Investment Reports

Discussion List

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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 25 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 92 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 190 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 224 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 63 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. 94 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 150 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 91 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 217 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 236 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)
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  Investment Holdings Report

  Answered Closed LMillsap1 56 views 2 comments 0 points Most recent by LMillsap1 December 2023Reports (Windows)
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  does the performance tab and 'all accounts' include archived accounts?

  Closed questionsforever 21 views 0 comments 0 points Most recent by questionsforever December 2023Investing (Windows)
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  Add INVEST AMT to report headers (Q Mac)

  Reviewed Bill M 51 views 0 comments 2 points Most recent by Bill M December 2023Reports
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  Portfolio Value report shows incorrect share balance with 'Don't Subtotal' option

  Answered Closed Qkn Premium 72 views 4 comments 0 points Most recent by Qkn Premium December 2023Reports (Windows)
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  Please add tracking of foreign exchange gains or losses for investment accounts

  Reviewed questionsforever 63 views 4 comments 3 points Most recent by Chris_QPW December 2023Ideas for Canada Classic
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  Entering a company action involving stocks and cash

  Closed InvSimply 41 views 1 comment 0 points Most recent by Tom Young December 2023Investing (Windows)
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  BUG Early Access Investment Reports - All securities not included even though defaults to do so

  Closed ChicagoGuy 11 views 0 comments 0 points Most recent by ChicagoGuy December 2023Reports (Windows)
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  BUG - Early Access Reports - Investment Report is NOT for the date I selected in Reports & Graphs

  Closed ChicagoGuy 31 views 0 comments 0 points Most recent by ChicagoGuy December 2023Reports (Windows)
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  What does this message mean when doing a vaildation?

  Closed Tiomasai 21 views 0 comments 0 points Most recent by Tiomasai December 2023Errors and Troubleshooting (Windows)
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  How to show LOT info of a past investment sale? -- in register or transaction report

  Closed DT1 227 views 9 comments 0 points Most recent by DT1 December 2023Investing (Windows)