Prompting GenAI over Quicken Data

bembolado

I have data in quicken since 1999… Imagine the potentail of promptimg… "Hello quicken, please list the 10 expense categories which have increasingly spend in the last 10 years for more than 15%" or "Hello quicken, please list me which investments which have given a return over 20% in the last 20 years". "Hello quicken, based on my yearly spend and income, make a projection of where it will most likely take me in the 3, 5 and 10 years"… these old school reports we have in quicken are nowhere close to providing us with this ability of analysis. Could there a be an eventual chance even if remote for quicken to partner with chaptgpt, perplexity or equivalent, to allow us to benefit from infinite potential of financial analysis over our data?

NotACPA

Since Q has never provided their data file schema, I can't see this happening anytime soon within Q.

Your best bet currently would be to export to Excel and do the analysis there.

bembolado

Fine but if the product development team cannot see this as a major opportunity to create further differentiation to Q, then forget it, they are completely disconnected to what we customers need. At the end of the day it’s all about partnering with a GenAI product company to offer this to us. You gave a technical answer to this idea. We are looking for entrepreneurship, innovation, differentiation breakthrough and answering to our needs. I still have hopes Q sees value listening to costumers.