Investment Reports

Discussion List

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  Fix Asset Class?

  Closed Chris Mead 151 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 169 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 12 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 15 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 199 views 25 comments 0 points Most recent by [Deleted User] August 2023Investing (Windows)
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  Split Investment Transactions on Investment Reports

  Closed [Deleted User] 59 views 4 comments 0 points Most recent by [Deleted User] August 2023Reports (Windows)
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  security report: cash invested is off by $0.01

  Answered Closed bobbakerarizona 35 views 1 comment 0 points Most recent by Mark1104 July 2023Reports (Windows)
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  Tax Lots Report for 1 Security in Multiple Accounts

  Closed MangoMan 176 views 6 comments 1 point Most recent by Mark1104 July 2023Reports (Windows)
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  Investment Performance Reporting

  Closed Cyclist 145 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 250 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 53 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 157 views 8 comments 0 points Most recent by Rick B June 2023All Things Canadian (Windows)
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  Report Exports

  Closed MSStateDawg 65 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 14 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 35 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 32 views 1 comment 0 points Most recent by Jim_Harman May 2023Investing (Windows)
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  accounts not showing performance

  Answered ✓ Closed Woody 53 131 views 4 comments 0 points Most recent by jacobs May 2023Investing (Mac)
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  Report Heading size for Subtotaled Reports

  Closed suepfister 43 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 660 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 811 views 6 comments 1 point Most recent by Quicken Kristina May 2023Investing (Windows)