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System Date Format, Financial Year setting, Spark Lines and XiRR in Portfolio, Merger - Demerger

dipe_c · 2025-06-14T07:12:36+00:00

I want it all! :) * Date formats: if System setting is DD-MM-YYYY, Quicken should follow that, or at least allow the format to be user selectable. * Financial Year: user-selectable period, globally applicable within Quicken app (used to be there until Quicken 2007) would be a GREAT help. * Spark Lines: one glance view of…

dipe_c

I want it all! :)

Date formats: if System setting is DD-MM-YYYY, Quicken should follow that, or at least allow the format to be user selectable.
Financial Year: user-selectable period, globally applicable within Quicken app (used to be there until Quicken 2007) would be a GREAT help.
Spark Lines: one glance view of security price movement over a period of time (the general graph for all securities already allows for time-period choice in tabs).
XiRR (IRR): we already have a column for Gain / Loss over a defined period of time, so why not an XiRR column which better reflects security performance?
Merger - Demerger (Spin-Off): auto calculation, as this is a common occurrence in Stocks, and calculating manually is painful, particularly adjusting in a reconciled Register.
Secure AI: a Model Context Protocol (MCP) with Quicken, particularly for investment analysis and taxation, securely and anonymously.

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Comments

dipe_c

Financial Year (for context):

Country Financial Year (FY)
United States October 1 to September 30
Canada April 1 to March 31
India April 1 to March 31
United Kingdom April 1 to March 31
Australia July 1 to June 30
Japan April 1 to March 31
South Africa April 1 to March 31
New Zealand April 1 to March 31
Ireland April 1 to March 31
Malta April 1 to March 31

Since Quicken is heading in the direction of supporting Small Business Accounting, setting FY would be a logical need for users.

Quicken Kristina

Hello All,

This Idea seems to have stalled, and we would like to gauge the current interest in this request.

Thank you!

UKR

If instead of posting one Idea with a whole wish list of suggestions, it would, IMHO, be better to post each item as a separate Idea. This way one could vote (or not) on the individual idea and you may get a better outcome.