Investment Reports

Discussion List

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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 147 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 56 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 146 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 71 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 65 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 36 views 3 comments 0 points Most recent by NotACPA April 2024Reports (Windows)
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  portfolio question

  Answered Closed wkwallst 41 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 80 views 1 comment 1 point Most recent by jacobs March 2024Reports (Mac)
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  Portfolio Value Report - Showing previously closed positions as open after R53.16

  Closed capicon 72 views 0 comments 0 points Most recent by capicon March 2024Installing and Updating (Windows)
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  Historical Report of Cash Value in both investing and bank accounts

  Answered Closed spaman 24 views 6 comments 0 points Most recent by spaman March 2024Reports (Windows)
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  Investment Holding Report

  Answered ✓ Closed cwiener 410 views 2 comments 0 points Most recent by cwiener March 2024Reports (Mac)
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  Square Brackets on Interest & Dividends Report

  Closed williamspl 32 views 0 comments 0 points Most recent by williamspl March 2024Reports (Windows)
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  More Significant Dashboard Challenges / Problems

  Closed JoelC 85 views 3 comments 0 points Most recent by JoelC March 2024All Things Canadian (Windows)
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  Portfolio Value report allows column selection, but not interval selection

  Closed wtd60 31 views 2 comments 0 points Most recent by wtd60 March 2024Reports (Windows)
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  Poor handling of Roth income and distributions. Particularly "Action" types.

  Closed atstephan3@ 106 views 3 comments -1 point Most recent by Tom Young March 2024Investing (Windows)
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  Account losing $30,000 when updating

  Answered Closed pmugavero 75 views 6 comments 0 points Most recent by pmugavero February 2024Errors and Troubleshooting (Windows)
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  a bug updating transaction exchange rate reports, does not 'stick'

  Answered ✓ Closed questionsforever 65 views 1 comment 1 point Most recent by Quicken Kristina February 2024All Things Canadian (Windows)
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  Investing.Quicken.Com - My investments don't show

  Closed tim.rohrer1 394 views 11 comments 0 points Most recent by unknown February 2024Investing (Mac)
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  Account Balance Report

  Closed JOHN PERRELLA 162 views 7 comments 0 points Most recent by mshiggins February 2024Reports (Windows)
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  strange bug - investment transaction report with 'transaction exchange rate' doesn't work.

  Answered Closed questionsforever 178 views 13 comments 1 point Most recent by pjmalouf February 2024All Things Canadian (Windows)
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  Quotes and Investment Headlines Updates

  Closed JoelC 814 views 75 comments 0 points Most recent by JoelC February 2024All Things Canadian (Windows)