Investment Reports

Discussion List

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  Quicken Mac - Report of all investment transactions with open and closed lots

  Answered Closed Tzon 68 views 1 comment 0 points Most recent by Quicken Jasmine November 2024Investing (Mac)
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  How Can I Add a Missing CUSIP to a Mutual Fund?

  Answered Closed Walter Roth 76 views 2 comments 0 points Most recent by Walter Roth November 2024Investing (Windows)
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  What is the Best Report(s) for checking performance of Securities Purchased (Date or Date Range)

  Closed BRETTB 44 views 3 comments 0 points Most recent by BRETTB November 2024Investing (Windows)
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  Pay someone for custom / complex reports?

  Answered Closed MarcSnyder 43 views 1 comment 0 points Most recent by Jon October 2024Reports (Mac)
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  How to show Banking in Investments

  Answered willeaton 25 views 1 comment 0 points Most recent by RickO September 2024Investing (Mac)
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  Asset Allocation Share Balance Negative

  Closed Billy1 202 views 21 comments 0 points Most recent by q_lurker September 2024Reports (Windows)
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  Schedule B-Interest and Dividends Tax Report missing taxable dividends

  Closed crwalejr 195 views 5 comments 0 points Most recent by UKR September 2024Reports (Windows)
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  Investment Performance--Returns Year to Date

  Closed Gary R 42 views 1 comment 0 points Most recent by Quicken Kristina August 2024Investing (Windows)
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  Error in "Ave Annual Return" report

  Closed bcosterus 22 views 2 comments 0 points Most recent by q_lurker August 2024Reports (Windows)
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  How to fix transfer ESPP from one account to another?

  Answered Closed mikek753b 80 views 5 comments 0 points Most recent by Chris_QPW August 2024Investing (Windows)
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  Delete elusive orphan investing transaction

  Answered Closed jmeander312 52 views 5 comments 0 points Most recent by Jim_Harman August 2024Investing (Windows)
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  How do I remove a pension balance from my investments after it has converted to payments?

  Answered ✓ Closed cls4 94 views 6 comments 0 points Most recent by cls4 August 2024Questions about using the Community?
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  Early Access Report Customization became unusable for me as of R56.9

  Closed jmaino 193 views 12 comments 0 points Most recent by jmaino August 2024Reports (Windows)
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  Asset Allocation Report STILL Shows Closed Positions

  Closed Burny 13 views 1 comment 0 points Most recent by Quicken Jasmine July 2024Investing (Windows)
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  Working with the "Maturity Dates for Bonds and CDs" Report

  Closed 26@harrich 50 views 2 comments 0 points Most recent by 26@harrich July 2024Investing (Windows)
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  Broadcom post split pricing begun too soon in Quicken Classic

  Answered ✓ Closed jlukes 74 views 8 comments 0 points Most recent by jlukes July 2024Registers & Transactions (Windows)
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  Portfolio Graph - Weird After latest upgrade

  Closed johnkeast 25 views 2 comments 0 points Most recent by johnkeast July 2024Reports (Mac)
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  Issues with Growth of $10K Dashboard Report - Display error after 3 year look back

  Closed Whojammers 54 views 4 comments 0 points Most recent by Whojammers July 2024Reports (Windows)
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  Investing / Allocation by Security

  Closed TLM-Q 26 views 4 comments 1 point Most recent by Quicken Kristina June 2024Investing (Mac)
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  Zero out investment account so does not change net worth reports for past activity

  Closed chazkov 44 views 5 comments 0 points Most recent by chazkov June 2024Investing (Windows)
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  Finding largest gain/loss per day for investments

  Answered Closed MichaelCortese 100 views 8 comments 0 points Most recent by MichaelCortese June 2024Reports (Windows)
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  Tracking Roth and Traditional contributions in one retirement account

  Closed jwillis84 702 views 15 comments 0 points Most recent by Jim_Harman June 2024Investing (Windows)
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  S-Corp shares cost basis adjustment

  Answered ✓ Closed Everett 64 views 5 comments 0 points Most recent by Everett May 2024Investing (Windows)
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  Quicken showing wrong stock price

  Answered Closed JoetheGoalie38 135 views 3 comments 0 points Most recent by JoetheGoalie38 May 2024Download, Add/Update Accounts (Windows)