Investment Reports

Investment Holdings Report

Answered Closed LMillsap1 56 views 2 comments 0 points Most recent by LMillsap1 December 2023Reports (Windows)

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)

2

Add INVEST AMT to report headers (Q Mac)

Reviewed Bill M 51 views 0 comments 2 points Most recent by Bill M December 2023Reports

Portfolio Value report shows incorrect share balance with 'Don't Subtotal' option

Answered Closed Qkn Premium 74 views 4 comments 0 points Most recent by Qkn Premium December 2023Reports (Windows)

3

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

Entering a company action involving stocks and cash

Closed InvSimply 41 views 1 comment 0 points Most recent by Tom Young December 2023Investing (Windows)

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)

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)

What does this message mean when doing a vaildation?

Closed Tiomasai 22 views 0 comments 0 points Most recent by Tiomasai December 2023Errors and Troubleshooting (Windows)

How to show LOT info of a past investment sale? -- in register or transaction report

Closed DT1 241 views 9 comments 0 points Most recent by DT1 December 2023Investing (Windows)

How to adjust the flow-through purchase date on cap gains report from mergers/spinoffs?

Closed questionsforever 82 views 6 comments 0 points Most recent by questionsforever December 2023Investing (Windows)

Old investment transactions did not have correct exchange rate - how to update?

Closed questionsforever 74 views 5 comments 0 points Most recent by Quicken Kristina December 2023All Things Canadian (Windows)

Investment report - inaccurate R53.17 (Q Win Canada)

Closed spiky 31 views 0 comments 0 points Most recent by spiky November 2023Reports (Windows)

Investment Reporting

Closed Rick B 61 views 2 comments 0 points Most recent by Diana November 2023All Things Canadian (Windows)

Investing report by Industry Category

Answered Closed danielmike 41 views 2 comments 0 points Most recent by danielmike November 2023Reports (Windows)

Quicken Reports giving incorrect information for investment that have associated splits

Closed MangoMan 73 views 1 comment 0 points Most recent by q_lurker November 2023Reports (Windows)

portfolio value report

Closed dan 130 51 views 1 comment 0 points Most recent by Chris_QPW November 2023Investing (Windows)

Why No Investment Reports in Quicken Mac

Closed Yield Chaser 594 views 4 comments 4 points Most recent by Chris_QPW November 2023Reports (Mac)

Mac Classic IRR calculations appear to be Incorrect

Closed Yield Chaser 64 views 1 comment 0 points Most recent by Yield Chaser November 2023Investing (Mac)

Are Quicken reports broken? "Memo contains" filter not working

Closed JF73 513 views 20 comments 0 points Most recent by Scooterlam November 2023Reports (Windows)

Direct Investment Register Export to Excel .xsls files?

Answered Closed wsalomon 61 views 4 comments 0 points Most recent by mshiggins November 2023Registers & Transactions (Windows)

Investment Transaction report

Answered Closed acs2 42 views 3 comments 0 points Most recent by acs2 November 2023Reports (Windows)

Dashboard "Portfolio Value" incorrect after account transition & account closed

Closed rodney23 216 views 4 comments 1 point Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)

Asset Allocation grouped by Account

Answered Closed Brian Frederick 58 views 4 comments 0 points Most recent by Jim_Harman November 2023Investing (Windows)

Re: Portfolio XRAY - A significant number of securities are showing as "unclassified."

Closed bw2 22 views 1 comment 0 points Most recent by Jim_Harman October 2023Investing (Windows)

Custom Report--category won't go away

Answered ✓ Closed JimJ 102 views 5 comments 0 points Most recent by JimJ October 2023Errors and Troubleshooting (Windows)

I want to see a line graph of the total value of my investment portfolio over time

Answered ✓ Closed Kroth 788 views 6 comments 0 points Most recent by Jim_Harman October 2023Reports (Windows)

Treasury Bills Reported as capital Gain

Closed jamesevh 5.6K views 8 comments 0 points Most recent by BillB5150 October 2023Investing (Mac)

No "Yield on Investment" information

Answered Closed Jose 275 views 17 comments 0 points Most recent by q_lurker October 2023Investing (Windows)

Investment Reports

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