Investment Reports

Discussion List

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  Capital Gains Report -- Show sub-total by securities only, collapse individual transactions.

  Reviewed Misra 22 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 86 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 23 views 3 comments 0 points Most recent by Jim_Harman August 2025Investing (Windows)
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  Target Prices for Securities

  R Strax 12 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 72 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)
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  How to use Portfolio X-Ray for TreasuryDirect TBills? it fails

  Answered Closed mikek753b 84 views 4 comments 0 points Most recent by mikek753b July 2025Investing (Windows)
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  Is there a way to copy or export transactions in investing accounts completely?

  Answered Closed MauryJ 270 views 4 comments 0 points Most recent by MauryJ July 2025Investing (Mac)
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  Investment Performance Report: Ability to filter out securities that are not owned any more.

  Reviewed MarkCanada 11 views 0 comments 1 point Most recent by MarkCanada July 2025Canada Windows
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  Standard Definition of Calendar Quarter vs. IRS Quarter Definition

  Answered Closed Beijing Mac 132 views 10 comments 0 points Most recent by Chris_QPW July 2025Reports (Windows)
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  Totals in "Portfolio Value" report do not foot

  Closed dave344 55 views 5 comments 0 points Most recent by Jim_Harman June 2025Reports (Windows)
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  Reports Maturity Dates for Bonds and CDs

  Answered ✓ Closed rbuec88 35 views 1 comment 0 points Most recent by [Deleted User] June 2025Reports (Windows)
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  Investing Reports and Graphs Have Different Sums - should be identical

  Closed Pat Sills 32 views 2 comments 0 points Most recent by Pat Sills June 2025Investing (Windows)
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  Brokerage account should accept Business field in dividends and other transactions

  Reviewed suricatodanlaf 2 views 0 comments 2 points Most recent by suricatodanlaf June 2025Investments
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  Category report

  Answered Closed rockmskm 62 views 7 comments 0 points Most recent by UKR May 2025Reports (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 25 views 2 comments 0 points Most recent by Robhawaii April 2025Investing (Mac)
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  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)
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  Seeing Closed Discussions but Never like a Fix when there is a Bug??

  Closed BRETTB 53 views 3 comments 0 points Most recent by Jim_Harman April 2025Reports (Windows)
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  Crypto price updates stopped working, plus development ideas for crypto price, tax, chart services

  Closed Quicknator 129 views 0 comments 0 points Most recent by Quicknator April 2025Investing (Windows)
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  A bug on transaction exchange rate of lots when transferring shares between investment accounts?

  Closed questionsforever 84 views 6 comments 0 points Most recent by questionsforever April 2025All Things Canadian (Windows)
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  New Investment Columns

  Reviewed Steve29 105 views 2 comments 11 points Most recent by jacobs April 2025Investments
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  Return of Capital transactions missing from Reports

  Closed cjim 32 views 2 comments 0 points Most recent by cjim March 2025Investing (Windows)
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  Investing -> Portfolio -> Asset Allocation Report

  Answered Closed jeff.schmitz 45 views 3 comments 0 points Most recent by Jim_Harman March 2025Investing (Windows)
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  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)
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  Bug Report: Incorrect Account Balances in "Account Balances Report" for Investments

  Closed bobandsherry82 666 views 28 comments 0 points Most recent by leishirsute February 2025Reports (Windows)
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  Quicken Classic Premier R61.17: Investment Performance Report Error

  Closed aks948a21 321 views 8 comments 0 points Most recent by aks948a21 February 2025Errors and Troubleshooting (Windows)
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  Bond Report (Maturity or list) using Quicken for Mac

  Closed suricatodanlaf 48 views 1 comment 0 points Most recent by jacobs February 2025Reports (Mac)