Investment Reports

Discussion List

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  Portfolio Value report allows column selection, but not interval selection

  Closed wtd60 31 views 2 comments 0 points Most recent by wtd60 March 3Reports (Windows)
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  Poor handling of Roth income and distributions. Particularly "Action" types.

  Closed atstephan3@ 77 views 3 comments -1 point Most recent by Tom Young March 1Investing (Windows)
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  Investing Activity Report -- improvements

  Reviewed q_lurker 49 views 0 comments 6 points Most recent by q_lurker February 26Investments
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  Account losing $30,000 when updating

  Answered Closed pmugavero 71 views 6 comments 0 points Most recent by pmugavero February 26Errors and Troubleshooting (Windows)
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  a bug updating transaction exchange rate reports, does not 'stick'

  Answered ✓ Closed questionsforever 53 views 1 comment 1 point Most recent by Quicken Kristina February 24All Things Canadian (Windows)
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  Investing.Quicken.Com - My investments don't show

  Closed tim.rohrer1 312 views 11 comments 0 points Most recent by unknown February 20Investing (Mac)
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  Account Balance Report

  Closed JOHN PERRELLA 163 views 7 comments 0 points Most recent by mshiggins February 19Reports (Windows)
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  strange bug - investment transaction report with 'transaction exchange rate' doesn't work.

  Answered Closed questionsforever 157 views 13 comments 1 point Most recent by pjmalouf February 17All Things Canadian (Windows)
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  Quotes and Investment Headlines Updates

  Closed JoelC 733 views 75 comments 0 points Most recent by JoelC February 16All Things Canadian (Windows)
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  6

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  improve asset allocation chart balance

  Reviewed danielsrc 31 views 1 comment 6 points Most recent by Jim_Harman February 15Display/UI
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  2

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  Portfolio Report Enhancement

  Reviewed mluck 51 views 3 comments 2 points Most recent by q_lurker February 11Product Enhancements
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  Portfolio value report shares times price wrong

  Closed FarmHills 41 views 4 comments 0 points Most recent by FarmHills February 11Reports (Windows)
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  Investment Partnership reports exclude Distribution transactions

  Closed bkinva 61 views 2 comments 0 points Most recent by bkinva February 11Errors and Troubleshooting (Windows)
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  How to Remove a Business Brokerage Account from a chart

  Answered Closed UserSinceDosVersion 71 views 5 comments 0 points Most recent by UserSinceDosVersion February 8Reports (Windows)
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  List of assets and value by account type (e.g. IRA, Roth, etc

  Closed M&C 52 views 4 comments 0 points Most recent by Tom Young February 7Budgeting and Planning Tools (Windows)
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  10

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  Ability to show projected dividend income for your portfolios.

  Reviewed patgamen 112 views 3 comments 10 points Most recent by patgamen February 7Investments
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  Export Daily Account Balance of Investment Account to CSV file

  Answered Yield Chaser 51 views 4 comments 1 point Most recent by jasonb885 February 6Investing (Mac)
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  Investments in Quicken do not match broker.

  Answered Closed 800FRobHall 144 views 4 comments 0 points Most recent by Ps56k2 February 5Download, Add/Update Accounts (Windows)
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  1

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  Like to be able to modified Investment Activity Report with new categories

  Reviewed BRETTB 45 views 4 comments 1 point Most recent by BRETTB February 5Reports
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  Investment report and Categories

  Closed BRETTB 82 views 5 comments 0 points Most recent by QuickUserPSP February 4Investing (Windows)
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  Some Investment Transactions can't add category/don't show or not in right category (possible BUG?)

  Closed BRETTB 44 views 1 comment 0 points Most recent by Rocket J Squirrel February 4Investing (Windows)
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  Negative share count

  Closed SeeCwriter 23 views 1 comment 0 points Most recent by Tom Young February 2Investing (Windows)
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  Robinhood - BRK.B shares are coming into Quicken as BRK.A shares

  Closed straightgoose 68 views 1 comment 0 points Most recent by Jim_Harman February 1Investing (Windows)
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  Reported amounts on some investment transactions don't match what is in the register?

  Closed r.l.thomas 21 views 1 comment 0 points Most recent by Jim_Harman January 29Reports (Windows)
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  why is investment transaction report blank field for currency?

  Answered Closed questionsforever 115 views 8 comments 0 points Most recent by questionsforever January 27All Things Canadian (Windows)
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  R54.9 Investing Crash

  Closed bmoore@ 21 views 1 comment 0 points Most recent by leishirsute January 26Errors and Troubleshooting (Windows)
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  Add Ticker Symbol to Account Balances Report

  Closed kratsmit 175 views 6 comments 0 points Most recent by kratsmit January 24Reports (Windows)
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  Percent Gain

  Closed DaveD2 52 views 5 comments 0 points Most recent by Jim_Harman January 22Investing (Windows)