I’m happy to report that the migration to the new portfolio system is complete.This new system applies to Quicken Windows 2006, 2007 and 2008.
If you want more information about this transition, or if you are experiencing any issues with the new portfolio, please post them in the thread here. This will keep all of the issues in one place, which means we can gather and fix them a lot sooner--
Thanks--
Quicken Kathryn
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New Quicken.com Investing and Quotes Download Aug 30, 2008 01:03 pm
This post is about: Quicken Premier 2006
Railing against Intuit as a company is likely to have as much effect as pushing on a rope, spinning a wheel. The company is vastly proud of being selected as the most admired software company in 2007 by Fortune magazine. See:
Rank among Computer Software: 1 Address: 2700 Coast Avenue Mountain View, CA, 94043 Phone: 650-944-6000
Most Admired Companies
Eight key attributes of reputation/Industry rank Innovation/2 People management/1 Use of corporate assets/1 Social responsibility/1 Quality of management/1 Financial soundness/4 Long-term investment/2 Quality of products/services/1
[Note that "Customer Centric attitude" is not an attribute used by Fortune in ranking these companies].
My apologies in raising this community's blood pressure but those are the facts. Prior to being appointed CEO in January this year, Brad Smith ran the Quicken group within Intuit so I'm sure he's glad not to have to deal directly with these problems. He might be able to fire his successor, though.
Perhaps a flood of calls to him at 650-944-6000 and e-mails, coupled with a flag waving march past of disgruntled users will encourage more resources to be put on this problem.
New Quicken.com Investing and Quotes Download Aug 30, 2008 01:08 pm
This post is about: Quicken Deluxe 2006
Amen, i say. I use 2006 and thought that maybe an update to 2009 is in order, but when my incoming price changes with the daily percent in my portfolio was off by tens of thousands of dollars, I think not.
At first, I thought it was my large sized transaction portfolio, I think I will sit tight. I have been using Quicken since 1994 but it may be time to look at Microsoft Money.
New Quicken.com Investing and Quotes Download Aug 30, 2008 02:25 pm
This post is about: Quicken Premier 2008
The only way to resolve the download error(s) in Quicken 2009 is to go back to Quicken 2008 and retrieve the datafile (s) that was saved prior to installation of Quicken 2009.
Quicken should do a better job of quality control. This is my worse upgrade experience since 1991.
New Quicken.com Investing and Quotes Download Aug 30, 2008 05:27 pm
This post is about: Quicken Premier 2008
Yes, "selling" upgrade 2009 with major errors in the software is a disgrace for Intuit and Quicken.
Even a beta edition should have a reasonable level of quality control checking before it is released. All 2008 users are getting messages to upgrade to 2009. Don't do it until Quicken "gets its act together". I wasted over two hours, removing Quicken 2009 Premier and reinstalling Quicken 2008. Now my work is correct and my beginning of year balances, etc. are correct.
New Quicken.com Investing and Quotes Download Aug 30, 2008 07:22 pm
This post is about: Quicken Deluxe 2008
hi, I also use Morningstar...if I don't get my old one page Quicken view back then prob will stick w my combination of Yahoo Finance and Morningstar. I will check out the ones you mentioned.
Thank you
New Quicken.com Investing and Quotes Download Aug 31, 2008 12:14 am
This post is about: Quicken Online
I own Quicken 2001 Deluxe, Quicken 2004 and Quicken 2007. I have never used any of the software. I only bought it to be able to continue using the online portfolio. I have been using it for years to track our brokerage and IRA accounts. The ease of being able to see all of your stocks on one page and the gain or loss for the day and overall was really unique! I also have a portfolio at Yahoo for our Canadian stocks so I can watch them trading during the day. I went to Yahoo and made new portfolios for all our accounts there. Then I decided to put all our stocks in one portfolio. It does limit you to 200 entries per portfolio and there are 16 column choices. I put all our stocks in alphabetical order which allows you to see all the same stocks together in the different accounts. Also there is a column you can add for notes. I added it to the end of the row and put the name of the brokerage firm so we could see which account the stock is in. Now we can see all our stocks on one page and the gain and loss for the day and overall. I had started trying to do one portfolio for all our stocks at Google, but it was harder for me to do and I did not like the look as well. The only green they use on the page is for the price change, but all your losses show up in red. Not a pretty site! Yahoo shows all your gains in green! They also show all the recent news at the bottom of the page. Best of all Yahoo is free and unless Quicken can give us back our page I probably want be buying any more of their software. Hope this helps someone else!
