed pravchaw 24 views 1 comment 0 points Most recent by Jim_Harman January 16Investing (Windows)
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  Taxable and Sheltered Dividends Inaccurate in Reports

  Answered ✓ Closed neloe 44 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 36 views 0 comments 1 point Started by Renzo Bianchi January 4 Investments
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  Income by Security Report

  Reviewed GTmem 44 views 6 comments 1 point Most recent by NotACPA December 2025Product Enhancements
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  Multi-Currency Accounts and Investments Tracking

  Reviewed atsob 52 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 14 views 0 comments 2 points Most recent by bkinva November 2025Reports
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  Crypto Securities Not Listed in Price History Update Function, So Prices Not Updating

  Quicknator 238 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 61 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 11 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 49 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 21 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 12 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 41 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 105 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 22 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 564 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)