Home Page link  

Quicken 2008: Home Screen

  
Groups | Search | About
User Password
Register Now! Lost Password?

Quicken Personal Finance Discussions - Quicken - personal finance software discussions

 Post an article  get this group's latest topics as an RSS feed add this group's latest topics to your My MSN content add this group's latest topics to your My Yahoo content  add this group's latest topics to your Google content  YahooMyWeb Yahoo!  Google Google  Windows Live Favorites Windows Live  del.icio.us del.icio.us  digg digg  Add to Netscape Netscape
Subject Author Date
Quicken 2008: Home Screen Chester 08-27-2007
Posted by John Pollard on August 29, 2007, 7:34 pm
Please log in for more thread options
 Margaret wrote:

> Since all of the transactions w/ the checkmark (where it
> shouldn't be)
> are all transfers, there's no category to check. But I did
> look at
> the category list. The only accounts that have checkmarks are
> my
> 403b, Roth IRA and checking accounts. So of course, the
> "transfer"
> transactions that have this checkmark all seem to involve a
> transfer
> to these three accounts. Now I can see why the 403b and Roth
> IRA
> accounts are tax related. But my checking out isn't (doesn't
> even
> pay interest), and when I edit my checking account's
> properties,
> there's nothing marked at all (re taxes). Interesting, eh? I
> guess
> time will tell. After all, this data set has been in use
> since the
> early 1990, even though my current file set only has three or
> four
> years of data in it.

Just to try to eliminate the corruption possibilty: what happens
if you edit the account name for one of those accounts that
should not be treated as having a tax impact. Suppose you edit
the account name by placing your cursor in the account name
field, then holding down the space bar until it reaches the end
of the field, then re-keying the same account name into the
field. (For those who might not know: the purpose is to insure
there are no undisplayable characters in the account name
field.)

You still might do the same thing with the Tax Line Item field
in the Category List, to make sure there are no undisplayable
characters in the Tax Line Item field.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup



Posted by Chester on August 27, 2007, 10:08 pm
Please log in for more thread options
 I purchased it online... goggled a discount code, and found one that once
clicked, was 36% off...

> John Pollard wrote:
>>
>> You're right, the Q2008 Projected Cash Flow screen is in a
>> different place than it was in Q2007 ...
>
> Gadzooks! You got 08 already John??
>
> --
> -------------------------------------------------------------
> Regards -
>
> - Andrew
>

Posted by Margaret on August 28, 2007, 1:03 pm
Please log in for more thread options
I googled and saw the discount code for 36% off, but it turned out to be
20%, when I actually clicked through to the sale point (Premier). Still
not as good as the Staples $20 gift card deal plus Intuit rebate. I
guess we won't know until Q2008 appears in stores in a couple weeks or so.

I have to say I'm itching to have QP2008, but John's description of
classes being gone and replaced by tags have me hesitating about an
upgrade before the end of the tax year, as I have finally started using
a couple classes to handle medical expenses which, unfortunately, have
gotten to the deductible point for me.

Now if I could really find $36 off *that* would be a real draw! Never
occurred to me to google discount codes. Thanks for the tip on that one!!

Regards,

Margaret

Chester wrote:
> I purchased it online... goggled a discount code, and found one that
> once clicked, was 36% off...
>
>> John Pollard wrote:
>>>
>>> You're right, the Q2008 Projected Cash Flow screen is in a
>>> different place than it was in Q2007 ...
>>
>> Gadzooks! You got 08 already John??
>>
>> --
>> -------------------------------------------------------------
>> Regards -
>>
>> - Andrew
>>

Posted by John Pollard on August 28, 2007, 3:21 pm
Please log in for more thread options
Margaret wrote:
> I googled and saw the discount code for 36% off, but it turned
> out to
> be 20%, when I actually clicked through to the sale point
> (Premier). Still not as good as the Staples $20 gift card deal
> plus Intuit
> rebate. I guess we won't know until Q2008 appears in stores
> in a
> couple weeks or so.
> I have to say I'm itching to have QP2008, but John's
> description of
> classes being gone and replaced by tags have me hesitating
> about an
> upgrade before the end of the tax year, as I have finally
> started
> using a couple classes to handle medical expenses which,
> unfortunately, have
> gotten to the deductible point for me.

