Investment Reports

Discussion List

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  Portfolio value report shares times price wrong

  Closed FarmHills 46 views 4 comments 0 points Most recent by FarmHills February 2024Reports (Windows)
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  Investment Partnership reports exclude Distribution transactions

  Closed bkinva 110 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 71 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 53 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 191 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 76 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 233 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 183 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 56 views 1 comment 0 points Most recent by Rocket J Squirrel February 2024Investing (Windows)
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  Negative share count

  Closed SeeCwriter 22 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)
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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 126 views 8 comments 0 points Most recent by questionsforever January 2024All Things Canadian (Windows)
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  R54.9 Investing Crash

  Closed bmoore@ 22 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 189 views 6 comments 0 points Most recent by kratsmit January 2024Reports (Windows)
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  Percent Gain

  Closed DaveD2 73 views 5 comments 0 points Most recent by Jim_Harman January 2024Investing (Windows)
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  Pop Up Reports - not seeing all columns and would like to retain last settings

  Closed BRETTB 23 views 1 comment 0 points Most recent by Quicken Anja January 2024Investing (Windows)
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  Quicken prevents selling of all shares, suggests selling 1 share less

  Answered Closed nick.koch 156 views 1 comment 0 points Most recent by nick.koch January 2024Investing (Windows)
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  Why does Quicken display my ROTH account Market Value incorrectly on the "Investing" tab?

  Answered ✓ Closed billflyer 228 views 2 comments 0 points Most recent by billflyer January 2024Errors and Troubleshooting (Windows)
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  What's the best way to go about adding historical values for my 401(k) and IRAs?

  Closed sneff30 299 views 6 comments 0 points Most recent by sneff30 January 2024Investing (Windows)
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  Old securities showing in my saved reports

  Closed acferrad 22 views 0 comments 0 points Most recent by acferrad January 2024Reports (Windows)