Investment Reports

Issues with Portfolio Rebalancing with custom asset classes

Closed Arctic Hare 12 views 1 comment 0 points Most recent by Quicken Kristina April 2025All Things Canadian (Windows)

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 2025Reports (Windows)

Crypto price updates stopped working, plus development ideas for crypto price, tax, chart services

Closed Quicknator 114 views 0 comments 0 points Most recent by Quicknator April 2025Investing (Windows)

A bug on transaction exchange rate of lots when transferring shares between investment accounts?

Closed questionsforever 86 views 6 comments 0 points Most recent by questionsforever April 2025All Things Canadian (Windows)

10

New Investment Columns

Reviewed Steve29 97 views 2 comments 10 points Most recent by jacobs April 2025Investments

Return of Capital transactions missing from Reports

Closed cjim 33 views 2 comments 0 points Most recent by cjim March 2025Investing (Windows)

Investing -> Portfolio -> Asset Allocation Report

Answered Closed jeff.schmitz 45 views 3 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)

Issues with Portfolio Rebalancing with custom asset classes

Answered Closed Arctic Hare 61 views 4 comments 0 points Most recent by Quicken Kristina March 2025All Things Canadian (Windows)

1

Investment Market Value Change Report

Reviewed isonclubikin 26 views 2 comments 1 point Most recent by isonclubikin March 2025Reports

Bug Report: Incorrect Account Balances in "Account Balances Report" for Investments

Closed bobandsherry82 630 views 28 comments 0 points Most recent by leishirsute February 2025Reports (Windows)

Quicken Classic Premier R61.17: Investment Performance Report Error

Closed aks948a21 316 views 8 comments 0 points Most recent by aks948a21 February 2025Errors and Troubleshooting (Windows)

Bond Report (Maturity or list) using Quicken for Mac

Closed suricatodanlaf 40 views 1 comment 0 points Most recent by jacobs February 2025Reports (Mac)

2024 Estimated Tax Payments and Quicken's Tax Summary/Schedule Report For 2024 - Ongoing Issue

Closed carlj07 488 views 13 comments 2 points Most recent by markus1957 February 2025Reports (Windows)

Investment Reports

Closed DPW-CT 152 views 7 comments 0 points Most recent by Wyodad February 2025Investing (Mac)

Investment transaction report does not show $amount of CONTRIBX transactions

Closed John McCoy 36 views 1 comment 0 points Most recent by Quicken Kristina February 2025Reports (Windows)

Income by Security Report is incorrect????

Answered Closed JSJones 38 views 3 comments 0 points Most recent by Jim_Harman February 2025Errors and Troubleshooting (Windows)

Investment Performance Report Overall Total Erroneous Calculations

Closed CaveCreek 145 views 5 comments 0 points Most recent by q_lurker February 2025Reports (Windows)

Issues with Portfolio Rebalancing with custom asset classes

Closed Arctic Hare 135 views 9 comments 0 points Most recent by Chris_QPW February 2025Investing (Windows)

Errors in Investment Performance Report

Closed q_lurker 121 views 5 comments 0 points Most recent by Quicken Jasmine February 2025Reports (Windows)

Cash balance on investment portfolio doesn't match register

Closed David15 145 views 8 comments 0 points Most recent by q_lurker January 2025Investing (Windows)

Please Fix - Investment Report Issues (calcs off - BUG)

Closed BRETTB 204 views 12 comments 1 point Most recent by BRETTB January 2025Reports (Windows)

Investing Activity Report does not agree with drill down popup reports (Bug Issue)

Closed BRETTB 51 views 2 comments 0 points Most recent by BRETTB January 2025Reports (Windows)

What is best Report for Analyzing Performance on Covered Calls?

Closed BRETTB 74 views 3 comments 0 points Most recent by BRETTB January 2025Investing (Windows)

Budget report fails to recognize linked checking account

Closed Paul Smith2 75 views 3 comments 0 points Most recent by Paul Smith2 January 2025Reports (Windows)

Is there a way to exlude specific securities from a Net Worth report?

Answered Closed barryi 56 views 4 comments 0 points Most recent by barryi January 2025Reports (Mac)

Reinvint action in brokerage account not working

Closed Diana 43 views 2 comments 0 points Most recent by Diana January 2025Investing (Windows)

How to get account information for FBAR reports

Answered Closed TJTex 364 views 8 comments 0 points Most recent by Quicken Anja January 2025FAQ'S (Windows)

Investment Account - Complete vs. Simple

Answered Closed MSStateDawg 623 views 6 comments 0 points Most recent by Boatnmaniac January 2025Investing (Windows)

Portfolio update error first reported in 2019 seems to be fixed on rel 60.20.

Closed Justin Damerell 36 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Reports (Windows)

Investment Reports

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