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Subject Author Date
Portfolio Value over time Lawrence Haber 10-28-2006
Posted by Lawrence Haber on October 29, 2006, 1:17 am
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>
> >I am using Quicken 2006 for Mac and I would like to see if
> >there is an
> > easy method to extract the daily value of an account for every
> > day
> > since, say, 2002.
> >
> > I'm essentially looking to create a graph, via Excel , in
> > which the x
> > axis would be time and the y-axis would be the account's
> > value.
> >
> > I don't see a method of doing this other than being very labor
> > intensive.
> >
> > I would appreciate your suggestions here.
>
> I probably can't be of much help because I use the Windows
> version of Quicken, but perhaps knowing what Quicken for Windows
> can do will give you some perspective.
>
> You can not do what you ask in Quicken for Windows.
>
> But I suspect that the fact you are asking the question you are
> asking is an indication that Q for the Mac can't do it either;
> since, if it were possible, I think it would be relatively
> simple to discover it.
>

Thanks I suspect you are correct and that there isn't a way to do this.

I am also a bit surprised that there aren't additional resources that
have been created by people out there to fill in the limited repoprting
and anal;ystics one gets from Quicken.

Or perhaps I've missed these?

Posted by John Pollard on October 29, 2006, 8:26 am
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> Thanks I suspect you are correct and that there isn't a way to
> do this.
>
> I am also a bit surprised that there aren't additional
> resources that
> have been created by people out there to fill in the limited
> repoprting
> and anal;ystics one gets from Quicken.
>
> Or perhaps I've missed these?

I don't recall hearing of much along those lines.

One reason, I think, is that Intuit has never released an API
for Quicken, as they have for QuickBooks.

But if you know an Excel wizard (or comparable), you might be
able to get something done. I think it would take a tab
delimited file of a Quicken Investment Transaction report,
coupled with an export of Quicken security prices to a QIF file.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by A Count on October 30, 2006, 1:46 am
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>> I am also a bit surprised that there aren't additional resources that
>> have been created by people out there to fill in the limited repoprting
>> and anal;ystics one gets from Quicken.
>> Or perhaps I've missed these?

> I don't recall hearing of much along those lines. One reason, I think, is
> that Intuit has never released an API for Quicken, as they have for
> QuickBooks. But if you know an Excel wizard (or comparable), you might be
> able to get something done. I think it would take a tab delimited file of
> a Quicken Investment Transaction report, coupled with an export of Quicken
> security prices to a QIF file.
>

Well to start with, create a new accounting in the software. Enter a
deposit, a buy, a sell, and a dividend. Now have W'ndows search for all
files created or modified on that day but don't just have W'ndows search for
all files find the configuration where W'ndows searches for all files
including those in hidden folders and in system folders.

Now look at the files with a text editor to get some idea what kind of files
they are...



Posted by Tivo'ed on November 18, 2006, 3:56 pm
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You should be able to do a Net Worth report and customize
with the accounts you want to track. Unfortunately the best
you can do is weekly, but over 4 years, a daily graph would be
pretty useless.

>I am using Quicken 2006 for Mac and I would like to see if there is an
> easy method to extract the daily value of an account for every day
> since, say, 2002.
>
> I'm essentially looking to create a graph, via Excel , in which the x
> axis would be time and the y-axis would be the account's value.
>
> I don't see a method of doing this other than being very labor
> intensive.
>
> I would appreciate your suggestions here.
>



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