Originally Posted by perez99
I started using Quicken myself in the last few months. Make it much easier to understand our spending.
Can you comment on what reports you use? It seems you are exporting the data to Excel.
I use a Portfolio Value report subtotaled by account and then copy to clipboard (Ctrl-C) and then paste into an Excel workbook that I keep on a sheet called Data. Then other sheets reference to this Data sheet to calculate YTD return, look at AA and compare to target AA, etc.