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Historical prices won't download

awdibble

It is November 1 and I'm trying to get the closing prices for my portfolio for September 30. I tried updating prices for the past month…no prices were downloaded for 9/30. I tried updating prices for past year…still no prices are downloaded for 9/30. I will have to enter all of these prices manually. This is not the first time this has happened. It seems that the historical prices update only works for a few prior days but will not update for the past year.

Investing/Download Activity/Historical Prices/Month, Year, Two Years, Five Years. Only the Month appears to work.

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Accepted answers

Jim_Harman

You are seeing a shortcoming in Quicken's historical price download.

It downloads daily prices for the past 30 days, weekly Friday prices for 11 months before that, and month-end prices for up to 4 years before that.

You must update the prices at least every 30 days in order to get all the month-end prices.

Alternatively, there are websites where you can download price histories in CSV format, which you can then import into Quicken. Since there is no standard layout for these files, you may have to manipulate the downloaded data in Excel before importing. Or you could set up a Google Sheet with your securities and use the Googlefinance function to get the prices.

All comments

Jim_Harman

You are seeing a shortcoming in Quicken's historical price download.

It downloads daily prices for the past 30 days, weekly Friday prices for 11 months before that, and month-end prices for up to 4 years before that.

You must update the prices at least every 30 days in order to get all the month-end prices.

awdibble

Thank you. The question is why Quicken continues to raise its subscription price, but this glitch continues. I've known about this historical price issue for years but assumed one of the many updates would have fixed it.

Jim_Harman

Apparently the current behavior is by design, so Quicken does not consider it a bug. This issue has come up many times, but I can't find an open Idea post requesting a change.

Since we often want to compare our account values to monthly brokerage statements, it would certainly be nice if Quicken would always include month-end prices in its historical price downloads. The current downloads include the most recent month-end price and month-end prices for years 1-4 of the historical prices, so this would be at most 11 additional sets of prices to download.

I have created an Idea post for this; please vote for it by clicking on the little up arrow below the vote count in the colored box in the first post.

https://community.quicken.com/discussion/7957372/include-month-end-prices-in-all-historical-price-updates

awdibble

Thank you…with any luck, Quicken will fix this issue.