Investment Reports

Discussion List

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  Treasury Bills Reported as capital Gain

  Closed jamesevh 5.7K views 8 comments 0 points Most recent by BillB5150 October 2023Investing (Mac)
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  No "Yield on Investment" information

  Answered Closed Jose 299 views 17 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
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  Value for Vanguard Total Bond Fund (VBTLX) very inflated

  Closed JennyGut50 15 views 1 comment 0 points Most recent by q_lurker October 2023Investing (Windows)
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  Summary of how much cash in each investment account (Q Mac)

  Answered ✓ Closed Ploooplooo 173 views 9 comments 0 points Most recent by Ploooplooo October 2023Reports (Mac)
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  How to create a report to summarize income from zero coupon Treasury bills

  Closed snsokstan 102 views 1 comment 0 points Most recent by Ploooplooo October 2023Reports (Mac)
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  How to assign CUSIP for Treasury Bond download info for offline account?

  Answered Closed mikek753b 693 views 7 comments 0 points Most recent by stanray October 2023Investing (Windows)
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  How to adjust cost basis of a stock position without changing cash balance?

  Closed questionsforever 233 views 4 comments 0 points Most recent by questionsforever October 2023All Things Canadian (Windows)
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  One Step Update can't seem to find AT&T

  Closed dougbugg 53 views 2 comments 0 points Most recent by q_lurker October 2023Investing (Windows)
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  How do I modify an existing report to separate 1 line into 2 AND add a new account?

  Answered Closed ejbucknell 124 views 16 comments 0 points Most recent by ejbucknell September 2023Reports (Windows)
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  Problem with Investment Income Report

  Closed GoChill 165 views 17 comments 0 points Most recent by Phil September 2023Reports (Windows)
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  Capital Gains report with CAD$ transaction exchange rate clicked does not update

  Closed questionsforever 34 views 0 comments 0 points Most recent by questionsforever September 2023All Things Canadian (Windows)
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  Day Gain/Loss Totals Incorrect

  Closed Stan Kardonsky 29 views 1 comment 0 points Most recent by jacobs September 2023Errors and Troubleshooting (Mac)
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  How does Quicken calculate the cost basis?

  Answered ✓ Closed Ed Vigdor 892 views 11 comments 0 points Most recent by Tom Young September 2023Investing (Mac)
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  R52.19 Tax Summary lists a Stock SOLDX as a Qualified Dividend

  Answered ✓ Closed lawrs21813 92 views 6 comments 0 points Most recent by mshiggins September 2023Investing (Windows)
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  Is there a portfolio value report that shows individual assets across accounts? (Q Mac)

  Answered ✓ Closed snsokstan 218 views 7 comments 0 points Most recent by jacobs September 2023Reports (Mac)
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  Investment Performance Report with "No Security (includes Cash)" selected

  Closed q_lurker 110 views 6 comments 3 points Most recent by Jim_Harman September 2023Reports (Windows)
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  Download more than 250 days of net worth to excel

  Answered Closed gaheld57 64 views 2 comments 0 points Most recent by gaheld57 September 2023Investing (Windows)
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  Fix Asset Class?

  Closed Chris Mead 142 views 5 comments -1 point Most recent by Chris Mead August 2023Investing (Mac)
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  Net worth report -$92-quadrillion after entering stock transaction(edited $)

  Closed Joe6 162 views 10 comments 0 points Most recent by UKR August 2023Reports (Windows)
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  Amount invested on investing/porfolio view doesn't match investment transactions report

  Closed bobbakerarizona 14 views 1 comment 0 points Most recent by q_lurker August 2023Investing (Windows)
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  How to force correct exchange rate in register without restarting program?

  Closed questionsforever 13 views 0 comments 0 points Most recent by questionsforever August 2023All Things Canadian (Windows)
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  Is there a way to sort portfolio view and cost basis report by values not alphabetical order?

  Closed questionsforever 190 views 25 comments 0 points Most recent by QWinUser August 2023Investing (Windows)