Investment Reports

Discussion List

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  Errors in Investment Performance Report

  Closed q_lurker 121 views 5 comments 0 points Most recent by Quicken Jasmine February 2025Reports (Windows)
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  Cash balance on investment portfolio doesn't match register

  Closed David15 146 views 8 comments 0 points Most recent by q_lurker January 2025Investing (Windows)
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  Please Fix - Investment Report Issues (calcs off - BUG)

  Closed BRETTB 201 views 12 comments 1 point Most recent by BRETTB January 2025Reports (Windows)
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  Investing Activity Report does not agree with drill down popup reports (Bug Issue)

  Closed BRETTB 52 views 2 comments 0 points Most recent by BRETTB January 2025Reports (Windows)
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  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)
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  Budget report fails to recognize linked checking account

  Closed Paul Smith2 73 views 3 comments 0 points Most recent by Paul Smith2 January 2025Reports (Windows)
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  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)
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  Reinvint action in brokerage account not working

  Closed Diana 41 views 2 comments 0 points Most recent by Diana January 2025Investing (Windows)
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  How to get account information for FBAR reports

  Answered Closed TJTex 363 views 8 comments 0 points Most recent by Quicken Anja January 2025FAQ'S (Windows)
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  Investment Account - Complete vs. Simple

  Answered Closed MSStateDawg 647 views 6 comments 0 points Most recent by Boatnmaniac January 2025Investing (Windows)
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  Portfolio update error first reported in 2019 seems to be fixed on rel 60.20.

  Closed Justin Damerell 32 views 1 comment 0 points Most recent by Quicken Jasmine January 2025Reports (Windows)
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  Security Detail doesn't graph Reinvestments for Roth Accounts

  Answered Closed leishirsute 61 views 4 comments 0 points Most recent by leishirsute December 2024Investing (Windows)
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  Portfolio Dashboard missing 1 fund

  Answered Closed Markhfx 71 views 4 comments 0 points Most recent by Markhfx December 2024All Things Canadian (Windows)
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  Portfolio value graph - display problem

  Answered Closed EugeneM 96 views 2 comments 0 points Most recent by EugeneM December 2024All Things Canadian (Windows)
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  Investment performance for a security negatively impacted by dividends/capital gains

  Answered ✓ Closed Jonathan 92 views 9 comments 0 points Most recent by Jim_Harman December 2024Investing (Windows)
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  Maturity dates for bonds and cd report segmented by month/year due

  Answered Closed ajb328 81 views 5 comments 0 points Most recent by q_lurker December 2024Reports (Windows)
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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 136 views 10 comments 0 points Most recent by Geo1104 December 2024Investing (Windows)
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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 53 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 31 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 Most recent by dsmith5010 November 2024Investing (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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  15

  Up
  Include month-end prices in all historical price updates

  Reviewed Jim_Harman 74 views 0 comments 15 points Most recent by Jim_Harman November 2024Investments
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  Quicken Mac - Report of all investment transactions with open and closed lots

  Answered Closed Tzon 62 views 1 comment 0 points Most recent by Quicken Jasmine November 2024Investing (Mac)