New Quicken.com Investing and Quotes Download Aug 31, 2008 07:40 am
This post is about: Quicken Online
I didn't think you had to buy their software to use the Quicken.com. There are so many free sites out there that if that is all I was doing I would never buy Quicken. I like Quicken because I can do the same thing with tracking daily gains or losses but I don't have to broadcast my portfolio onto the internet. This HISTORY thing has me really upset. This is not the first time they have screwed it up. Quicken is supposed to be the specialists in this area and I am tired of their mess ups.
Hi All, I want to give you a status update on where we are at with the historical quotes issues. The engineering team has determined the problem is not in the core application. We are now checking the databases and working with our data feeds providers to find the root cause. The team is aggressivly working on this and considers it to be a high priority issue to get resolved. As I learn more I will update you. Please remember that sometimes you will get incorrect values and other times you will get correct values. This is one of the reasons it has been really hard in determining the root cause. I apologize for the difficulties it has given to many of you. Dale
Relates to Quicken 2009:
Dale, some more information that may be helpful in tracking down the problem and coming to a resolution:
Spent some time experimenting with updates last night and results were as follows:
1. Downloading historical quotes does not replace an incorrect price in the price history - i.e., if, for example, there is an incorrect price for 8/22 in the QPH file, re-downloading correct historical prices will not replace the incorrect price.
2. Deleted incorrect price history for 8/22 and 8/25-28, then downloaded historical prices for month -- correct price history was filled in for empty information. Tried this for several securities with same results with one exception in my test set, namely, AT&T, which twice filled in missing price history data with incorrect information. AT&T finally updated with correct historical data when I completely rebuilt my QPH file, as described below.
3. However, if you delete incorrect price history and download quotes before downloading historical prices, then missing price history data is filled with incorrect information. (This suggests that "download quotes" is doing more than just providing the most recent prices and that something in the process may be corrupting the QPH file.)
4. The foregoing steps for correcting the corrupted price history data are problematical for users who have large portfolios with several hundred separate securities. (It took me almost two hours to delete the incorrect price histories just for my stocks beginning with "A", since you have to go one by one into each stock's price history to delete the corrupt data.) Accordingly, I have rebuilt my QPH file in the following manner (perhaps another user can suggest an easier method - is there any way to directly manipulate the QPH file, as you could if it had an Excel or other spreadsheet file structure?):
a. using QPH Processor (a free utility which you can find by searching that title in these Forums), I extracted the 8/29 prices for all securities, which are correct, to a .cvs file;
b. renamed existing QPH file by changing extension to .old (saves the data and can be restored by changing extension back to .qph);
c. restarted Quicken which creates new, blank QPH file;
d. imported the 8/29 prices using the .cvs file created in step a.;
e. downloaded historical prices for the month;
f. checked my portfolio, and when everything appeared to have downloaded properly (even AT&T now had the correct price history information for 8/22 and 8/25-28), I downloaded historical prices for the past 2 years. Again, all seems to have downloaded properly.
5. There is one significant problem with the rebuilt QPH file - price histories for bonds and investments that aren't publicly traded are missing. These are usually updated from your broker's records. For these holdings, I had to edit the price histories to provide the 8/29 prices, but all the prior data is missing. Does anyone know a way to extract the price histories for bonds and non-publicly traded investments from the old QPH file and import them into the rebuilt file?
6. I now have a rebuilt price history file with the correct data for 8/22 and 8/25-28, but with missing information for bonds and non-publicly traded investments, and I can view real results in my various accounts and portfolio as a whole for those dates. But what will happen when I download quotes at the end of the day on Tuesday? I will have my fingers crossed and hope that all the work I did will not be undone by another corrupt download. Rest assured that I intend to back up my QPH file before I hit the "download quotes" button, and from now on I will make a backup of the QPH file at the end of each day.
