Prompting GenAI over Quicken Data

bembolado
bembolado Quicken Windows Subscription Member ✭✭
edited November 2025 in Product Enhancements

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?

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    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.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • bembolado
    bembolado Quicken Windows Subscription Member ✭✭

    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.

  • MannyC
    MannyC Quicken Windows Subscription Member ✭✭

    Any state-of-the-art software company should be investigating how best to incorporate AI into their product. If they don't, they will be left behind. The power of AI is real, especially for those apps that harness a lot of historical data. I would hope a portion of our subscription fees paid to Quicken is going into figuring out how to be the best financial product in the market.

  • MannyC
    MannyC Quicken Windows Subscription Member ✭✭

    Thought you might be interested in this new AI related post:

    Curious experiment using long-term Quicken data — would love feedback — Quicken

  • jtemplin
    jtemplin Member ✭✭✭✭

    "Any state-of-the-art software company should be investigating how best to incorporate AI into their product."

    Reset your expectations.

    Well, I'll argue right off the bat about your premise. Qucken is not a state-of-the-art software company when it comes to its Windows applications. Given the age of the code base, and how difficult it is to add new features without breaking things, they're doing just enough to keep it usable for the older folks who still cling to their desktop software. The innovation is better directed to its more modern web products. Those of us folks who've been using the Windows product for decades want a stable, trouble-free product to serve us the rest of our lives. Do I really need AI help to manage a budget I've known like the back of my hand for many years? (And this comes from a software engineer who thinks Copilot in Visual Studio is indispensible). How do I know the AI isn't giving me bad financial information borne out of hullucinations? We're realizing the flaws inherent in LLMs.

    The other thing to think about: if Microsoft, with a much, much larger number of software engieers and much, much more resources is stumbling with their Copilot implementation (especially in their Office apps), can you really expect a much, much smaller company maintaining an old, legacy product to suceed there? I'd like EWC+ and Bill Pay to work better, thank you.

    "We are looking for entrepreneurship, innovation, differentiation breakthrough."

    LOL. Quicken has shown itself to be a conservative company. That's not necessarily a bad thing for personal finance software. It only threw some bones to the crypto bros after sitting on the sidelines for a few years to see if it wasn't just a passing fad.

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