Investment Reports

Discussion List

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  Investing Split Transaction not handled properly

  Closed Ed V 201 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 382 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 201 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 298 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 21 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 81 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 43 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 21 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 397 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 81 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 72 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 41 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 71 views 1 comment 0 points Most recent by q_lurker November 2023Reports (Windows)
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  portfolio value report

  Closed dan 130 51 views 1 comment 0 points Most recent by Chris_QPW November 2023Investing (Windows)
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  Why No Investment Reports in Quicken Mac

  Closed Yield Chaser 855 views 4 comments 5 points Most recent by Chris_QPW November 2023Reports (Mac)
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  Mac Classic IRR calculations appear to be Incorrect

  Closed Yield Chaser 92 views 1 comment 0 points Most recent by Yield Chaser November 2023Investing (Mac)
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  Are Quicken reports broken? "Memo contains" filter not working

  Closed JF73 533 views 20 comments 0 points Most recent by Scooterlam November 2023Reports (Windows)
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  Direct Investment Register Export to Excel .xsls files?

  Answered Closed wsalomon 82 views 4 comments 0 points Most recent by mshiggins November 2023Registers & Transactions (Windows)