Investment Reports

Discussion List

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  Direct Investment Register Export to Excel .xsls files?

  Answered Closed wsalomon 69 views 4 comments 0 points Most recent by mshiggins November 2023Registers & Transactions (Windows)
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  Investment Transaction report

  Answered Closed acs2 49 views 3 comments 0 points Most recent by acs2 November 2023Reports (Windows)
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  Dashboard "Portfolio Value" incorrect after account transition & account closed

  Closed rodney23 257 views 4 comments 1 point Most recent by mshiggins November 2023Errors and Troubleshooting (Windows)
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  Asset Allocation grouped by Account

  Answered Closed Brian Frederick 86 views 4 comments 0 points Most recent by Jim_Harman November 2023Investing (Windows)
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  Re: Portfolio XRAY - A significant number of securities are showing as "unclassified."

  Closed bw2 26 views 1 comment 0 points Most recent by Jim_Harman October 2023Investing (Windows)
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  Custom Report--category won't go away

  Answered ✓ Closed JimJ 114 views 5 comments 0 points Most recent by JimJ October 2023Errors and Troubleshooting (Windows)
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  I want to see a line graph of the total value of my investment portfolio over time

  Answered ✓ Closed Kroth 1.3K views 6 comments 0 points Most recent by Jim_Harman October 2023Reports (Windows)
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  Treasury Bills Reported as capital Gain

  Closed jamesevh 5.8K views 8 comments 0 points Most recent by BillB5150 October 2023Investing (Mac)
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  No "Yield on Investment" information

  Answered Closed Jose 336 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 12 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 223 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 104 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 737 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 277 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 125 views 16 comments 0 points Most recent by ejbucknell September 2023Reports (Windows)
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  Problem with Investment Income Report

  Closed GoChill 168 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 32 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 28 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 1K 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 245 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 121 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 63 views 2 comments 0 points Most recent by gaheld57 September 2023Investing (Windows)