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Posted by Oilcan on September 23, 2007, 10:27 pm
Please log in for more thread options My experience is the application is more stable. Although Q2007 works in
Vista, I found it unstable in downloads and frequent crashes. This was on a
new laptop with a clean install! The upgrade went smooth and my downloads
now work great! (I probably will eat crow now!)
I have only two issues 1) E*Trade Bank does not do Express Web Connect (it
worked for awhile in 2007, but stopped working about 1 month before I
upgraded to 2008) and 2) I can seem to get my PayPal account set-up - I find
no help in Quicken or on the PayPal site.
I suspect most of the work in the upgrade was Vista related which is
transparent to us.
Oilcan
> Thanks for the details answer Steve. I mostly want to make sure it's
> functional and doesn't have any significant bugs that could upset my
> financial tracking.
>
>
>> You can download a 60-day trial version of Q08 directly from Intuit. I
>> am running Q08 Deluxe trial on a 2nd computer in parallel with Q07 to
>> find any differences worth the expense. Of minor note, on the cash flow
>> summary, they changed the way my reimbursements are tracked when booked
>> to the original expense category. In Q07, they show as income, in Q08
>> they net out from expense.
>
> If I understand correctly, what you're describing is how to model a double
> negative? I do the same thing with reimbursements as you but I've never
> cared about the cashflow summary because it's always so far off from the
> truth. I never bothered to investigate why. I suspect the situation
> you're describing may be why it's always so different for me from what I
> expect.
>
> Out of curiousity. Do you prefer this change in 2008?
>
>
>
>> Second, I like that PayPal has been added to the one-step download.
>> However, when testing, I found that duplicate transactions come down.
>> This happened when I paid with an e-check...the original payment
>> transaction downloaded, but then when the e-check cleared, it came down
>> as another new payment transaction. The offshore programmers missed this
>> scenario in their coding efforts.
>
> That is very nice and I'm looking forward to it. Both my wife and I have
> PayPal accounts but we don't use them on a regular basis. This will help
> us monitor them.
>
>
>> Third, I like the Financial Overview page and the Net Worth by Year
>> information it presents. It gives a good snapshot and just enough detail
>> to get a good understanding of the big picture.
>
> Excellent. I have built several custom reports for this sort of big
> picture understanding and planning. I'm looking forward to this change
> since it's right in line with how I use Quicken.
>
>
>> One thing I would like to see is a snapshot graph of cash flow by month,
>> instead of just Income/Expense. I want to see my actual cash flow
>> graphically for each month. The I/E graph is useless, especially when I
>> have a 16 month no interest personal loan for a home improvement item. I
>> show a big expense for July, but my actual out of pocket for each month
>> is the amount I choose to send in during the no-interest accrual period.
>> The Cash Flow Details button on the Cash Flow page _almost_ does what I
>> want, but I want to see it i a graph by month, rather than the textual
>> details.
>
> I'm totally tracking you here. We think alike. I have long had issues
> with any of the monthly planning type tools because of this exact reason,
> and other similar ones. I have a similar heartburn with the budgeting
> feature. I also like the graphical views.
>
>
>> Budgeting hasn't changed, reports haven't changed, home inventory hasn't
>> changed. I haven't yet run across much else that has changed that
>> justifies the cost of upgrade from 2007.
>
> I've long struggled with that every year. I forgot when the big UI change
> year happened. Was that for 2003, or was it 2006? I forgot when that
> happened, but other than that big UI change each year is always slightly
> incremental. Althrough each year I like the subtle changes. Only one
> year have I ever felt it got worse. So even though not much has changed
> I'm sure I will upgrade simply to stay on top of things. I wouldn't be
> surprised if there are other Premium feature enhancements like better
> Morningstar data. I thought I read something about better tools for
> rebalancing. Did you check into this? I may have my wires crossed with
> something else though.
>
>
>> I would suggest that you download the trial and look at the "What's new
>> in Quicken" item under the Help menu. If you decide to convert your data
>> for the trial, Quicken will make a copy of your pre-2008 data files. I
>> still suggest keeping your own copy of Quicken data prior to the
>> conversion, both on your computer's hard drive and on external storage.
>
> I won't bother with the trial. Either it's in working order and I'll
> upgrade, or they need a few more patches for it to become functional and
> I'll wait until then. My intent when I started this thread was to
> understand the stability of the program at present. In the past I have
> waited until January to buy Q + TT at the same time to maximize the
> rebates, but I don't care about getting that extra $10 or so compared to
> the effort. So if you feel Q is functional I'll upgrade today. If you
> think it still needs some patches, I'll wait.
>
> Thanks for taking the time to reply with such detail.
>
> Cheers,
> Scott
>
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