Investment Reports

Discussion List

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  More Significant Dashboard Challenges / Problems

  Closed JoelC 83 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 32 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@ 103 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 72 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 62 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 404 views 11 comments 0 points Most recent by unknown February 2024Investing (Mac)
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  Account Balance Report

  Closed JOHN PERRELLA 173 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 206 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 894 views 75 comments 0 points Most recent by JoelC February 2024All Things Canadian (Windows)
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  Portfolio value report shares times price wrong

  Closed FarmHills 42 views 4 comments 0 points Most recent by FarmHills February 2024Reports (Windows)
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  Investment Partnership reports exclude Distribution transactions

  Closed bkinva 101 views 2 comments 0 points Most recent by bkinva February 2024Errors and Troubleshooting (Windows)
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  How to Remove a Business Brokerage Account from a chart

  Answered Closed UserSinceDosVersion 72 views 5 comments 0 points Most recent by UserSinceDosVersion February 2024Reports (Windows)
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  List of assets and value by account type (e.g. IRA, Roth, etc

  Closed M&C 52 views 4 comments 0 points Most recent by Tom Young February 2024Budgeting and Planning Tools (Windows)
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  13

  Up
  Ability to show projected dividend income for your portfolios.

  Reviewed patgamen 195 views 3 comments 13 points Most recent by patgamen February 2024Investments
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  Export Daily Account Balance of Investment Account to CSV file

  Answered Yield Chaser 77 views 4 comments 1 point Most recent by jasonb885 February 2024Investing (Mac)
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  Investments in Quicken do not match broker.

  Answered Closed 800FRobHall 243 views 4 comments 0 points Most recent by Ps56k2 February 2024Download, Add/Update Accounts (Windows)
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  Investment report and Categories

  Closed BRETTB 194 views 5 comments 0 points Most recent by [Deleted User] February 2024Investing (Windows)
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  Some Investment Transactions can't add category/don't show or not in right category (possible BUG?)

  Closed BRETTB 55 views 1 comment 0 points Most recent by Rocket J Squirrel February 2024Investing (Windows)
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  Negative share count

  Closed SeeCwriter 25 views 1 comment 0 points Most recent by Tom Young February 2024Investing (Windows)
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  Robinhood - BRK.B shares are coming into Quicken as BRK.A shares

  Closed straightgoose 74 views 1 comment 0 points Most recent by Jim_Harman February 2024Investing (Windows)
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  Reported amounts on some investment transactions don't match what is in the register?

  Closed r.l.thomas 22 views 1 comment 0 points Most recent by Jim_Harman January 2024Reports (Windows)
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  why is investment transaction report blank field for currency?

  Answered Closed questionsforever 121 views 8 comments 0 points Most recent by questionsforever January 2024All Things Canadian (Windows)
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  R54.9 Investing Crash

  Closed bmoore@ 21 views 1 comment 0 points Most recent by leishirsute January 2024Errors and Troubleshooting (Windows)
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  Add Ticker Symbol to Account Balances Report

  Closed kratsmit 187 views 6 comments 0 points Most recent by kratsmit January 2024Reports (Windows)