Investment Reports

Discussion List

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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)
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  Portfolio Graph - Weird After latest upgrade

  Closed johnkeast 22 views 2 comments 0 points Most recent by johnkeast July 2024Reports (Mac)
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  Issues with Growth of $10K Dashboard Report - Display error after 3 year look back

  Closed Whojammers 53 views 4 comments 0 points Most recent by Whojammers July 2024Reports (Windows)
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  Investing / Allocation by Security

  Closed TLM-Q 22 views 4 comments 1 point Most recent by Quicken Kristina June 2024Investing (Mac)
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  Zero out investment account so does not change net worth reports for past activity

  Closed chazkov 44 views 5 comments 0 points Most recent by chazkov June 2024Investing (Windows)
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  Finding largest gain/loss per day for investments

  Answered Closed MichaelCortese 106 views 8 comments 0 points Most recent by MichaelCortese June 2024Reports (Windows)
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  Tracking Roth and Traditional contributions in one retirement account

  Closed jwillis84 870 views 15 comments 0 points Most recent by Jim_Harman June 2024Investing (Windows)
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  S-Corp shares cost basis adjustment

  Answered ✓ Closed Everett 64 views 5 comments 0 points Most recent by Everett May 2024Investing (Windows)
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  Quicken showing wrong stock price

  Answered Closed JoetheGoalie38 132 views 3 comments 0 points Most recent by JoetheGoalie38 May 2024Download, Add/Update Accounts (Windows)
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  The Community Meetup- April 2024 Edition

  Quicken Janean 8.9K views 3 comments 0 points Most recent by Darran_AUS May 2024The Community Meetup Newsletter
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  Investment Performance Incorrect

  Answered Closed Jamesnk1995 153 views 7 comments 0 points Most recent by Jim_Harman May 2024Investing (Windows)
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  portfolio FMV and ACB report does not show accurate FMV in balance column.

  Closed questionsforever 55 views 2 comments 0 points Most recent by questionsforever May 2024All Things Canadian (Windows)
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  Treasury Note bought/sold - Schwab vs. Quicken (edit)

  Closed dogwind 143 views 4 comments 0 points Most recent by Tom Young May 2024Investing (Windows)
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  No Reporting Across Different Currency Accounts??? (Quicken Canada for Mac Subscription)

  Closed Bee Cee 75 views 0 comments 1 point Most recent by Bee Cee May 2024All Things Canadian (Mac)
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  no cost basis and average cost per share

  Answered Closed wkwallst 62 views 5 comments 0 points Most recent by wkwallst April 2024Investing (Windows)
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  Investing Account - How to create a report shown deposits

  Answered Closed Photohex 39 views 3 comments 0 points Most recent by NotACPA April 2024Reports (Windows)
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  portfolio question

  Answered Closed wkwallst 42 views 3 comments 0 points Most recent by Ps56k2 April 2024Investing (Windows)
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  Ability to hide/show graph not available in Quicken for Mac

  Answered Closed Jeff Bater 78 views 1 comment 1 point Most recent by jacobs March 2024Reports (Mac)