New Quicken.com Investing and Quotes Download Aug 31, 2008 08:59 am
This post is about: Quicken Online
Yes, I did have to buy the software in order to be able to continue using the online portfolio. I would get a message on the sign in screen that I needed to update my software that after a certain date I would no longer be able to use the online portfolio. I would have to buy the software and register it on my computer in order to continue using the online portfolio. I don't know any free sites that allow me to view all my my individual portfolios, all my transactions, the daily and overall loss or gain of my individual portfolios, and the daily and overall loss and gain of all my portfolios besides the online portfolio that quicken no longer has. If anyone knows one please let me know. I also would not go to a free site and put in personal information without registering and signing in. And, when you create a portfolio at a free site how would anyone really know whether you really own those stocks even if they were able to hack into your account. I had never seen the note column at yahoo before and I was leery of putting in the name of the brokerage firm so I did not put in the actual name. It is also nice when traveling because you do not have to sign in to your actual accounts and worry about someone stealing your sign in information. If someone hacks into my online portfolios there is nothing there for them to steal. Most all our trades or long term trades. We are not daily traders. The only time I check the history of a stock is when I am not sure I got the best deal on a trade. Maybe I should have been using the software, but the online portfolio suited our needs. I would be willing to pay a "small" subscription fee to continue using it!
New Quicken.com Investing and Quotes Download Aug 31, 2008 09:06 am
This post is about: Quicken Premier 2008
JPG wrote:
5. There is one significant problem with the rebuilt QPH file - price histories for bonds and investments that aren't publicly traded are missing. These are usually updated from your broker's records. For these holdings, I had to edit the price histories to provide the 8/29 prices, but all the prior data is missing. Does anyone know a way to extract the price histories for bonds and non-publicly traded investments from the old QPH file and import them into the rebuilt file?
Hi Joseph,
See this post for info on creating a price import file that you can use to rebuild your bond and other prices. You should be able to extract your bond prices using the QPH processor utility.
One caveat, using the above method in the last week or so, some volumes failed to import - no error messages, the prices import but not the volumes. Good luck, Mary
Mary: I noticed that lack of volume import issue also - with QW2009. Is that what you were running? I know your prior description (the link) worked fully in QW2007.
JPG: I you can also export prices to a QIF file, massage the data and import as a csv file. No time to find the link to the details right now. That method can still be labor intensive especially for many securities and a long history. Further, I tend to agree with your suggestions about QPH file corruption. My symptom was program crashes during editing within Quicken 2009 of a security price history. I am currently researching how I can best rebuild a QPH file. The QPH File Processor is great, but I have a few suggestions to pass on to the author when I have time.
using the above method in the last week or so, some volumes failed to import - no error messages, the prices import but not the volumes. Good luck, Mary
Thanks, Mary. I will try to recreate the price histories for my bonds using the suggested method. Volume data is not that important for me, so I can survive if it fails to import.
you can also export prices to a QIF file, massage the data and import as a csv file
Thanks for the suggestions. I thought about exporting the entire price history, removing the bad data, and importing the modified history back into Quicken, but with a 23MB QPH file (the output from QPH Processor is almost 4,000 pages in an Excel spreadsheet), that approach seemed too daunting and I adopted the easier method outlined in my posted message. I may try exporting just the bond information, and see if that is a manageable amount of data.
I may try exporting just the bond information, and see if that is a manageable amount of data.
For anyone trying to rebuild a QPH file to remove corrupt historical prices, price history information for bonds cannot be extracted from the old QPH file using the QPH Processor utility. Only securities with ticker symbols appear in the extracted data files (whether you extract in Excel or csv format) and bonds do not appear in the list of securities.
Also, if you export your portfolio to a QIF file, although the bonds will appear in your list of securities, there will be no historical price data in the QIF file.
Finally, I have tried to import bond prices into Quicken using either the name of the bond or the cusip, as a substitute for a ticker symbol, but no joy. Does anyone know how bonds are identified in the QPH file?
Unless someone knows how to get the historical data for bonds out of the old QPH file and then how to import historical bond price information back into Quicken, these limitations make including historical bond prices in a rebuilt QPH file problematical.
