Investment Reports

Discussion List

• 
  Investment Performance Incorrect

  Answered Closed Jamesnk1995 142 views 7 comments 0 points Most recent by Jim_Harman May 2024Investing (Windows)
• 
  portfolio FMV and ACB report does not show accurate FMV in balance column.

  Closed questionsforever 53 views 2 comments 0 points Most recent by questionsforever May 2024All Things Canadian (Windows)
• 
  Treasury Note bought/sold - Schwab vs. Quicken (edit)

  Closed dogwind 145 views 4 comments 0 points Most recent by Tom Young May 2024Investing (Windows)
• 
  1

  Up
  Portfolio view - additional features for "expand all" "collapse all"

  Reviewed rfore466 26 views 0 comments 1 point Most recent by rfore466 May 2024Display/UI
• 
  No Reporting Across Different Currency Accounts??? (Quicken Canada for Mac Subscription)

  Closed Bee Cee 66 views 0 comments 1 point Most recent by Bee Cee May 2024All Things Canadian (Mac)
• 
  4

  Up
  Historic Performance or Custom IRR, ROI, and Custom Graphs

  Reviewed dlmitts 28 views 1 comment 4 points Most recent by Quicken Kristina April 2024Investments
• 
  no cost basis and average cost per share

  Answered Closed wkwallst 61 views 5 comments 0 points Most recent by wkwallst April 2024Investing (Windows)
• 
  Investing Account - How to create a report shown deposits

  Answered Closed Photohex 39 views 3 comments 0 points Most recent by NotACPA April 2024Reports (Windows)
• 
  portfolio question

  Answered Closed wkwallst 47 views 3 comments 0 points Most recent by Ps56k2 April 2024Investing (Windows)
• 
  Ability to hide/show graph not available in Quicken for Mac

  Answered Closed Jeff Bater 79 views 1 comment 1 point Most recent by jacobs March 2024Reports (Mac)
• 
  Portfolio Value Report - Showing previously closed positions as open after R53.16

  Closed capicon 80 views 0 comments 0 points Most recent by capicon March 2024Installing and Updating (Windows)
• 
  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 2024Reports (Windows)
• 
  Investment Holding Report

  Answered ✓ Closed cwiener 336 views 2 comments 0 points Most recent by cwiener March 2024Reports (Mac)
• 
  Square Brackets on Interest & Dividends Report

  Closed williamspl 33 views 0 comments 0 points Most recent by williamspl March 2024Reports (Windows)
• 
  More Significant Dashboard Challenges / Problems

  Closed JoelC 89 views 3 comments 0 points Most recent by JoelC March 2024All Things Canadian (Windows)
• 
  Portfolio Value report allows column selection, but not interval selection

  Closed wtd60 31 views 2 comments 0 points Most recent by wtd60 March 2024Reports (Windows)
• 
  Poor handling of Roth income and distributions. Particularly "Action" types.

  Closed atstephan3@ 102 views 3 comments -1 point Most recent by Tom Young March 2024Investing (Windows)
• 
  Account losing $30,000 when updating

  Answered Closed pmugavero 72 views 6 comments 0 points Most recent by pmugavero February 2024Errors and Troubleshooting (Windows)
• 
  a bug updating transaction exchange rate reports, does not 'stick'

  Answered ✓ Closed questionsforever 67 views 1 comment 1 point Most recent by Quicken Kristina February 2024All Things Canadian (Windows)
• 
  Investing.Quicken.Com - My investments don't show

  Closed tim.rohrer1 367 views 11 comments 0 points Most recent by unknown February 2024Investing (Mac)
• 
  Account Balance Report

  Closed JOHN PERRELLA 168 views 7 comments 0 points Most recent by mshiggins February 2024Reports (Windows)
• 
  strange bug - investment transaction report with 'transaction exchange rate' doesn't work.

  Answered Closed questionsforever 176 views 13 comments 1 point Most recent by pjmalouf February 2024All Things Canadian (Windows)
• 
  Quotes and Investment Headlines Updates

  Closed JoelC 804 views 75 comments 0 points Most recent by JoelC February 2024All Things Canadian (Windows)