Investment Reports

Discussion List

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  Portfolio Graph - Weird After latest upgrade

  Closed johnkeast 21 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 51 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 105 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 846 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 61 views 5 comments 0 points Most recent by Everett May 2024Investing (Windows)
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  Quicken showing wrong stock price

  Answered Closed JoetheGoalie38 131 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 51 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 72 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 61 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 34 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 72 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 23 views 6 comments 0 points Most recent by spaman March 2024Reports (Windows)
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  Investment Holding Report

  Answered ✓ Closed cwiener 441 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)