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Posted by az-willie on December 28, 2006, 12:54 am
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Jay M Apple wrote:
>>>> SNIP
>> =====================
>> Look into TradeLog and Gainskeeper.
>>
>> Quicken is brain-dead as far as ANY stock investments go.
>>
>> Fine for your checking account but that's about all it's good for.
>>
>> But if you have splits/ covered calls / strangles / butterflies / short
>> sales etc. etc. etc. flush Quicken down the drain ... don't even bother
>> trying to use it.
>>
>> The Quicken programmers have never even ATTEMPTED to get Quicken to
>> understand investments.
>>
>> Both Gainskeeper and Tradelog are excellent programs. They each have
>> some features the other doesn't. And they are both worth the money.
>> Either one is capable of producing your Schedule D. And they are very
>> handy to have around during your trading day.
>
> Hey, tout, want to stop trolling for customers and let Q users get on with
> our choice?
>
>
>
=============
Sorry, not trolling for customers. I have nothing to do with the
programs I mentioned except as a satisfied user trying to help someone
who is trying to use Quicken to do something it can't do.
I don't own any stock in the companies ( although I should ask myself
why not--looks like an oversight I should maybe look into ).
If you chose to use Q for handling stock investments you made a mighty
bad choice. You need to check into the two programs whose mention has
upset you so :)
Myself I am happy with using Quicken for my checking and saving
accounts. I'm not bad mouthing the program ... just honestly stating
that it isn't designed to handle stock transactions properly.
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Posted by Andrew DeFaria on December 28, 2006, 1:52 am
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az-willie wrote:
> Sorry, not trolling for customers. I have nothing to do with the
> programs I mentioned except as a satisfied user trying to help someone
> who is trying to use Quicken to do something it can't do.
>
> I don't own any stock in the companies ( although I should ask myself
> why not--looks like an oversight I should maybe look into ).
>
> If you chose to use Q for handling stock investments you made a mighty
> bad choice. You need to check into the two programs whose mention has
> upset you so :)
>
> Myself I am happy with using Quicken for my checking and saving
> accounts. I'm not bad mouthing the program ... just honestly stating
> that it isn't designed to handle stock transactions properly.
It's designed to handle simple stock transactions properly. It may or
may not be implemented as designed however. Then again it just might be
the FI's who are feeding it bad information.
You have more sophisticated investment needs than most people and
definitely more sophisticated needs than I have. My needs fall within
the bounds of both the Quicken spec and the QFX spec AFAICT. I don't
think I'm out of bounds wanting the product I purchased to work as
advertised and I'm not willing to go hog wild on a sophisticated
investing program when I don't need all that functionality.
YMMV.
--
Andrew DeFaria <http://defaria.com>
If Fed Ex and UPS were to merge, would they call it Fed UP?
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az-willie wrote:<br>
not trolling for customers. I have nothing to do with the programs I
mentioned except as a satisfied user trying to help someone who is
trying to use Quicken to do something it can't do.
<br>
<br>
I don't own any stock in the companies ( although I should ask myself
why not--looks like an oversight I should maybe look into ).
<br>
<br>
If you chose to use Q for handling stock investments you made a mighty
bad choice. You need to check into the two programs whose mention has
upset you so :)
<br>
<br>
Myself I am happy with using Quicken for my checking and saving
accounts. I'm not bad mouthing the program ... just honestly stating
that it isn't designed to handle stock transactions properly.
<br>
</blockquote>
It's designed to handle simple stock transactions properly. It may or
may not be implemented as designed however. Then again it just might be
the FI's who are feeding it bad information.<br>
<br>
You have more sophisticated investment needs than most people and
definitely more sophisticated needs than I have. My needs fall within
the bounds of both the Quicken spec and the QFX spec AFAICT. I don't
think I'm out of bounds wanting the product I purchased to work as
advertised and I'm not willing to go hog wild on a sophisticated
investing program when I don't need all that functionality.<br>
<br>
YMMV.<br>
<pre>-- </pre>
<a href="http://defaria.com">Andrew DeFaria</a><br>
<small><font color="#999999">If Fed Ex and UPS were to merge, would
they call it Fed UP?</font></small>
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Posted by az-willie on December 28, 2006, 7:53 pm
Please log in for more thread options Andrew DeFaria wrote:
> az-willie wrote:
>> Sorry, not trolling for customers. I have nothing to do with the
>> programs I mentioned except as a satisfied user trying to help someone
>> who is trying to use Quicken to do something it can't do.
