Investment Reports

Discussion List

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  Like to be able to modified Investment Activity Report with new categories

  Reviewed BRETTB 41 views 4 comments 1 point Most recent by BRETTB February 5Reports
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  Investment report and Categories

  Closed BRETTB 88 views 5 comments 0 points Most recent by QuickUserPSP February 4Investing (Windows)
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  Some Investment Transactions can't add category/don't show or not in right category (possible BUG?)

  Closed BRETTB 41 views 1 comment 0 points Most recent by Rocket J Squirrel February 4Investing (Windows)
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  Negative share count

  Closed SeeCwriter 21 views 1 comment 0 points Most recent by Tom Young February 2Investing (Windows)
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  Robinhood - BRK.B shares are coming into Quicken as BRK.A shares

  Closed straightgoose 69 views 1 comment 0 points Most recent by Jim_Harman February 1Investing (Windows)
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  Reported amounts on some investment transactions don't match what is in the register?

  Closed r.l.thomas 21 views 1 comment 0 points Most recent by Jim_Harman January 29Reports (Windows)
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  why is investment transaction report blank field for currency?

  Answered Closed questionsforever 115 views 8 comments 0 points Most recent by questionsforever January 27All Things Canadian (Windows)
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  R54.9 Investing Crash

  Closed bmoore@ 21 views 1 comment 0 points Most recent by leishirsute January 26Errors and Troubleshooting (Windows)
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  Add Ticker Symbol to Account Balances Report

  Closed kratsmit 172 views 6 comments 0 points Most recent by kratsmit January 24Reports (Windows)
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  Percent Gain

  Closed DaveD2 52 views 5 comments 0 points Most recent by Jim_Harman January 22Investing (Windows)
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  Non-Home Currency Transactions Incorporate Contemporary Exchange Rate to Home Currency

  Reviewed Cycles 43 views 2 comments 2 points Most recent by rismanma January 19Manage Accounts and Transactions
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  Net Worth Report - Add Daily Interval Option & Increase Size Limit for Export to CSV

  Reviewed Yield Chaser 27 views 0 comments 1 point Most recent by Yield Chaser January 17Reports
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  Pop Up Reports - not seeing all columns and would like to retain last settings

  Closed BRETTB 21 views 1 comment 0 points Most recent by Quicken Anja January 17Investing (Windows)
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  Quicken prevents selling of all shares, suggests selling 1 share less

  Answered Closed nick.koch 102 views 1 comment 0 points Most recent by nick.koch January 14Investing (Windows)
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  Why does Quicken display my ROTH account Market Value incorrectly on the "Investing" tab?

  Answered ✓ Closed billflyer 196 views 2 comments 0 points Most recent by billflyer January 14Errors and Troubleshooting (Windows)
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  What's the best way to go about adding historical values for my 401(k) and IRAs?

  Closed sneff30 223 views 6 comments 0 points Most recent by sneff30 January 13Investing (Windows)
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  Investment performance Report - change the return calculation so it’s accurate for short timeframes.

  Reviewed PerryB 65 views 1 comment 1 point Most recent by Jim_Harman January 13Reports
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  Old securities showing in my saved reports

  Closed acferrad 21 views 0 comments 0 points Most recent by acferrad January 12Reports (Windows)
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  Balance information in sidebar for investment accounts

  Answered Closed Allan L. 96 views 5 comments 0 points Most recent by exchilango January 12Errors and Troubleshooting (Mac)
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  Investing Split Transaction not handled properly

  Closed Ed V 153 views 6 comments 0 points Most recent by Ed V January 9Investing (Windows)
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  Limited Asset Classes & Goals! Lack of Customization.

  Closed bmarin 95 views 2 comments 1 point Most recent by Chris_QPW January 7Reports (Windows)
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  Synced Fidelity Account Shows Half Year Transactions

  Answered Closed Bobby Izquierdo 31 views 2 comments 0 points Most recent by Tom Young January 3Investing (Windows)
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  How To Create Dividend Income Report For 2023?

  Answered ✓ Closed JSullG 242 views 2 comments 0 points Most recent by JSullG January 2Reports (Windows)
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  Why isn't Quicken updating my Fidelity Magellan account?

  Answered ✓ Closed ejbucknell 204 views 3 comments 0 points Most recent by Boatnmaniac December 2023Download, Add/Update Accounts (Windows)
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  How might I find the sale date of a specific stock lot?

  Answered ✓ Closed ChicagoGuy 52 views 1 comment 0 points Most recent by q_lurker December 2023Investing (Windows)
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  Security Reports Customizing Changed?

  Answered ✓ Closed craig 232 views 20 comments 1 point Most recent by Chris_QPW December 2023Investing (Windows)
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  Merged: portfolio value report problem new

  hmorton71 11 views 0 comments 0 points Most recent by hmorton71 December 2023Reports (Windows)