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Sankey charts for Quicken Classic for Windows

mgkahn

First ever post. Please be kind…….

Lots of previous discussions about asking for Sankey charts to be implemented in Quicken. Rather than wait, I have been working on creating this ability outside of Quicken, using the XLSX export feature of Quicken's built-in Transaction report. Because it is not integrated, it is a bit clunky (Run report in Quicken → Export report as Excel (XLSX) → Remove extraneous rows from the Excel/XLSX file → Run the Sankey software). Once you have the rhythm, it goes pretty quickly.

I haven't built it for mass consumption. I just built it to meet my needs. For example, I explicitly only look at Expenses because this is my core use case. I ignore all Income and Investments. But I've been using the tool for a few weeks and it's been really delightful to have this interactive visualization of my transactions.

The software is free and is available on my GitHub site: https://github.com/mgkahn/Quicken_Sankey

Read the README to understand the sequence and how to launch a local web server (needed for the interactive parts). I am open to suggestions, but as I mention in the Acknowledgments, HTML/CS/JS is NOT a set of technologies that I understand.

WARNING: This is new software and I am absolutely certain there are bugs. Use GitHub's Issues tab to let me know what you find. No promises what ChatGPT can fix for me.

I know the software works on MacOS using the XLSX file generated by QWIN. But since I do not have/use Quicken for Mac, I do not have the ability to test the Quicken Transaction XLSX export features on QMAC. If somebody on that platform can give this a go, I would appreciate hearing from you in GitHub.

Looks more impressive with real Quicken data rather than the goofy fake data I created for the sample illustration. If somebody has a more realistic Excel or CSV file of fake transaction data that includes the categories in Quicken's colon-separated format, please send my way via GitHub.

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q_lurker

Lots of previous discussions about asking for Sankey charts to be implemented in Quicken.

I was surprised with that opening comment because I did not recall ANY discussions about Sankey charts. A Google search limited to this site popped up 7 others - 6 in the MAC areas and 1 in Ideas for Q-Windows. Hardly 'lots'.

In the one Windows post Sankey is only mentioned in passing. You might take note of some of the comments there.

Appreciate your offering your approach for others to use. Maybe it will lead somewhere positive.

And Welcome to the community.

elorimer

It is possible to do in Excel if you set up the categories on the left and right in advance. Here with seven categores on the left and right, and five columns.

mshiggins

@elorimer curius, how long did it take to produce rhat graph?

elorimer

There are tutorials online. The hard part is coding the number of sources on the left, and the number of buckets on the right. The result is a layered chart, in this case, something like 24 layers. If you leave the template alone, labeling each and sticking in formulas for what is in each is easy. In this particular example, I can select one of 10 tax year scenarios and the graph updates instantly.