Investment Reports

Discussion List

• 
  Investment Cash Account does not match statement, Split ContribX entries

  DonBoy 75 views 8 comments 0 points Most recent by Quicken Kristina February 13Investing (Windows)
• 
  Why are my downloaded Charles Schwab IRA accounts balances consistently incorrect?

  Answered dhall92026 7 views 1 comment 0 points Most recent by NotACPA February 3Download, Add/Update Accounts (Windows)
• 
  Quicken Built in Investment Reports

  MrZipp 27 views 2 comments 0 points Most recent by MrZipp February 3Investing (Windows)
• 
  20

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

  Reviewed RonBask 4.6K views 29 comments 20 points Most recent by skeleton567 January 26Investments
• 
  5

  Up
  FBAR Report Improvements Needed

  Reviewed JHawk1984 104 views 13 comments 5 points Most recent by BK January 21Reports
• 
  7

  Up
  Support for TIPS (Treasury Inflation Protected Securities)

  Reviewed SirDodo 311 views 8 comments 7 points Most recent by TedQacct January 7Investments
• 
  "Navigation to the webpage was canceled"

  Answered ✓ Closed Shannon M M 40 views 3 comments 0 points Most recent by Shannon M M December 2025Errors and Troubleshooting (Windows)
• 
  4

  Up
  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 125 views 8 comments 4 points Most recent by Rob328 December 2025Investments
• 
  bond and taxes status in quicken

  Closed JDB 41 views 4 comments 0 points Most recent by JDB December 2025Investing (Windows)
• 
  How to record advisor fees in quicken for Mac to impact Rate of return

  Answered Closed Qkndufus 43 views 4 comments 0 points Most recent by Jon December 2025Investing (Mac)
• 
  Online Center does not show "Holdings" and other tabs for Fidelity accounts

  Closed skavsan 52 views 6 comments 0 points Most recent by skavsan October 2025Registers & Transactions (Windows)
• 
  US shares sold in the Canadian version

  Answered Closed pouky 22 views 5 comments 0 points Most recent by pouky October 2025Errors and Troubleshooting (Windows)
• 
  Stock Donations to Charity

  Closed daleziegler 157 views 10 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
• 
  Portfolio Value & Account Balance Reports show incorrect amount

  Closed Ken A 155 views 6 comments 0 points Most recent by Ken A September 2025Reports (Windows)
• 
  YTD Investment Performance Report

  Closed hn14246 113 views 5 comments 0 points Most recent by Quicken Anja September 2025Investing (Windows)
• 
  Incorrect account value in investment report but correct value in account bar?

  Answered Closed Dhays 71 views 3 comments -1 point Most recent by Quicken Kristina August 2025Investing (Windows)
• 
  What Report shows the ordinary income earned from a Stock Option Exercise?

  Answered Closed jrm 41 views 4 comments 0 points Most recent by jrm August 2025Investing (Windows)
• 
  30

  Up
  Bond Maturity report needs improvement [edited]

  Reviewed q_lurker 957 views 23 comments 30 points Most recent by mwada August 2025Reports
• 
  1

  Up
  Enhancement to report, "Income by Security"

  Reviewed 20Jk23 12 views 0 comments 1 point Started by 20Jk23 July 2025 Investments
• 
  Brokerage Account Investment Dividends NOT appearing on Taxable Income YTD

  Closed kolbeman 111 views 12 comments 0 points Most recent by kolbeman July 2025Investing (Windows)
• 
  Maturity Dates for Bonds and CDs Reports Displays Erroneous Data

  Answered Closed telecomdh 74 views 6 comments 0 points Most recent by Jim_Harman July 2025Errors and Troubleshooting (Windows)
• 
  Modifying items in the Growth of $10K "My Accounts" list

  Answered ✓ Closed acentam 51 views 5 comments 0 points Most recent by acentam June 2025Investing (Windows)
• 
  50
  Portfolio report for Q Mac (119 Legacy Votes)

  Planned Quicken Community 1.1K views 55 comments 50 points Most recent by dipe_c June 2025Investments
• 
  You already have a security with that name

  Answered Closed kayakor 35 views 2 comments 0 points Most recent by q_lurker June 2025Investing (Windows)
• 
  Is there a way to sort the list of portfolio views?

  Answered ✓ Closed Marvin Gardens 25 views 2 comments 0 points Most recent by Jim_Harman June 2025Investing (Windows)
• 
  Security Comparison Mismatch due to rounding?

  Answered Closed Chris3 52 views 3 comments 0 points Most recent by NotACPA May 2025Investing (Windows)
• 
  Account Overview (Holdings) displays sold fund with a negative value

  Answered Closed steveogetsatis 21 views 3 comments 0 points Most recent by [Deleted User] May 2025Investing (Windows)
• 
  Navigation to the webpage was cancelled

  Closed gwforit 166 views 7 comments 1 point Most recent by Quicken Kristina April 2025Errors and Troubleshooting (Windows)
• 
  Accurate Asset Classes

  Closed usnavy1610 31 views 1 comment 0 points Most recent by jacobs April 2025Investing (Mac)