I only use classes in a very limited way and I have not
attempted any thorough testing of tags in Q2008.

But when Q2008 converted my Q2005 file, it just converted my
classes to tags.

One old class = One new tag. Other than the terminology, and
the placement of tags in separate fields, I could not find any
difference in results for my newly converted data and my Q2005
data - class-wise/tag-wise.

But in Q2008, you can, if you chose, have multiple tags for the
same transaction. And tags are carried in a separate field from
categories in transactions, and appear in separate fields in
reports.

Q2008 does not seem to have carried the separate field for tags
into Memorized transactions, which I don't quite understand
(though you can still put a tag with the category, as you would
have put a class there in earlier versions).

And Q2008 does not seem to allow a tag to be changed in a
Find/Replace without regard to the category of its transaction.
But you can "retag" transactions independently of their
categories using a "Transaction" report, selecting the desired
transactions, clicking Edit, then "Retag transactions". When
you need it, that capability will be very useful.

In short, I don't think you should have any concerns about the
switch to tags from classes. (But you have 60 days to test it
out and get a full refund if I'm wrong.)

Still, I understand the conservative approach; it's probably
close to my own.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup




Posted by Margaret on August 28, 2007, 5:58 pm
Please log in for more thread options
John Pollard wrote:
>
> I only use classes in a very limited way and I have not
> attempted any thorough testing of tags in Q2008.
>
> But when Q2008 converted my Q2005 file, it just converted my
> classes to tags.
>
> One old class = One new tag. Other than the terminology, and
> the placement of tags in separate fields, I could not find any
> difference in results for my newly converted data and my Q2005
> data - class-wise/tag-wise.
>
> But in Q2008, you can, if you chose, have multiple tags for the
> same transaction. And tags are carried in a separate field from
> categories in transactions, and appear in separate fields in
> reports.
>
> Q2008 does not seem to have carried the separate field for tags
> into Memorized transactions, which I don't quite understand
> (though you can still put a tag with the category, as you would
> have put a class there in earlier versions).
>
> And Q2008 does not seem to allow a tag to be changed in a
> Find/Replace without regard to the category of its transaction.
> But you can "retag" transactions independently of their
> categories using a "Transaction" report, selecting the desired
> transactions, clicking Edit, then "Retag transactions". When
> you need it, that capability will be very useful.
>
> In short, I don't think you should have any concerns about the
> switch to tags from classes. (But you have 60 days to test it
> out and get a full refund if I'm wrong.)
>
> Still, I understand the conservative approach; it's probably
> close to my own.

Thanks for your explanation of tags, John. I, too, use classes in a
very limited way. Funny how I just used them for the first time this
year. I can't imagine myself returning Quicken.... Esp since I've
upgraded yearly for more than 10 years now. But having the option is
always a nice thing. :-) Having always been an early adopter (esp of
Quicken), I probably won't end up waiting till the new tax year starts,
either. :-)

Thx again,

Margaret

Similar ThreadsPosted
2007/10/15 Peachtree Premium Accounting 2007, QuickBooks Enterprise Solutions 7.0, Quicken Premier 2008, Quicken Home and Business 2008, other new programs October 15, 2007, 7:11 am
Scheduled updates and status screen in Quicken H&B 2008. help! October 12, 2007, 11:20 am
Screen Flicker Issues in Quicken 2007, 2008 March 12, 2008, 10:44 am
Quicken Home & Business 2008 Canada October 19, 2007, 11:40 am
Tax Report Schedule A - Quicken 2008 Home & Business October 8, 2007, 4:23 pm
startup annoyances -- quicken 2008 home & business June 3, 2008, 10:03 pm
Cash Manager 2008 vs Home & Business 2008 October 27, 2007, 2:50 am
Quicken home and business 2008 - Not updating securities in my RRSP account November 16, 2007, 11:55 pm
Quicken Home & Business 2008 - Preferences reverting back to defaults March 15, 2008, 8:28 pm
Should I Upgrade from Quicken 2007 to Quicken 2008 Home and Business? September 6, 2007, 6:14 pm

Contact Us | Privacy Policy
This site is not affiliated with Intuit - makers of Quickbooks and Quicken software
This site is not affiliated with Sage Software - makers of Peachtree accounting software
XML SitemapXML Sitemap