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Subject Author Date
Continued use of Q2004 Deluxe features requires Premier 2007? DonnaH 08-19-2006
Posted by Oilcan on September 16, 2006, 10:27 am
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 I haven't used Q2004 since 2005, so I can't respond.

wdieteri@rmi.net wrote:
> Did you ever get a useful reply for this?
>
> In the same boat with wanting the investment features of 2004 deluxe
> but not wanting to have to purchase the premium of 2007.
>
>
> DonnaH wrote:
> > Am I correct in concluding that the investment management activities
> > available in Q2004Deluxe are only available in the Premier product in
> > 2007? I thought I had answered that question for myself (answer being
> > yes) until I looked at the demos on Quicken's website. The demo for 2007
> > Deluxe mentions downloading investment transactions--so what does it do
> > with them if not allow you to manage the investments?
> >
> > Thanks for the advice. I've been very happy with 2004 and am not looking
> > forward to the upgrade, but if I have no choice, I guess I'll drink the
> > koolaid.


Posted by DonnaH on September 20, 2006, 6:21 pm
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 wdieteri@rmi.net wrote:
> Did you ever get a useful reply for this?
>
> In the same boat with wanting the investment features of 2004 deluxe
> but not wanting to have to purchase the premium of 2007.

No one who had used 2004 Deluxe responded, but the point about the free
trial was useful. Also, when I ultimately bought 2007 Premier at
Staples, the sales rep I chatted with confirmed that it was necessary
for the portfolio 'management' activities that 2004 Deluxe was capable of.

Having said that, I was quite happy with the upgrade experience and have
been using 2007 Premier for a few weeks now. No complaints.
>
>
> DonnaH wrote:
>> Am I correct in concluding that the investment management activities
>> available in Q2004Deluxe are only available in the Premier product in
>> 2007? I thought I had answered that question for myself (answer being
>> yes) until I looked at the demos on Quicken's website. The demo for 2007
>> Deluxe mentions downloading investment transactions--so what does it do
>> with them if not allow you to manage the investments?
>>
>> Thanks for the advice. I've been very happy with 2004 and am not looking
>> forward to the upgrade, but if I have no choice, I guess I'll drink the
>> koolaid.
>

Posted by JM on September 16, 2006, 10:58 am
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DonnaH wrote:
> Am I correct in concluding that the investment management activities
> available in Q2004Deluxe are only available in the Premier product in
> 2007? I thought I had answered that question for myself (answer being
> yes) until I looked at the demos on Quicken's website. The demo for 2007
> Deluxe mentions downloading investment transactions--so what does it do
> with them if not allow you to manage the investments?
>

All versions, including Basic, have downloading capability. Have been a
Basic user for several versions [currently running QW07 Dlx] and would
ventur to say that all versions have the very same downloading
capability as regards investments, banking, credit cards, etc.

As to 'managing' your investments - this depends on your definition of
'managing'. The versions beyond Basic incorporate add-ons - various
planners, investment analysis tools, expanded reporting capability,
etc. These add-ons [bells & whistles] probably help some users better
manage their finances. Personally, I have never found them useful.

As mentioned earlier, there is amoney-back guarantee if not satisfied.
Another alternative is to start with say Deluxe and then you can
upgrade/unlock [online] a higher version for an incremental charge.

IMHO - have to be careful interpreting the comparison adds - they are
hyping the more expensive versions where margins are no doubt much
better. Have found Basic or Deluxe handles everything I need.


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