Investment Reports

Discussion List

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  19

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  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.2K views 27 comments 19 points Most recent by Martimouse September 14Investments
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  23

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  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 620 views 19 comments 23 points Most recent by 26@harrich July 24Reports
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  7

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  Return of Capital should not be "Not Categorized" transaction (20 Legacy Votes)

  Reviewed Joseph Arden 416 views 28 comments 7 points Most recent by q_lurker June 6Investments
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  35

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  Select securities to graph from investment accounts

  Under Consideration jschaffe 809 views 20 comments 35 points Most recent by Quicken Anja January 24Investments
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  49
  Portfolio report for Q Mac (119 Legacy Votes)

  Planned Quicken Community 930 views 51 comments 49 points Most recent by jacobs October 2023Investments
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  11
  Add "Amount Invested" Column to Portfolio View [4 Merged]

  Planned Steve29 63 views 9 comments 11 points Most recent by jacobs September 2023Investments
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  62

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  View Price History graph for a Security (22 Legacy Votes)

  Under Consideration Wendy Schrandt 762 views 11 comments 62 points Most recent by redseagoby August 2023Investments
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  13

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  Daily Interval Graph for Net Worth and Portfolio

  Reviewed System 486 views 12 comments 13 points Most recent by Quicken Anja July 2023Investments
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  Treasury bill purchase inflating market value by 100X

  Closed RobertBetka 351 views 17 comments 0 points Most recent by prwilliams38 July 2023Investing (Mac)
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  BUG - Security sold or cleared to 0 shares but pennies remain in some reports

  Closed Tom39 104 views 1 comment 0 points Most recent by Tom39 July 2023Investing (Windows)
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  16

  Up
  Improve handling of hidden accounts in dropdown lists and selection dialogs

  Reviewed Jim_Harman 285 views 10 comments 16 points Most recent by Quicken Jayashree May 2023Product Enhancements
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  Sold Stock and Need to Split Out the Proceeds

  Answered ✓ Closed QuickMakesMeCrazy 103 views 2 comments 0 points Most recent by mshiggins April 2023Investing (Windows)
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  Required to Accept Downloaded Transactions that don't appear

  Closed TigerJoe 253 views 3 comments 0 points Most recent by Quicken Kristina April 2023Registers & Transactions (Windows)
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  Investment Partnership Distributions not reflecting in Summary report

  Closed cejacksoniii 34 views 0 comments 1 point Most recent by cejacksoniii April 2023Investing (Windows)