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Quicken Price Download Problem-Don't Want Daily Prices

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mtntra...@aol.com

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Jan 31, 2005, 8:33:35 PM1/31/05
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At the end of each month, I download prices for securities by hitting
"Download Quotes". Instead of just getting the month-end price (eg. The
then-current price on the day I download), Quicken backfills my price
history for each security with a closing price for every business day
in the month. This is loading up my data file with useless data.

How can I tell Quicken to just download the price on the day I ask for
prices? Also, is there any easy way to get rid of the mounds of prices
already in my database that I don't want?

Thanks very much.

Fred Smith

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Jan 31, 2005, 11:21:12 PM1/31/05
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You can't. More often the complaint is that people are missing prices,
rather than having too many. Your only other choice is to enter prices
manually, rather than downloading them.

As to deleting historical prices, I seem to remember instructions in this
group on it. Hopefully, someone else will reply, or you can google the group
history if you're in a hurry.

My only question is: why bother? Extra prices aren't hurting anything, are
they?

--
Regards,
Fred
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Hank Arnold

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Feb 1, 2005, 4:06:27 AM2/1/05
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Forget Q's "Download Quotes". Go to Yahoo! Quotes and set up a portfolio.
then you can (at your discretion) go to the web site and download the
current NAVs for the portfolio as a CSV file. Then open Q and import the
prices. takes all of 1 minute after the initial portfolio setup........

--
Regards,
Hank Arnold

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mtntra...@aol.com

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Feb 1, 2005, 9:05:08 AM2/1/05
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Having daily prices for a lot of securities means the data files get
huge over time.

At one time, I thought when I downloaded prices I just got the prices
for that day. Did something change or was it always this way?

It does seem there is more interest in more, rather than less, prices.
It would seem in a world where I can tell an IPOD to only get certian
songs from my PC, I could tell Quicken to only get 1 day's prices. Oh,
wait a minute, Apple didn't make Quicken........

Mike B

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Feb 1, 2005, 10:39:51 AM2/1/05
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mtntra...@aol.com <mtntra...@aol.com> wrote:
> Having daily prices for a lot of securities means the data files get
> huge over time.

Define "huge".

>
> At one time, I thought when I downloaded prices I just got the prices
> for that day. Did something change or was it always this way?

I believe that you should only get the last 2 or 3 day's prices when you
download prices. There has been some discussions here that indicated that.
You have to download historical prices to get more than the last few day's
prices.

>
> It does seem there is more interest in more, rather than less, prices.
> It would seem in a world where I can tell an IPOD to only get certian
> songs from my PC, I could tell Quicken to only get 1 day's prices. Oh,
> wait a minute, Apple didn't make Quicken........

Feel free to switch to the Apple equivalent of Quicken.... Your analogy is
flawed. The correct analogy is that with Quicken you designate which shares
you want to download. What you want is for you to designate how much of the
song to download so that your IPOD doesn't fill up with all of those long
track, but rather have only 30 seconds' worth of each song.

But then I guess Quicken-bashing is a national sport.

--
Mike B


John Pollard

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Feb 1, 2005, 11:05:03 AM2/1/05
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mtntra...@aol.com wrote:
> Having daily prices for a lot of securities means the data
> files get
> huge over time.
>
> At one time, I thought when I downloaded prices I just got the
> prices
> for that day. Did something change or was it always this way?

Actually, I don't think your original post or this one have it
right. I believe that Quicken has always downloaded the current
days quote plus 5 days worth of history when it downloads
"quotes" (as part of the One Step Update, for example).

I just setup a brand new Q2005 file (you did not say what
version of Q you are using), entered one real security in the
file, then downloaded quotes: got the last 6 days worth.

Added a new security to a Q2002 test file and downloaded quotes:
got 6 days worth for the new security.

If you got prices for 30 days, I think you must have downloaded
"historical prices". When you download "historical prices",
Quicken downloads daily prices for the past month, weekly prices
for the previous 11 months before that, and monthly prices for
however many years before that you requested.

> It does seem there is more interest in more, rather than less,
> prices.
> It would seem in a world where I can tell an IPOD to only get
> certian
> songs from my PC, I could tell Quicken to only get 1 day's
> prices. Oh,
> wait a minute, Apple didn't make Quicken........

--
John Pollard
First initial underscore Last name at mchsi dot com
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Fred Smith

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Feb 1, 2005, 10:14:42 PM2/1/05
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At one time (Q99? Q00?), Quicken download only that day's prices. The
problem was, if there were errors (and there were lots), they never got
corrected. So Intuit went to the current system where the current day plus 5
days of history are downloaded every time.

