Investment Reports

Discussion List

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  Tax Lots Report for 1 Security in Multiple Accounts

  Closed MangoMan 161 views 6 comments 1 point Most recent by Mark1104 July 2023Reports (Windows)
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  Investment Performance Reporting

  Closed Cyclist 122 views 10 comments 0 points Most recent by q_lurker July 2023Investing (Windows)
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  How to batch export open stock lot details from Investing tab to excel or csv?

  Closed questionsforever 189 views 2 comments 0 points Most recent by Jim_Harman July 2023Investing (Windows)
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  How to make investment performance only reflect currently owned lot?

  Answered Closed RSiggy 55 views 4 comments 0 points Most recent by RSiggy July 2023Investing (Windows)
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  One security does not display in portfolio view

  Answered ✓ Closed Rick B 150 views 8 comments 0 points Most recent by Rick B June 2023All Things Canadian (Windows)
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  Report Exports

  Closed MSStateDawg 61 views 2 comments 0 points Most recent by MSStateDawg June 2023Reports (Windows)
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  Investment Partnership Detail report excludes some transaction types (e.g. MiscInc)

  Closed steven.kerns 12 views 0 comments 1 point Most recent by steven.kerns June 2023Investing (Windows)
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  Pershing Government Account in IRA gives incorrect value to Net Worth Report

  Answered Closed beelbo 34 views 3 comments 0 points Most recent by Quicken Jasmine May 2023Investing (Mac)
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  Ability to show # of shares in a given security over time

  Closed Jon Foster 31 views 1 comment 0 points Most recent by Jim_Harman May 2023Investing (Windows)
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  accounts not showing performance

  Answered ✓ Closed Woody 53 105 views 4 comments 0 points Most recent by jacobs May 2023Investing (Mac)
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  Report Heading size for Subtotaled Reports

  Closed suepfister 41 views 3 comments 0 points Most recent by Quicken Kristina May 2023Reports (Windows)
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  How to view Investing Performance information using Quicken Deluxe Mac

  Answered ✓ Closed Jay Zenitsky 469 views 3 comments 1 point Most recent by Jay Zenitsky May 2023Investing (Mac)
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  Investment Performance report for Bonds

  Answered Closed Jonathan 115 views 3 comments 0 points Most recent by Boatnmaniac May 2023Investing (Windows)
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  How to use Roth 401k in paychecks?

  Closed mikek753b 726 views 6 comments 1 point Most recent by Quicken Kristina May 2023Investing (Windows)
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  Stock Cost Basis Column

  Answered ✓ Closed PeterWin 197 views 5 comments 0 points Most recent by PeterWin April 2023Investing (Windows)
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  Annual appeal

  Closed Microfiche 71 views 1 comment 0 points Most recent by Microfiche April 2023All Things Canadian (Windows)
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  Investment Activity Report (Q Mac)

  Closed David Linkin 377 views 2 comments 1 point Most recent by jacobs April 2023Reports (Mac)
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  Corrupted reports

  Closed acs2 63 views 5 comments 0 points Most recent by Jim_Harman April 2023Reports (Windows)
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  Incorrect Totals in report

  Closed acferrad 72 views 3 comments 0 points Most recent by sdawgone@gmail.com April 2023Reports (Windows)
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  Ability to Run All Reports in your Base Currency (for multi-currency users, Q Mac)

  Closed adsoft2015 76 views 5 comments 0 points Most recent by mark303 April 2023Reports (Mac)