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Posted by Oilcan on October 4, 2007, 9:07 pm
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Glenn
My recommendation at this point is do what you are doing today. What I
would hope you would do is try parts of the software and only download
(manual entry) what you need to evaluate before you spend a lot of time
"dumping" transactions into Quicken. For example - look a your Broker -
understand how he downloads - and then make a decision how... The problems -
if they are problems - are not necessarily Quicken - but they are how your
FINANCIAL PARNTER chose to implement a standard (IMHO if it is optional it
is not a standard). Just do things one by one. Make notes and ask
questions. Search this newsgroup through Google and you will likely find an
answer. After a couple of months you can decide if you want to go with
Quicken - make a decision before your money back expires. I basically am a
Quicken user since Version 5. Prior to that I used Money and others. I did
try Money 2005 for six months and I have paid a price when I converted
back.
So simple.... if are interested in downloading. Set-up a few accounts and
watch and understand. Run reports to see if they are what you expect.
When you have made a decision to go with Quicken - trash what you have done
and then start setting up.
Oilcan
>I just bought Quicken 2008 Deluxe so I could upgrade my financial software
>from an envelope software.
>
> One feature in Quicken that caught my eye was the RollOver reserve because
> it looks like it might operate like an envelopes-based money management.
>
> Essentially what isn't spent in one month rolls over to the next in the
> budget. THAT is what I've needed for quite some time.
>
> So, is anyone using it and how's it working so far?
>
> --
> Glenn B.
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