Investment Reports

Discussion List

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  Portfolio Value Report - Showing previously closed positions as open after R53.16

  Closed capicon 73 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 25 views 6 comments 0 points Most recent by spaman March 2024Reports (Windows)
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  Investment Holding Report

  Answered ✓ Closed cwiener 448 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 84 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@ 104 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 73 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 63 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 406 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 207 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 898 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 43 views 4 comments 0 points Most recent by FarmHills February 2024Reports (Windows)
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  Investment Partnership reports exclude Distribution transactions

  Closed bkinva 103 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 73 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 3 comments 1 point Most recent by jasonb885 February 2024Investing (Mac)
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  Investments in Quicken do not match broker.

  Answered Closed 800FRobHall 247 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 197 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 57 views 1 comment 0 points Most recent by Rocket J Squirrel February 2024Investing (Windows)
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  Negative share count

  Closed SeeCwriter 26 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 75 views 1 comment 0 points Most recent by Jim_Harman February 2024Investing (Windows)