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Posted by JimH on October 22, 2009, 11:52 am
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Bert Hyman wrote:
> I'm currently using Q2008 Deluxe and it seems to do a nice enough job of
> "managing" my investments. It allows me to manually enter transactions
> and it downloads and keeps track of the daily prices of the stocks and
> mutual funds in my brokerage account, IRAs and 401(k) plan, and I'm not
> really looking for any more than that.
>
> When I look at the compare product chart on the Intuit Web site
>
>
http://quicken.intuit.com/compare-quicken-personal-finance-software-products.jsp
>
> the one indicated additional feature of Q2010 Premier over Deluxe is the
> ability to "Manage investments and plan for taxes."
>
> So, just what's in the investment "management" area that might make
> Premier worth the extra $30?
>
> Have they removed some features from Deluxe and moved them to Premier?
>
I don't think that this function was moved.
I have a variety of investments in stocks, bonds, mutual funds, bond
funds, bullion coins, US Savings Bonds, even a private REIT. I
downgraded from Premier to Deluxe several years ago on one of the annual
releases. The only thing I saw different was the Morningstar ratings on
mutual funds. I also seem to remember some alerts about selling some
investments based on the tax ramifications.
If there were other features, I don't remember them. In any case, I
didn't see any benefit to any of them.
--
Jim
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