UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev | Next
Author: jjcylk Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 10320  
Subject: Quicken reports Date: 4/4/2013 6:29 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 0
Here's hoping that Gene is reading this board.

i have input my portfolio to Quicken, I modified the "SECURITY TYPE" field to have the asset classes I use. Now for the report.

I did find a report that sorted on "SECURITY TYPE" so I used it & printed it. Looks like a good start but now to the analysis. I don't see a way to export the portfolio data so I could create a report that compares my actual asset proportion to my desired proportion.

I guess I could just type the sub-totals of each "SECURITY TYPE" into a excel worksheet, compute the formulas, compare actual to goal, then make adjustments as necessary ... but that is basically what I was doing with out Quicken.

As for my yearly budget vs actual, Quicken does provide me with some nice reports. I am not sure my wife likes how it shows our spending habits though. No one said converting to retirement would be a "cake walk".
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (3) | Ignore Thread Prev | Next

Announcements

2013 Feste Award Voting Begins!
Who will win the 2013 Feste Award? Vote now for the Fool that most exemplifies the Fool Community mission of Learning Together!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Post of the Day:
Tax Strategies

TMFPMarti-Feeling Good
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement