Investment Reports

Discussion List

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  no cost basis and average cost per share

  Answered Closed wkwallst 47 views 5 comments 0 points Most recent by wkwallst April 15Investing (Windows)
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  Investing Account - How to create a report shown deposits

  Answered Closed Photohex 31 views 3 comments 0 points Most recent by NotACPA April 3Reports (Windows)
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  portfolio question

  Answered Closed wkwallst 43 views 3 comments 0 points Most recent by Ps56k2 April 2Investing (Windows)
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  2

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  Capital Gains reports should include per share Unit Cost : Price : Gain/Loss

  Reviewed J_Rapp 41 views 2 comments 2 points Most recent by Quicken Anja March 30Investments
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  Ability to hide/show graph not available in Quicken for Mac

  Answered Closed Jeff Bater 68 views 1 comment 1 point Most recent by jacobs March 28Reports (Mac)
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  Portfolio Value Report - Showing previously closed positions as open after R53.16

  Closed capicon 75 views 0 comments 0 points Most recent by capicon March 19Installing and Updating (Windows)
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  Historical Report of Cash Value in both investing and bank accounts

  Answered Closed spaman 23 views 6 comments 0 points Most recent by spaman March 19Reports (Windows)
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  Investment Holding Report

  Answered ✓ Closed cwiener 151 views 2 comments 0 points Most recent by cwiener March 17Reports (Mac)
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  Square Brackets on Interest & Dividends Report

  Closed williamspl 31 views 0 comments 0 points Most recent by williamspl March 13Reports (Windows)
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  More Significant Dashboard Challenges / Problems

  Closed JoelC 79 views 3 comments 0 points Most recent by JoelC March 6All Things Canadian (Windows)
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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@ 80 views 3 comments -1 point Most recent by Tom Young March 1Investing (Windows)
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  Investing Activity Report -- improvements

  Reviewed q_lurker 54 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 58 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 319 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 742 views 75 comments 0 points Most recent by JoelC February 16All Things Canadian (Windows)
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  6

  Up
  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 52 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 67 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 54 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 122 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 160 views 4 comments 0 points Most recent by Ps56k2 February 5Download, Add/Update Accounts (Windows)