Investment Reports

Discussion List

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

  Closed questionsforever 81 views 6 comments 0 points Most recent by questionsforever December 2023Investing (Windows)
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  Old investment transactions did not have correct exchange rate - how to update?

  Closed questionsforever 72 views 5 comments 0 points Most recent by Quicken Kristina December 2023All Things Canadian (Windows)
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  Investment report - inaccurate R53.17 (Q Win Canada)

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

  Closed Rick B 63 views 2 comments 0 points Most recent by Diana November 2023All Things Canadian (Windows)
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  Investing report by Industry Category

  Answered Closed danielmike 42 views 2 comments 0 points Most recent by danielmike November 2023Reports (Windows)
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  Quicken Reports giving incorrect information for investment that have associated splits

  Closed MangoMan 72 views 1 comment 0 points Most recent by q_lurker November 2023Reports (Windows)
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  portfolio value report

  Closed dan 130 52 views 1 comment 0 points Most recent by Chris_QPW November 2023Investing (Windows)
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  Why No Investment Reports in Quicken Mac

  Closed Yield Chaser 560 views 4 comments 4 points Most recent by Chris_QPW November 2023Reports (Mac)
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  Mac Classic IRR calculations appear to be Incorrect

  Closed Yield Chaser 62 views 1 comment 0 points Most recent by Yield Chaser November 2023Investing (Mac)
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  Are Quicken reports broken? "Memo contains" filter not working

  Closed JF73 512 views 20 comments 0 points Most recent by Scooterlam November 2023Reports (Windows)
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  Direct Investment Register Export to Excel .xsls files?

  Answered Closed wsalomon 60 views 4 comments 0 points Most recent by mshiggins November 2023Registers & Transactions (Windows)
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  Investment Transaction report

  Answered Closed acs2 41 views 3 comments 0 points Most recent by acs2 November 2023Reports (Windows)
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  Dashboard "Portfolio Value" incorrect after account transition & account closed

  Closed rodney23 208 views 4 comments 1 point Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  Asset Allocation grouped by Account

  Answered Closed Brian Frederick 53 views 4 comments 0 points Most recent by Jim_Harman November 2023Investing (Windows)
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  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)
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  Custom Report--category won't go away

  Answered ✓ Closed JimJ 101 views 5 comments 0 points Most recent by JimJ October 2023Errors and Troubleshooting (Windows)
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  I want to see a line graph of the total value of my investment portfolio over time

  Answered ✓ Closed Kroth 734 views 6 comments 0 points Most recent by Jim_Harman October 2023Reports (Windows)
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  Treasury Bills Reported as capital Gain

  Closed jamesevh 5.6K views 8 comments 0 points Most recent by BillB5150 October 2023Investing (Mac)
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  No "Yield on Investment" information

  Answered Closed Jose 275 views 17 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
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  Value for Vanguard Total Bond Fund (VBTLX) very inflated

  Closed JennyGut50 12 views 1 comment 0 points Most recent by q_lurker October 2023Investing (Windows)
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  Summary of how much cash in each investment account (Q Mac)

  Answered ✓ Closed Ploooplooo 126 views 9 comments 0 points Most recent by Ploooplooo October 2023Reports (Mac)
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  How to create a report to summarize income from zero coupon Treasury bills

  Closed snsokstan 91 views 1 comment 0 points Most recent by Ploooplooo October 2023Reports (Mac)
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  How to assign CUSIP for Treasury Bond download info for offline account?

  Answered Closed mikek753b 630 views 7 comments 0 points Most recent by stanray October 2023Investing (Windows)
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  How to adjust cost basis of a stock position without changing cash balance?

  Closed questionsforever 178 views 4 comments 0 points Most recent by questionsforever October 2023All Things Canadian (Windows)
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  One Step Update can't seem to find AT&T

  Closed dougbugg 51 views 2 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
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  How do I modify an existing report to separate 1 line into 2 AND add a new account?

  Answered Closed ejbucknell 123 views 16 comments 0 points Most recent by ejbucknell September 2023Reports (Windows)
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  Problem with Investment Income Report

  Closed GoChill 153 views 17 comments 0 points Most recent by Phil September 2023Reports (Windows)
• 
  Capital Gains report with CAD$ transaction exchange rate clicked does not update

  Closed questionsforever 32 views 0 comments 0 points Most recent by questionsforever September 2023All Things Canadian (Windows)