Investment Reports

Discussion List

• 
  Balance information in sidebar for investment accounts

  Answered Closed Allan L. 109 views 5 comments 0 points Most recent by exchilango January 2024Errors and Troubleshooting (Mac)
• 
  Investing Split Transaction not handled properly

  Closed Ed V 193 views 6 comments 0 points Most recent by Ed V January 2024Investing (Windows)
• 
  Limited Asset Classes & Goals! Lack of Customization.

  Closed bmarin 115 views 2 comments 1 point Most recent by Chris_QPW January 2024Reports (Windows)
• 
  Synced Fidelity Account Shows Half Year Transactions

  Answered Closed Bobby Izquierdo 34 views 2 comments 0 points Most recent by Tom Young January 2024Investing (Windows)
• 
  How To Create Dividend Income Report For 2023?

  Answered ✓ Closed JSullG 360 views 2 comments 0 points Most recent by JSullG January 2024Reports (Windows)
• 
  Why isn't Quicken updating my Fidelity Magellan account?

  Answered ✓ Closed ejbucknell 206 views 3 comments 0 points Most recent by Boatnmaniac December 2023Download, Add/Update Accounts (Windows)
• 
  How might I find the sale date of a specific stock lot?

  Answered ✓ Closed ChicagoGuy 58 views 1 comment 0 points Most recent by q_lurker December 2023Investing (Windows)
• 
  Security Reports Customizing Changed?

  Answered ✓ Closed craig 275 views 20 comments 1 point Most recent by Chris_QPW December 2023Investing (Windows)
• 
  Merged: portfolio value report problem new

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

  Answered Closed LMillsap1 58 views 2 comments 0 points Most recent by LMillsap1 December 2023Reports (Windows)
• 
  does the performance tab and 'all accounts' include archived accounts?

  Closed questionsforever 22 views 0 comments 0 points Most recent by questionsforever December 2023Investing (Windows)
• 
  Portfolio Value report shows incorrect share balance with 'Don't Subtotal' option

  Answered Closed Qkn Premium 75 views 4 comments 0 points Most recent by Qkn Premium December 2023Reports (Windows)
• 
  Entering a company action involving stocks and cash

  Closed InvSimply 43 views 1 comment 0 points Most recent by Tom Young December 2023Investing (Windows)
• 
  BUG Early Access Investment Reports - All securities not included even though defaults to do so

  Closed ChicagoGuy 11 views 0 comments 0 points Most recent by ChicagoGuy December 2023Reports (Windows)
• 
  BUG - Early Access Reports - Investment Report is NOT for the date I selected in Reports & Graphs

  Closed ChicagoGuy 37 views 0 comments 0 points Most recent by ChicagoGuy December 2023Reports (Windows)
• 
  What does this message mean when doing a vaildation?

  Closed Tiomasai 26 views 0 comments 0 points Most recent by Tiomasai December 2023Errors and Troubleshooting (Windows)
• 
  How to show LOT info of a past investment sale? -- in register or transaction report

  Closed DT1 332 views 9 comments 0 points Most recent by DT1 December 2023Investing (Windows)
• 
  How to adjust the flow-through purchase date on cap gains report from mergers/spinoffs?

  Closed questionsforever 87 views 6 comments 0 points Most recent by questionsforever December 2023Investing (Windows)
• 
  Old investment transactions did not have correct exchange rate - how to update?

  Closed questionsforever 79 views 5 comments 0 points Most recent by Quicken Kristina December 2023All Things Canadian (Windows)
• 
  Investment report - inaccurate R53.17 (Q Win Canada)

  Closed spiky 35 views 0 comments 0 points Most recent by spiky November 2023Reports (Windows)
• 
  Investment Reporting

  Closed Rick B 65 views 2 comments 0 points Most recent by Diana November 2023All Things Canadian (Windows)
• 
  Investing report by Industry Category

  Answered Closed danielmike 44 views 2 comments 0 points Most recent by danielmike November 2023Reports (Windows)
• 
  Quicken Reports giving incorrect information for investment that have associated splits

  Closed MangoMan 74 views 1 comment 0 points Most recent by q_lurker November 2023Reports (Windows)
• 
  portfolio value report

  Closed dan 130 55 views 1 comment 0 points Most recent by Chris_QPW November 2023Investing (Windows)
• 
  Why No Investment Reports in Quicken Mac

  Closed Yield Chaser 818 views 4 comments 5 points Most recent by Chris_QPW November 2023Reports (Mac)
• 
  Mac Classic IRR calculations appear to be Incorrect

  Closed Yield Chaser 98 views 1 comment 0 points Most recent by Yield Chaser November 2023Investing (Mac)
• 
  Are Quicken reports broken? "Memo contains" filter not working

  Closed JF73 525 views 20 comments 0 points Most recent by Scooterlam November 2023Reports (Windows)