Investment Reports

Discussion List

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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 22 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 609 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 312 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 31 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 461 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 34 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 141 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 114 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 141 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 201 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 42 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 72 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 42 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 355 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 572 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 33 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 58 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)
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  Portfolio Dashboard missing 1 fund

  Answered Closed Markhfx 71 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 92 views 2 comments 0 points Most recent by EugeneM December 2024All Things Canadian (Windows)
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  Graphing - Vertical axis control

  Reviewed kdedeluk 43 views 0 comments 2 points Started by kdedeluk December 2024 Canada Windows
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  Investment performance for a security negatively impacted by dividends/capital gains

  Answered ✓ Closed Jonathan 91 views 9 comments 0 points Most recent by Jim_Harman December 2024Investing (Windows)
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  Maturity dates for bonds and cd report segmented by month/year due

  Answered Closed ajb328 72 views 5 comments 0 points Most recent by q_lurker December 2024Reports (Windows)