>>
>> I don't own any stock in the companies ( although I should ask myself
>> why not--looks like an oversight I should maybe look into ).
>>
>> If you chose to use Q for handling stock investments you made a mighty
>> bad choice. You need to check into the two programs whose mention has
>> upset you so :)
>>
>> Myself I am happy with using Quicken for my checking and saving
>> accounts. I'm not bad mouthing the program ... just honestly stating
>> that it isn't designed to handle stock transactions properly.
> It's designed to handle simple stock transactions properly. It may or
> may not be implemented as designed however. Then again it just might be
> the FI's who are feeding it bad information.
>
> You have more sophisticated investment needs than most people and
> definitely more sophisticated needs than I have. My needs fall within
> the bounds of both the Quicken spec and the QFX spec AFAICT. I don't
> think I'm out of bounds wanting the product I purchased to work as
> advertised and I'm not willing to go hog wild on a sophisticated
> investing program when I don't need all that functionality.
>
> YMMV.
>
> --
>
> Andrew DeFaria <http://defaria.com>
> If Fed Ex and UPS were to merge, would they call it Fed UP?
===================================
I don't think you're out of bounds for wanting that either. But Quicken
has had problems with stock transactions with every version I've ever
seen which goes back to '95 I believe.
People have < always > complained about it, but nothing has ever been done.
I presume that is because it isn't considered a priority by Quicken top
dogs. Most people don't have stocks to deal with anyway, they figure.
And, years ago, that used to be true. But these days with more and more
companies dumping their pensions into funds that the employee has some
degree of control over, that isn't true anymore.
The programs I mentioned aren't all that sophisticated or involved. They
download from your institution just like Quicken does .... except they
do it right.
They have trial periods ... nothing to lose by giving them a try.
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Posted by Andrew DeFaria on December 28, 2006, 9:05 pm
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az-willie wrote:
> I don't think you're out of bounds for wanting that either. But
> Quicken has had problems with stock transactions with every version
> I've ever seen which goes back to '95 I believe.
>
> People have < always > complained about it, but nothing has ever been
> done.
Same can be said for checking account transaction, transfers, checks,
credit card accounts, etc. Trust me.
> I presume that is because it isn't considered a priority by Quicken
> top dogs. Most people don't have stocks to deal with anyway, they figure.
No they rightfully assume that people are buying Quicken to manage their
basic finances and perhaps cover 401Ks, basic investing, IRAs and the
like. They're not trying to be all things to all people. Indeed they
have other products such as Quickbooks.
> And, years ago, that used to be true. But these days with more and
> more companies dumping their pensions into funds that the employee has
> some degree of control over, that isn't true anymore.
I'd say most people deal in mutual funds not stocks directly.
> The programs I mentioned aren't all that sophisticated or involved.
Covered calls, strangles and butterflies are way more sophisticated than
my needs.
> They download from your institution just like Quicken does ....
> except they do it right.
How would you know unless you understand the concepts, transaction types
and the like that you mention. Answer is you don't - unless you learn
about them. Hell to a person who doesn't understand mutual funds, money
market accounts, CDs and 401Ks their perception of Quicken online
investment download looks correct too!
> They have trial periods ... nothing to lose by giving them a try.
Right. How about my time? I have to download it, install it, apply any
patches needed, run the program, play around with it, enter data, play
with exporting and importing, downloading and hooking it up to my FI,
getting that working, verifying that it is really working and if so
deciding how split and handle my personal finances in Quicken and my
investing finances in this program, how to handle losing "all my
finances in one place" and not getting a true picture of my net worth,
etc. all within this trial period so I can make an informed decision on
whether or not I think it's worth it to shell out the money for this
program that may do what I'm doing more correctly and offer me a whole
bunch of functionality for strangles and butterflies that I probably
will never use. Right. Nothing to lose, nothing to lose at all!
--
Andrew DeFaria <http://defaria.com>
I wrote a song, but I can't read music. Every time I hear a new song on
the radio I think "Hey, maybe I wrote that."
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az-willie wrote:<br>
don't think you're out of bounds for wanting that either. But Quicken
has had problems with stock transactions with every version I've ever
seen which goes back to '95 I believe.
<br>
<br>
People have < always > complained about it, but nothing has ever
been done.
<br>
</blockquote>
Same can be said for checking account transaction, transfers, checks,
credit card accounts, etc. Trust me.<br>
presume that is because it isn't considered a priority by Quicken top
dogs. Most people don't have stocks to deal with anyway, they figure.
