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

dipe_c
dipe_c Quicken Mac Subscription Mac Beta Beta
edited November 13 in Investments

I want it all! :)

  1. Date formats: if System setting is DD-MM-YYYY, Quicken should follow that, or at least allow the format to be user selectable.
  2. Financial Year: user-selectable period, globally applicable within Quicken app (used to be there until Quicken 2007) would be a GREAT help.
  3. 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).
  4. 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?
  5. 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.
  6. Secure AI: a Model Context Protocol (MCP) with Quicken, particularly for investment analysis and taxation, securely and anonymously.
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  • dipe_c
    dipe_c Quicken Mac Subscription Mac Beta Beta
    edited June 13

    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.

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