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Posted by John Pollard on August 7, 2006, 9:25 am
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> John,
>
> Thanks for your idea of using the Net Worth report.
>
> I've now tried it and it works quite well, although there are
> some
> drawbacks. I didn't experience what you said about the weeks
> always
> ending on the same date, but I did find that they always seem
> to end on
> the same day of the week. This isn't too bad, but
> unfortunately I
> couldn't find a way to change the starting or ending day of
> the week
> for reporting.
>
> No matter what day/date combination I chose in the custom
> dates
> dropdown, the report always used the data for Saturday and
> fitted in
> 100 different data points to match the starting/ending
> parameters that
> I provided.
That is what I meant when I said the weeks always end on the
same date. No matter what starting or ending date you use,
weeks of the report will end on the same dates - to achieve
that, the first, and last weeks of the report may be short as
many as 6 days). The weekly interval is not measured from your
starting date.
> I was hoping that if I selected, for example, Monday start
> date and
> Monday end date or Friday start date and Friday end date, it
> would
> "oblige" by providing data for Mondays or Fridays
> respectively, but it
> doesn't. It gives the data for the first Monday and last
> Monday, as an
> example, but persists in reporting all the intermediate data
> for
> Saturdays.
If it could have done that, it could have provided results for
every day of the week (by running the report 5 times with 5
different start dates), and I would have noted that in my
earlier reply.
> I was unable to find any means of changing this default
> behaviour.
But also as I said, if you have correct prices for every day
that prices were available, it doesn't matter what day of the
week the report value's are for, they will represent correct
values for a date when prices were available. If a value has a
date that falls on Saturday, it will be the correct value for
the Friday before.
In the back of my head, I was thinking that Excel might have
some macro, or formula, that would change a weekend, or holiday,
date to the latest earlier non-weekend/holiday date (Sunday date
to the previous Friday date, for example). Or if all the dates
are for Saturday, I would think Excel would be able to simply
subtract 1 day from each of them making them all Friday dates..
> BTW, my Australian version of Quicken Personal Plus 2006 only
> exports
> from the Net Worth report in tab delimited format, and not csv
> format,
> but of course this is still easily imported into Excel.
My error; the same is true for US version. Report exports are
tab, not comma, delimited.
> Whatever, as you pointed out it is better than nothing, and
> for a
> relatively small amount of effort.
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