<br>
</blockquote>
No they rightfully assume that people are buying Quicken to manage
their basic finances and perhaps cover 401Ks, basic investing, IRAs and
the like. They're not trying to be all things to all people. Indeed
they have other products such as Quickbooks.<br>
years ago, that used to be true. But these days with more and more
companies dumping their pensions into funds that the employee has some
degree of control over, that isn't true anymore.
<br>
</blockquote>
I'd say most people deal in mutual funds not stocks directly.<br>
programs I mentioned aren't all that sophisticated or involved.</blockquote>
Covered calls, strangles and butterflies are way more sophisticated
than my needs.<br>
They download from your institution just like Quicken does .... except
they do it right.
<br>
</blockquote>
How would you know unless you understand the concepts, transaction
types and the like that you mention. Answer is you don't - unless you
learn about them. Hell to a person who doesn't understand mutual funds,
money market accounts, CDs and 401Ks their perception of Quicken online
investment download looks correct too!<br>
have trial periods ... nothing to lose by giving them a try.
<br>
</blockquote>
Right. How about my time? I have to download it, install it, apply any
patches needed, run the program, play around with it, enter data, play
with exporting and importing, downloading and hooking it up to my FI,
getting that working, verifying that it is really working and if so
deciding how split and handle my personal finances in Quicken and my
investing finances in this program, how to handle losing "all my
finances in one place" and not getting a true picture of my net worth,
etc. all within this trial period so I can make an informed decision on
whether or not I think it's worth it to shell out the money for this
program that may do what I'm doing more correctly and offer me a whole
bunch of functionality for strangles and butterflies that I probably
will never use. Right. Nothing to lose, nothing to lose at all!<br>
<pre>-- </pre>
<a href="http://defaria.com">Andrew DeFaria</a><br>
<small><font color="#999999">I wrote a song, but I can't read music.
Every time I hear a new song on the radio I think "Hey, maybe I wrote
that."</font></small>
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Posted by sharx35 on December 29, 2006, 12:03 am
Please log in for more thread options : quoted-printable
I simply manually enter share transactions. NEVER any problems. No =
trying to make F.I. downloads compatible with Quicken.
az-willie wrote:
I don't think you're out of bounds for wanting that either. But =
Quicken has had problems with stock transactions with every version I've =
ever seen which goes back to '95 I believe.=20
People have < always > complained about it, but nothing has ever =
been done.=20
Same can be said for checking account transaction, transfers, checks, =
credit card accounts, etc. Trust me.
I presume that is because it isn't considered a priority by Quicken =
top dogs. Most people don't have stocks to deal with anyway, they =
figure.=20
No they rightfully assume that people are buying Quicken to manage =
their basic finances and perhaps cover 401Ks, basic investing, IRAs and =
the like. They're not trying to be all things to all people. Indeed they =
have other products such as Quickbooks.
And, years ago, that used to be true. But these days with more and =
more companies dumping their pensions into funds that the employee has =
some degree of control over, that isn't true anymore.=20
I'd say most people deal in mutual funds not stocks directly.
The programs I mentioned aren't all that sophisticated or involved.
Covered calls, strangles and butterflies are way more sophisticated =
than my needs.
They download from your institution just like Quicken does .... =
except they do it right.=20
How would you know unless you understand the concepts, transaction =
types and the like that you mention. Answer is you don't - unless you =
learn about them. Hell to a person who doesn't understand mutual funds, =
money market accounts, CDs and 401Ks their perception of Quicken online =
investment download looks correct too!
They have trial periods ... nothing to lose by giving them a try.=20
Right. How about my time? I have to download it, install it, apply any =
patches needed, run the program, play around with it, enter data, play =
with exporting and importing, downloading and hooking it up to my FI, =
getting that working, verifying that it is really working and if so =
deciding how split and handle my personal finances in Quicken and my =
investing finances in this program, how to handle losing "all my =
finances in one place" and not getting a true picture of my net worth, =
etc. all within this trial period so I can make an informed decision on =
whether or not I think it's worth it to shell out the money for this =
program that may do what I'm doing more correctly and offer me a whole =
bunch of functionality for strangles and butterflies that I probably =
will never use. Right. Nothing to lose, nothing to lose at all!
-- Andrew DeFaria
I wrote a song, but I can't read music. Every time I hear a new song =
on the radio I think "Hey, maybe I wrote that."
