Investment Reports

Discussion List

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  Custom Investment Reports Using Tags [Edited]

  Reviewed M&C 34 views 3 comments 1 point Most recent by q_lurker December 2024Reports
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  basic math BUG in investment reports in quicken doesn't add up when using transaction exchange rate

  Closed questionsforever 61 views 4 comments 0 points Most recent by Quicken Kristina December 2024All Things Canadian (Windows)
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  Return Calcs: IP report v portfolio view returns when assets transferred between accounts

  Closed mtn_living 132 views 10 comments 0 points Most recent by Geo1104 December 2024Investing (Windows)
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  Feature Request: Show Actual Return in investment performance reports

  Reviewed AllanM 136 views 4 comments 5 points Most recent by AllanM December 2024Reports
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  Quicken for Mac downloading only mutual funds and Cash but not Fixed Income in single account

  Answered Closed KVP 41 views 3 comments 0 points Most recent by KVP December 2024Download, Add/Update Accounts (Mac)
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  Quicken's Investment Portfolio Report

  Closed jaxgab 51 views 2 comments 0 points Most recent by Quicken Kristina November 2024Download, Add/Update Accounts (Windows)
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  Asset Allocation Report STILL Shows Closed Positions

  Closed Burny 33 views 1 comment 0 points Most recent by Quicken Kristina November 2024Investing (Windows)
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  INDEXES * 2nd Post *

  Closed dsmith5010 1 view 0 comments 0 points Started by dsmith5010 November 2024 Investing (Windows)
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  Investment Performance Report shows all equities: current holding and sold

  Answered Closed AMP 72 views 4 comments 0 points Most recent by Jim_Harman November 2024Investing (Windows)
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  Include month-end prices in all historical price updates

  Reviewed Jim_Harman 72 views 0 comments 15 points Started by Jim_Harman November 2024 Investments
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  Quicken Mac - Report of all investment transactions with open and closed lots

  Answered Closed Tzon 63 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 83 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 41 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 41 views 1 comment 0 points Most recent by Jon October 2024Reports (Mac)
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  How to show Banking in Investments

  Answered willeaton 22 views 1 comment 0 points Most recent by RickO September 2024Investing (Mac)
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  Asset Allocation Share Balance Negative

  Closed Billy1 222 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 192 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 41 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 21 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 83 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 54 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 92 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 204 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 11 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 54 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 71 views 8 comments 0 points Most recent by jlukes July 2024Registers & Transactions (Windows)