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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
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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".
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