------=_NextPart_000_007A_01C72ACC.13D0E260
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charset="iso-8859-1"
Content-Transfer-Encoding: quoted-printable
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<META http-equiv=3DContent-Type =
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<STYLE></STYLE>
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<BODY text=3D#000000 bgColor=3D#ffffff>
<DIV><FONT face=3DArial size=3D2>I simply manually enter share =
transactions. NEVER=20
any problems. No trying to make F.I. downloads compatible with=20
Quicken.</FONT></DIV>
<DIV> </DIV>
<BLOCKQUOTE=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV>"Andrew DeFaria" <<A=20
message=20
<A=20
=
5if5QnYnZ2dnUVZ_q2pnZ2d@comcast.com</A>...</DIV>az-willie=20
wrote:<BR>
<BLOCKQUOTE cite=3DmidBGZkh.52995$B42.15173@newsfe12.phx =
type=3D"cite">I don't=20
think you're out of bounds for wanting that either. But Quicken has =
had=20
problems with stock transactions with every version I've ever seen =
which=20
goes back to '95 I believe. <BR><BR>People have < always > =
complained=20
about it, but nothing has ever been done. <BR></BLOCKQUOTE>Same can =
be said=20
for checking account transaction, transfers, checks, credit card =
accounts,=20
etc. Trust me.<BR>
<BLOCKQUOTE cite=3DmidBGZkh.52995$B42.15173@newsfe12.phx =
type=3D"cite">I presume=20
that is because it isn't considered a priority by Quicken top dogs. =
Most=20
people don't have stocks to deal with anyway, they figure. =
<BR></BLOCKQUOTE>No=20
they rightfully assume that people are buying Quicken to manage their =
basic=20
finances and perhaps cover 401Ks, basic investing, IRAs and the like. =
They're=20
not trying to be all things to all people. Indeed they have other =
products=20
such as Quickbooks.<BR>
<BLOCKQUOTE cite=3DmidBGZkh.52995$B42.15173@newsfe12.phx =
type=3D"cite">And,=20
years ago, that used to be true. But these days with more and more =
companies=20
dumping their pensions into funds that the employee has some degree =
of=20
control over, that isn't true anymore. <BR></BLOCKQUOTE>I'd say most =
people=20
deal in mutual funds not stocks directly.<BR>
<BLOCKQUOTE cite=3DmidBGZkh.52995$B42.15173@newsfe12.phx =
type=3D"cite">The=20
programs I mentioned aren't all that sophisticated or=20
involved.</BLOCKQUOTE>Covered calls, strangles and butterflies are way =
more=20
sophisticated than my needs.<BR>
<BLOCKQUOTE cite=3DmidBGZkh.52995$B42.15173@newsfe12.phx =
type=3D"cite">They=20
download from your institution just like Quicken does .... =
except they=20
do it right. <BR></BLOCKQUOTE>How would you know unless you =
understand the=20
concepts, transaction types and the like that you mention. Answer is =
you don't=20
- unless you learn about them. Hell to a person who doesn't understand =
mutual=20
funds, money market accounts, CDs and 401Ks their perception of =
Quicken online=20
investment download looks correct too!<BR>
<BLOCKQUOTE cite=3DmidBGZkh.52995$B42.15173@newsfe12.phx =
type=3D"cite">They have=20
trial periods ... nothing to lose by giving them a try.=20
<BR></BLOCKQUOTE>Right. How about my time? I have to download it, =
install it,=20
apply any patches needed, run the program, play around with it, enter =
data,=20
play with exporting and importing, downloading and hooking it up to my =
FI,=20
getting that working, verifying that it is really working and if so =
deciding=20
how split and handle my personal finances in Quicken and my investing =
finances=20
in this program, how to handle losing "all my finances in one place" =
and not=20
getting a true picture of my net worth, etc. all within this trial =
period so I=20
can make an informed decision on whether or not I think it's worth it =
to shell=20
out the money for this program that may do what I'm doing more =
correctly and=20
offer me a whole bunch of functionality for strangles and butterflies =
that I=20
probably will never use. Right. Nothing to lose, nothing to lose at =
all!<BR><PRE>-- </PRE><A href=3D"http://defaria.com">Andrew =
DeFaria</A><BR><SMALL><FONT=20
color=3D#999999>I wrote a song, but I can't read music. Every time I =
hear a new=20
song on the radio I think "Hey, maybe I wrote that."</FONT></SMALL>=20
</BLOCKQUOTE></BODY></HTML>
------=
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