If you know how to get quotes into a csv file (from Excel save one sheet as a comma separated values (CSV) file) you can fix the bad data. symbol,close,date or symbol,date,close will work and date can be mm/dd/yy or mm/dd/yyyy. If you want high, low, and volume also then use the format
symbol,close,---,date, ---,high,low,volume/100,*
Import that file into Quicken by going to your porfolio page and selecting file/import/import prices
If you view the csv file in Notepad, one line looks like
CDE,1.87,---,8/22/2008,---,1.97,1.86,81712,*
I have tried to attach a csv file for an exammple.
For anyone trying to rebuild a QPH file to remove corrupt historical prices, price history information for bonds cannot be extracted from the old QPH file using the QPH Processor utility. Only securities with ticker symbols appear in the extracted data files (whether you extract in Excel or csv format) and bonds do not appear in the list of securities. Also, if you export your portfolio to a QIF file, although the bonds will appear in your list of securities, there will be no historical price data in the QIF file. Finally, I have tried to import bond prices into Quicken using either the name of the bond or the cusip, as a substitute for a ticker symbol, but no joy. Does anyone know how bonds are identified in the QPH file? Unless someone knows how to get the historical data for bonds out of the old QPH file and then how to import historical bond price information back into Quicken, these limitations make including historical bond prices in a rebuilt QPH file problematical.
JPG: You can assign a ticker to a bond in Quicken without any deleterious effects (AFAIK). Use something that makes sense to you. Because of this 'requirement', I have tickers for all my securities - stock, MF, CDs, Bonds, others. For example, my US treasuries are USTa, USTb, etc. I do not have them in my download quotes list. That may become a if I ever get a real security with that ticker. You might also consider something like 'XYZ-5%(Bond)'. Do that before using the QPH File Processor and you should be in business.
I believe you are correct that a ticker is required for the import-prices step.
New Quicken.com Investing and Quotes Download Aug 31, 2008 09:28 pm
This post is about: Quicken Deluxe 2006
Just a little information that may be helpful when checking your databases. Do you have the correct fields when accessing the quote server database? I can see that an error is occurring in the price, the historical price, and volume for FDRXX. That is the Fidelity Cash Reserve Money Market Fund. I can see that you are using the 7 day average yield to fill in the high-low for the day and the 1 year range in yield to fill in the 1 year price range. The Quicken Price History "volume" for this quote appears to be the average maturity in days for the holdings in this money fund, not the volume traded which has, of course, no meaning. Same is true with btvxx, the BLACKROCK LIQUIDITY FDS TEMP FD. In that situation the yield is 2.00 and you are using that for the current price, and the day range.
It seems that part of the problem may be that the quote server program is accessing the fields by numerical position in the database and not by the field name. (This may be a problem with the SQL fetch command in the quote server program that is queried by the user when calling for quotes.) The returned values may be generating erroneous data when the position in the database for a money market fund is essentially being used for another function, like yield, instead of price.
The old system wasn't workable, and not maintainable, it worked, but for how long? Letting it keep running was an option, but at some point a switch needed to be made, if not this year, next Jan, or spring, how many problems between now and then? We are in a much better position today than we were 3 months ago, I know it doesn't feel like it, but we have a large team working on these issues and are ironing them out. As a quicken customer myself I would much rather have a newer system with a team in place constantly improving it, that what we had before.
sorry - just bad decision and bad management...
In our case, having worked in IT for years, if any of my people ever launched a system like this, they would be out on the street....
There are so many things wrong here....
don't even know where to begin,
and not even having to do with the actual application, but more the culture, management and idea that this could even be happening ?
How would you feel if this was your online banking application, or even your on-screen TV cable guide ?
Data all messed up - application not tested completely, functionality missing, etc, etc.
I emailed Brad Smith (Intuit CEO) to alert him to all the problems with the new portfolio.
I figured that upper management could put pressure to correct the problems and revert back to the old portfolio where we could not. I received this response on Friday: ----------------------------------------------
Harold, I have copied our business leader (Todd Stanley) for Quicken so he and his team can incorporate your feedback into helping us get better. Thanks for the e-mail and support. Brad
----------------------------------------- Todd Stanley is Vice President & GM of Quicken.
We will see if it it helps. Harold
Last year, when all the news and quotes were broken, I had also mailed all the C-level execs and all that happened was a received a phone call from a normal tech support person....
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