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Posted by John Pollard on June 27, 2007, 1:50 pm
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Jack Mangrove wrote:
> wrote:
>> Jack Mangrove wrote:
>>> As far as I can tell, the price history lists in Quicken are
>>> for
>>> visual reference only, and the values do not automatically
>>> popluate
>>> any forms or functions, even where it would be very useful
>>> as
>>> in
>>> entering a buy transaction. So, if I gethistoricalprices
>>> from other
>>> sources, is there any reason for me to enter them in the
>>> price
>>> history
>>> lists in Quicken.
>>
>> The prices in your Quicken price history are used to value
>> your
>> securities: automatically.
>>
>> If you want to know what your IBM stock was worth a year ago,
>> you need a price/share in Quicken dated a year ago. If you
>> want
>> to see if the value of your Quicken holdings match the value
>> of
>> your holdings on your last brokerage statement, you need a
>> price/share for each security held at the brokerage as of the
>> date of that statement. If you want to see a graph of the
>> change in the value of your holdings over time, you need
>> price/share for the end of each period shown in the graph.
>>
>> So I think the Quicken historical prices are fairly useful.
> More about historical prices.
> I found a source of historical prices on Yahoo! Finance that
> is
> complete and can be downloaded as an Excel spreadsheet.
> Is there any way of getting that data into Quicken en masse
> instead of editing the
> Price History lists and entering individually?
Yes. Quicken can import prices from a .csv file, if they are
formatted according to Quicken specifications (which probably
means you would need to modify the file you download from
Yahoo).
Here are some examples of the .csv file formats that Quicken
recognizes (they're from Q2002 Help, but I do not believe the
allowable formats have changed):
ABC, 123.456
ABC, 123.456, 12/31/00
ABC 123.456 12/31/00
"ABC", 123.456, "12/31/00"
[I think that Quicken will also accept a 4 digit year in these
files, but it's been a while since I tested that.]
> This would be for
> periods in the past for which data is not available thru
> Quicken
> because it will only get one value per week.
--
John Pollard
First initial underscore Last name at mchsi dot com
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