At least you have some other suggestions if this is still unacceptable.

--
Regards,
Fred
Please reply to newsgroup, not e-mail


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mtntra...@aol.com

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Feb 2, 2005, 7:29:36 AM2/2/05
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I have Quicken Deluxe 2004, running a database set-up several years
ago, and maintained over that time.

To get prices I go to the Investing tab, then Online Activites, then
Download Quotes (not Download Historical Prices). After I did that on
January 31, I wound up with the Price History of each security
including the price for each business day of the month of January.

mtntra...@aol.com

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Feb 2, 2005, 7:34:45 AM2/2/05
to

Mike B wrote:

> But then I guess Quicken-bashing is a national sport.
>
> --
> Mike B

By me, only for real problems. For example, I never pointed to the
eloquence of the phrase "Price Got Per Share" that appeared for a long
while in the Sell Security box.

djebens

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Feb 3, 2005, 10:41:42 AM2/3/05
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John Pollard wrote:

>I believe that Quicken has always downloaded the current
>days quote plus 5 days worth of history when it downloads
>"quotes" (as part of the One Step Update, for example).
>
>I just setup a brand new Q2005 file (you did not say what
>version of Q you are using), entered one real security in the
>file, then downloaded quotes: got the last 6 days worth.
>
>Added a new security to a Q2002 test file and downloaded quotes:
>got 6 days worth for the new security.
>
>If you got prices for 30 days, I think you must have downloaded
>"historical prices". When you download "historical prices",
>Quicken downloads daily prices for the past month, weekly prices
>for the previous 11 months before that, and monthly prices for
>however many years before that you requested.
>
>
>

John:
I am unable to duplicate your results; using q05p r3, Investing->Online
Activities->Download Quotes, downloads all business days from 01/03/05
to yesterday (there is also an option for historical prices but that is
NOT what I used). Would like to know what you do that is different?
dj

John Pollard

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Feb 5, 2005, 5:05:30 PM2/5/05
to

I'd have answered this sooner, but I have been trying to
reproduce my own results since I read your post and have not
been able to do so. I know it worked when I submitted my post,
but I can't get it to do so now. The only part of my first post
that I did not repeat in my effort to re-prove what happened, is
that I did not create another "new" Quicken file to test in.
Perhaps there is something about a virgin Quicken file that
allows the download to work as it is supposed to and once the
file has data in it, or perhaps, once it has been downloaded to,
changes what is downloaded. At this point, I don't have any
good answer.

Walt Bilofsky

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Feb 6, 2005, 10:41:51 AM2/6/05
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Seems to me that when I went through and deleted securities that were
no longer used, that Quicken re-used some of the freed-up space in the
QPH file. But maybe I'm mis-remembering.

You can delete prices one security at a time. In Portfolio View,
right click a security name and choose Price History. Then select a
price or multiple prices and Delete (or hit Del). (Ctrl-A doesn't
select all, but you can select a range using shift-click.)

Once you have deleted all prices, you can use Historical Prices to get
monthly prices back.

I haven't tried this, but you could also try renaming your qph file
and then download historical prices for everything. That will get you
weekly data for the past year, I believe, and monthly back further.
But you will lose any price data that is not available through Quicken
(very old data. or security not in their database), unless you export
those prices, then re-import them after.

- Walt Bilofsky

John Pollard

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Feb 6, 2005, 11:59:55 AM2/6/05
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John Pollard wrote:
>
> I'd have answered this sooner, but I have been trying to
> reproduce my own results since I read your post and have not
> been able to do so. I know it worked when I submitted my
> post,
> but I can't get it to do so now. The only part of my first
> post
> that I did not repeat in my effort to re-prove what happened,
> is
> that I did not create another "new" Quicken file to test in.
> Perhaps there is something about a virgin Quicken file that
> allows the download to work as it is supposed to and once the
> file has data in it, or perhaps, once it has been downloaded
> to,
> changes what is downloaded. At this point, I don't have any
> good answer.

Just a follow up: in the process of checking out something else,
I *did* have occasion to create another new Quicken file and add
one security to it and download quotes. Sure enough; only six
days worth of prices. I did several subsequent quote downloads
and still saw prices for only six days.

Still have no answer.

And I meant to put in my previous reply that I used a different
"route" to download quotes than you used (two different routes
actually: one step update, and Update > Download Quotes from the
Security Detail View) ... but I do not think it matters, I think
they all do the same thing.

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