I have many securities that I no longer own, and haven't for a long time. Is there an easy way to eliminate the price histories for these stocks? There used to be a way to thin out the price history by replacing the daily quotes with weekly; anything like this still exist in Q2007?
Hi, traderdad.
How big is "big"?
I've been using Quicken since 1990. My QDF file is about 24 MB. My QPH file is less than 3 MB.
John Pollard can tell you how to "thin out" the file if you really need to. But I suspect that Quicken does a pretty good job of it behind the scenes. Keeping the histories for securities you owned in the past might let you recreate a net worth statement for 12/31/99, for example, but there probably is no other good use that I can think of. You must, of course, keep actual prices involved in your own transactions, but not quotes of what other investors might have been willing to pay for a security on a particular day.
RC
Here is a link to an earlier post in this forum:
"traderdad" wrote
222 13566 body "traderdad" wroteI don't have Q2007, so I can't tell you if it has some way to clean your price history that's not available in the versions I do have (Q2002, Q2004, Q2005, Q2006).
There are at least two different approaches I know of that you could take to reducing the number of prices in your history: start with an empty price history and rebuild; or remove selected prices from your current price history. I think it would be your call as to which way created less work for you.
You can create a new empty price history file by just renaming QDATA.QPH (where QDATA is the name of your Quicken data). Next time you start Quicken and open QDATA, Quicken will recreate the QPH file with no prices.
From there you can use Quicken's price history download to replace many prices (see Quicken Help for the rules for what prices will be downloaded). You can also use sources like Yahoo to download prices in .csv format and "import" them into Quicken (most useful for history more than five years old).
I do not know of any method to get electronic historical prices for non-publicly traded securities. You would either have to manually re-enter those prices; or export prices from your current file, then massage the resulting QIF file to contain only prices that could not be recovered any other way ... later "importing" that QIF file.
Alternatively, you can delete prices from within Quicken. When you "Edit Price History" for a given security, you can select groups of prices (as you would select files in Windows Explorer) and delete them. If you sold a security two years ago and did not want any prices in Quicken after the sale date, you could easily delete all those prices with one select, one delete.
If I read you correctly, I can rename my QDATA.QPH file, which I assume is just the price history? Say I call it QDADAOLD.QPH. No transaction data, right? Then when I start Quicken nect time, it will not have any prices. I could then select Update Historical Prices for the stocks in my portfolio today, which would be way easier than deleting the unwanted prices from the individual securities. I've tried it that way, and its very time intensice :-(
"traderdad" wrote
Correct.
Yes.
You just won't be able to recover prices over 5 years old, or prices for non-publicly traded securities using Quicken's historical price download.
430 No such article
When I sell a stock I go to the Security List and Edit the stock sold. There I cut the symbol [-X] and paste [-V] it into the comments field in the Other Info panel.
If Q does not have a symbol it cannot add to the price history.
If I want to place the stock on a watch list or "catch up" on the history just reverse the process and do a "Download Historical Prices".
Eric
When I sell a stock I go to the Security List and Edit the stock sold. There I cut the symbol [-X] and paste [-V] it into the comments field in the Other Info panel.
If Q does not have a symbol it cannot add to the price history.
If I want to place the stock on a watch list or "catch up" on the history just reverse the process and do a "Download Historical Prices".
But the question was:
And the answer is no. Intuit, in their infinite wisdom, has chosen to remove this important feature.
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