Quicken does not calculate daily % increase/decrease or increase/decrease YTD or %

Quicken does not calculate daily % or increase, or return YTD $ or %.
This happen with securities that were purchased at the beginning of the year

Comments

  • Tealeaf3
    Tealeaf3 Member ✭✭
    You are correct in that these calculations are not at all accurate.I maintain separate Excel sheets to reflect my real returns
  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Please provide version of Quicken being used: select Help > About Quicken

    If you're using Quicken 2017, you may want to review: https://www.quicken.com/support/quicken-discontinuation-policy

    The Price Day Change would need a price change from the previous day in a security's price history.

    The Return YTD requires the security is held on December 31 of the prior year.

  • calabazar
    calabazar Member ✭✭
    Sherlock, tks...I'm using Quicken DeLuxe 2020\, verion R26.17, build 27.1.26.17.
    And, obviously when I said that does not calculate % is because prior day, and current day prices are there. The same happens with return YTD the numbers are there, but the actual difference between the valuations are not there.
  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Please provide the exact names of the columns in the Investing > Portfolio views that are not correct. Is the data zero, incorrect, or blank? Also please provide examples of the securities affected.

    Some of the data is downloaded from Quicken's quote provider and is sometimes missing or out of date. See this discussion
    https://community.quicken.com/discussion/7863323/stock-return-ytd-1-yr-etc-inaccurate#latest

    Also in some cases the Price Day change column is blank. If this is the case, try changing the As of data to the previous day and then back again. See this discussion
    https://community.quicken.com/discussion/7865580/price-day-change-blank-for-latest-new-stock

    Please let us know your details and if either of these situations applies to you.

    QWin Premier subscription
Sign In or Register to comment.