quick report of file contents
skeleton567
Member ✭✭✭✭
Since we cannot get access to doing file data analysis ourselves, it would be great if we had some reporting capability to analyze and summarize a QDF file.
I often have to open my files and open individual registers to see simple information about the contents.
Something along the lines of:
File: RQ2021
Type Account Min Trans Date Max Trans Date Record Count
Bank MyChecking 2018-01-01 2021-10-20 4587
MySavings 2018-01-01 2021-09-24 88
CC My M/C 2018-01-01 2021-10-14 2345
Invst My IRA 1989-01-01 2021-10-20 6723
My Broker 1978-01-01 2021-10-20 8845
As I work with over 30 historical files archived by year I have had to repeatedly export my Q data from over 30 files, and import them into a custom cumulative database system of my own design.
One of the things I check as I work with the data is that my desired historical data is included and my obsolete data is purged. I can even flag file and account which has a discrepancy for further checking.
Over the years I have done things I wish I hadn't with my data, and often need to review/modify file content. It would also be good of we could more easily handle data movement between files, specifically investment accounts. As we age and have more history, the investment/asset data becomes more important than last months checking/credit card data. On the other hand, as my files grow in size and record counts, the performance definitely deteriorates regardless of what some folks report. Saving a row should not take 8-10 seconds with the screen flickering. Thus I have to cut file size to make the product usable.
Quicken needs to pay more respect to long-term faithful users in terms of the value of our history. They could start with giving us more access to OUR DATA.
For these reasons I have at this point stopped version updating and will not pay a subscription for a product that less-and-less pays attention to my needs.
I often have to open my files and open individual registers to see simple information about the contents.
Something along the lines of:
File: RQ2021
Type Account Min Trans Date Max Trans Date Record Count
Bank MyChecking 2018-01-01 2021-10-20 4587
MySavings 2018-01-01 2021-09-24 88
CC My M/C 2018-01-01 2021-10-14 2345
Invst My IRA 1989-01-01 2021-10-20 6723
My Broker 1978-01-01 2021-10-20 8845
As I work with over 30 historical files archived by year I have had to repeatedly export my Q data from over 30 files, and import them into a custom cumulative database system of my own design.
One of the things I check as I work with the data is that my desired historical data is included and my obsolete data is purged. I can even flag file and account which has a discrepancy for further checking.
Over the years I have done things I wish I hadn't with my data, and often need to review/modify file content. It would also be good of we could more easily handle data movement between files, specifically investment accounts. As we age and have more history, the investment/asset data becomes more important than last months checking/credit card data. On the other hand, as my files grow in size and record counts, the performance definitely deteriorates regardless of what some folks report. Saving a row should not take 8-10 seconds with the screen flickering. Thus I have to cut file size to make the product usable.
Quicken needs to pay more respect to long-term faithful users in terms of the value of our history. They could start with giving us more access to OUR DATA.
For these reasons I have at this point stopped version updating and will not pay a subscription for a product that less-and-less pays attention to my needs.
Ó¿Õ¬
Faithful Q user since 1986, with historical data beginning in 1943, programmer, database designer and developer for 42 years, general troublemaker on Community.Quicken.Com
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