Investment Reports

Discussion List

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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 95 views 2 comments 10 points Most recent by jacobs April 2025Investments
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  Return of Capital transactions missing from Reports

  Closed cjim 33 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 44 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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  Investment Market Value Change Report

  Reviewed isonclubikin 23 views 2 comments 1 point Most recent by isonclubikin March 2025Reports
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  Bug Report: Incorrect Account Balances in "Account Balances Report" for Investments

  Closed bobandsherry82 617 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 313 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 39 views 1 comment 0 points Most recent by jacobs February 2025Reports (Mac)
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  2024 Estimated Tax Payments and Quicken's Tax Summary/Schedule Report For 2024 - Ongoing Issue

  Closed carlj07 473 views 13 comments 2 points Most recent by markus1957 February 2025Reports (Windows)
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  Investment Reports

  Closed DPW-CT 151 views 7 comments 0 points Most recent by Wyodad February 2025Investing (Mac)
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  Investment transaction report does not show $amount of CONTRIBX transactions

  Closed John McCoy 31 views 1 comment 0 points Most recent by Quicken Kristina February 2025Reports (Windows)
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  Income by Security Report is incorrect????

  Answered Closed JSJones 35 views 3 comments 0 points Most recent by Jim_Harman February 2025Errors and Troubleshooting (Windows)
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  Investment Performance Report Overall Total Erroneous Calculations

  Closed CaveCreek 142 views 5 comments 0 points Most recent by q_lurker February 2025Reports (Windows)
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  Issues with Portfolio Rebalancing with custom asset classes

  Closed Arctic Hare 134 views 9 comments 0 points Most recent by Chris_QPW February 2025Investing (Windows)
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  Errors in Investment Performance Report

  Closed q_lurker 116 views 5 comments 0 points Most recent by Quicken Jasmine February 2025Reports (Windows)
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  Cash balance on investment portfolio doesn't match register

  Closed David15 143 views 8 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Please Fix - Investment Report Issues (calcs off - BUG)

  Closed BRETTB 202 views 12 comments 1 point Most recent by BRETTB January 2025Reports (Windows)
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  Investing Activity Report does not agree with drill down popup reports (Bug Issue)

  Closed BRETTB 46 views 2 comments 0 points Most recent by BRETTB January 2025Reports (Windows)
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  What is best Report for Analyzing Performance on Covered Calls?

  Closed BRETTB 71 views 3 comments 0 points Most recent by BRETTB January 2025Investing (Windows)
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  Budget report fails to recognize linked checking account

  Closed Paul Smith2 73 views 3 comments 0 points Most recent by Paul Smith2 January 2025Reports (Windows)
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  Is there a way to exlude specific securities from a Net Worth report?

  Answered Closed barryi 53 views 4 comments 0 points Most recent by barryi January 2025Reports (Mac)
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  Reinvint action in brokerage account not working

  Closed Diana 43 views 2 comments 0 points Most recent by Diana January 2025Investing (Windows)
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  How to get account information for FBAR reports

  Answered Closed TJTex 359 views 8 comments 0 points Most recent by Quicken Anja January 2025FAQ'S (Windows)
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  Investment Account - Complete vs. Simple

  Answered Closed MSStateDawg 589 views 6 comments 0 points Most recent by Boatnmaniac January 2025Investing (Windows)
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  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)
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  On Customized Investment Fields/Columns Need more clarification on Some Fields

  Reviewed BRETTB 41 views 2 comments 1 point Most recent by BRETTB January 2025Reports
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  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered Closed leishirsute 59 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)
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  Portfolio Dashboard missing 1 fund

  Answered Closed Markhfx 72 views 4 comments 0 points Most recent by Markhfx December 2024All Things Canadian (Windows)
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  Portfolio value graph - display problem

  Answered Closed EugeneM 93 views 2 comments 0 points Most recent by EugeneM December 2024All Things Canadian (Windows)