Investment Reports

2024 Estimated Tax Payments and Quicken's Tax Summary/Schedule Report For 2024 - Ongoing Issue

Closed carlj07 498 views 13 comments 2 points Most recent by markus1957 February 2025Reports (Windows)

Investment Reports

Closed DPW-CT 165 views 7 comments 0 points Most recent by Wyodad February 2025Investing (Mac)

Investment transaction report does not show $amount of CONTRIBX transactions

Closed John McCoy 34 views 1 comment 0 points Most recent by Quicken Kristina February 2025Reports (Windows)

Income by Security Report is incorrect????

Answered Closed JSJones 32 views 3 comments 0 points Most recent by Jim_Harman February 2025Errors and Troubleshooting (Windows)

Investment Performance Report Overall Total Erroneous Calculations

Closed CaveCreek 148 views 5 comments 0 points Most recent by q_lurker February 2025Reports (Windows)

Issues with Portfolio Rebalancing with custom asset classes

Closed Arctic Hare 143 views 9 comments 0 points Most recent by Chris_QPW February 2025Investing (Windows)

Errors in Investment Performance Report

Closed q_lurker 129 views 5 comments 0 points Most recent by Quicken Jasmine February 2025Reports (Windows)

Cash balance on investment portfolio doesn't match register

Closed David15 149 views 8 comments 0 points Most recent by q_lurker January 2025Investing (Windows)

Please Fix - Investment Report Issues (calcs off - BUG)

Closed BRETTB 208 views 12 comments 1 point Most recent by BRETTB January 2025Reports (Windows)

Investing Activity Report does not agree with drill down popup reports (Bug Issue)

Closed BRETTB 51 views 2 comments 0 points Most recent by BRETTB January 2025Reports (Windows)

What is best Report for Analyzing Performance on Covered Calls?

Closed BRETTB 73 views 3 comments 0 points Most recent by BRETTB January 2025Investing (Windows)

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)

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)

Reinvint action in brokerage account not working

Closed Diana 46 views 2 comments 0 points Most recent by Diana January 2025Investing (Windows)

How to get account information for FBAR reports

Answered Closed TJTex 370 views 8 comments 0 points Most recent by Quicken Anja January 2025FAQ'S (Windows)

Investment Account - Complete vs. Simple

Answered Closed MSStateDawg 672 views 6 comments 0 points Most recent by Boatnmaniac January 2025Investing (Windows)

Portfolio update error first reported in 2019 seems to be fixed on rel 60.20.

Closed Justin Damerell 35 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Reports (Windows)

Security Detail doesn't graph Reinvestments for Roth Accounts

Answered Closed leishirsute 67 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)

Portfolio Dashboard missing 1 fund

Answered Closed Markhfx 73 views 4 comments 0 points Most recent by Markhfx December 2024All Things Canadian (Windows)

Portfolio value graph - display problem

Answered Closed EugeneM 97 views 2 comments 0 points Most recent by EugeneM December 2024All Things Canadian (Windows)

Investment performance for a security negatively impacted by dividends/capital gains

Answered ✓ Closed Jonathan 99 views 9 comments 0 points Most recent by Jim_Harman December 2024Investing (Windows)

Maturity dates for bonds and cd report segmented by month/year due

Answered Closed ajb328 86 views 5 comments 0 points Most recent by q_lurker December 2024Reports (Windows)

basic math BUG in investment reports in quicken doesn't add up when using transaction exchange rate

Closed questionsforever 62 views 4 comments 0 points Most recent by Quicken Kristina December 2024All Things Canadian (Windows)

Return Calcs: IP report v portfolio view returns when assets transferred between accounts

Closed mtn_living 138 views 10 comments 0 points Most recent by Geo1104 December 2024Investing (Windows)

Quicken's Investment Portfolio Report

Closed jaxgab 58 views 2 comments 0 points Most recent by Quicken Kristina November 2024Download, Add/Update Accounts (Windows)

Investment Reports

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