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Posted by pyotr filipivich on October 8, 2006, 9:50 pm
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Greetings and Salutations
trying to set up the 401k account. No financial data to import from a bank
right now, so playing around.
But it seems that Quicken expects me to be able to predict the price of the
various purchases both now and in the future, in order to enter the price
per share of a future transaction. If I knew that, I'd not need a 401k to
fund retirement, I'd just go straight to the track.
I've not been happy with Quicken since the great migration from QIF to QFX,
and aside from the occasional update of portfolio prices, haven't used it
for over a year (after using it since version 3, at least). The hassle
factor went way too high for me. And this folderol with the 401(k)s just
furthers my frustration with it.
tschus
pyotr
--
pyotr filipivich
"Set phasers to deep fat fy, extra crispy, Cajun style."
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Posted by Fred Smith on October 9, 2006, 3:03 pm
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So what future transactions are you entering?
You are correct that Quicken requires a price, regardless of the transaction
date. Quicken is making the reasonable assumption that if you're smart enough to
know your future transactions, you should also know the price.
--
Regards,
Fred
> Greetings and Salutations
>
> trying to set up the 401k account. No financial data to import from a bank
> right now, so playing around.
>
> But it seems that Quicken expects me to be able to predict the price of the
> various purchases both now and in the future, in order to enter the price
> per share of a future transaction. If I knew that, I'd not need a 401k to
> fund retirement, I'd just go straight to the track.
>
> I've not been happy with Quicken since the great migration from QIF to QFX,
> and aside from the occasional update of portfolio prices, haven't used it
> for over a year (after using it since version 3, at least). The hassle
> factor went way too high for me. And this folderol with the 401(k)s just
> furthers my frustration with it.
>
> tschus
> pyotr
> --
> pyotr filipivich
> "Set phasers to deep fat fy, extra crispy, Cajun style."
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Posted by pyotr filipivich on October 9, 2006, 5:48 pm
Please log in for more thread options wrote on Mon, 09 Oct 2006 19:03:12 GMT in
alt.comp.software.financial.quicken :
>So what future transactions are you entering?
I'm entering "future" transactions for "today". I'm doing some "what
if's, and I discovered that Quicken doesn't display data (ROI, etc) on
stock if you don't own any. I suppose I could just stick a placeholder
entry and then go back and edit it. But it would be nice if I could at
least view the "current" quotes/price while doing a transaction.
>
>You are correct that Quicken requires a price, regardless of the transaction
>date. Quicken is making the reasonable assumption that if you're smart enough
to
>know your future transactions, you should also know the price.
True, but it also assumes that I have a separate copy of the prices
when I'm entering historic transactions. I know, I know, I'm trying to use
the software for financial research in a manner not compatible with a
checkbook registry.
pyotr
--
pyotr filipivich
"Set phasers to deep fat fy, extra crispy, Cajun style."
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Posted by Fred Smith on October 10, 2006, 10:18 pm
Please log in for more thread options The options that I can think of are:
1. Use the watch list.
2. Enter historical dates. If your entries are fictitious, it shouldn't matter
what date you use. Using dates previous to today will at least allow Quicken to
look up prices, and calculate ROI. You can also override the price if needed.
I doubt that either of these will do exactly what you want, but, as you said,
Quicken is not built for research.
--
Regards,
Fred
> wrote on Mon, 09 Oct 2006 19:03:12 GMT in
> alt.comp.software.financial.quicken :
>>So what future transactions are you entering?
>
> I'm entering "future" transactions for "today". I'm doing some "what
> if's, and I discovered that Quicken doesn't display data (ROI, etc) on
> stock if you don't own any. I suppose I could just stick a placeholder
> entry and then go back and edit it. But it would be nice if I could at
> least view the "current" quotes/price while doing a transaction.
>>
>>You are correct that Quicken requires a price, regardless of the transaction
>>date. Quicken is making the reasonable assumption that if you're smart enough
>>to
>>know your future transactions, you should also know the price.
>
> True, but it also assumes that I have a separate copy of the prices
> when I'm entering historic transactions. I know, I know, I'm trying to use
> the software for financial research in a manner not compatible with a
> checkbook registry.
>
> pyotr
>
> --
> pyotr filipivich
> "Set phasers to deep fat fy, extra crispy, Cajun style."
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Posted by pyotr filipivich on October 11, 2006, 9:28 am
Please log in for more thread options wrote on Wed, 11 Oct 2006 02:18:11 GMT in
alt.comp.software.financial.quicken :
>The options that I can think of are:
>
>1. Use the watch list.
>2. Enter historical dates. If your entries are fictitious, it shouldn't matter
>what date you use. Using dates previous to today will at least allow Quicken to
>look up prices, and calculate ROI. You can also override the price if needed.
I was trying to make entries on the days I had historical data for (Nov
2, 2001 iirc) Grumble, but it wouldn't show what it had for "today's"
price, so more grumbling.
I must be doing this because I need more stress and frustration in my
life :-)
>
>I doubt that either of these will do exactly what you want, but, as you said,
>Quicken is not built for research.
I hacked out a work around. Still not happy with the New And Improved
versions, but I realize there's no upgrade (profit) path without engineered
obsolescence.
thanks
pyotr
--
pyotr filipivich
Next Months Panel: Suicide - getting it right the first time.
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