Investment Reports

Discussion List

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  Why does Quicken display my ROTH account Market Value incorrectly on the "Investing" tab?

  Answered ✓ Closed billflyer 235 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 309 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 21 views 0 comments 0 points Most recent by acferrad January 2024Reports (Windows)
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  Balance information in sidebar for investment accounts

  Answered Closed Allan L. 117 views 5 comments 0 points Most recent by exchilango January 2024Errors and Troubleshooting (Mac)
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  Investing Split Transaction not handled properly

  Closed Ed V 203 views 6 comments 0 points Most recent by Ed V January 2024Investing (Windows)
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  Limited Asset Classes & Goals! Lack of Customization.

  Closed bmarin 121 views 2 comments 1 point Most recent by Chris_QPW January 2024Reports (Windows)
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  Synced Fidelity Account Shows Half Year Transactions

  Answered Closed Bobby Izquierdo 31 views 2 comments 0 points Most recent by Tom Young January 2024Investing (Windows)
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  How To Create Dividend Income Report For 2023?

  Answered ✓ Closed JSullG 363 views 2 comments 0 points Most recent by JSullG January 2024Reports (Windows)
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  Why isn't Quicken updating my Fidelity Magellan account?

  Answered ✓ Closed ejbucknell 202 views 3 comments 0 points Most recent by Boatnmaniac December 2023Download, Add/Update Accounts (Windows)
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  How might I find the sale date of a specific stock lot?

  Answered ✓ Closed ChicagoGuy 51 views 1 comment 0 points Most recent by q_lurker December 2023Investing (Windows)
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  Security Reports Customizing Changed?

  Answered ✓ Closed craig 282 views 20 comments 1 point Most recent by Chris_QPW December 2023Investing (Windows)
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  Merged: portfolio value report problem new

  hmorton71 11 views 0 comments 0 points Most recent by hmorton71 December 2023Reports (Windows)
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  Investment Holdings Report

  Answered Closed LMillsap1 51 views 2 comments 0 points Most recent by LMillsap1 December 2023Reports (Windows)
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  does the performance tab and 'all accounts' include archived accounts?

  Closed questionsforever 23 views 0 comments 0 points Most recent by questionsforever December 2023Investing (Windows)
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  Portfolio Value report shows incorrect share balance with 'Don't Subtotal' option

  Answered Closed Qkn Premium 74 views 4 comments 0 points Most recent by Qkn Premium December 2023Reports (Windows)
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  Entering a company action involving stocks and cash

  Closed InvSimply 41 views 1 comment 0 points Most recent by Tom Young December 2023Investing (Windows)
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  BUG Early Access Investment Reports - All securities not included even though defaults to do so

  Closed ChicagoGuy 12 views 0 comments 0 points Most recent by ChicagoGuy December 2023Reports (Windows)
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  BUG - Early Access Reports - Investment Report is NOT for the date I selected in Reports & Graphs

  Closed ChicagoGuy 31 views 0 comments 0 points Most recent by ChicagoGuy December 2023Reports (Windows)
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  What does this message mean when doing a vaildation?

  Closed Tiomasai 22 views 0 comments 0 points Most recent by Tiomasai December 2023Errors and Troubleshooting (Windows)
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  How to show LOT info of a past investment sale? -- in register or transaction report

  Closed DT1 354 views 9 comments 0 points Most recent by DT1 December 2023Investing (Windows)
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  How to adjust the flow-through purchase date on cap gains report from mergers/spinoffs?

  Closed questionsforever 83 views 6 comments 0 points Most recent by questionsforever December 2023Investing (Windows)
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  Old investment transactions did not have correct exchange rate - how to update?

  Closed questionsforever 74 views 5 comments 0 points Most recent by Quicken Kristina December 2023All Things Canadian (Windows)
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  Investment report - inaccurate R53.17 (Q Win Canada)

  Closed spiky 31 views 0 comments 0 points Most recent by spiky November 2023Reports (Windows)
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  Investment Reporting

  Closed Rick B 61 views 2 comments 0 points Most recent by Diana November 2023All Things Canadian (Windows)
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  Investing report by Industry Category

  Answered Closed danielmike 45 views 2 comments 0 points Most recent by danielmike November 2023Reports (Windows)
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  Quicken Reports giving incorrect information for investment that have associated splits

  Closed MangoMan 72 views 1 comment 0 points Most recent by q_lurker November 2023Reports (Windows)