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Subject Author Date
The evil principalicy is forcing me to upgrade - need advice Marc Auslander 01-18-2008
Posted by Marc Auslander on January 18, 2008, 9:04 am
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 2005 works fine - but the evil principality is forcing an upgrade. I
run 2005 delux. I need to know if 2008 delux has the stuff I need.
Specifically -

In the comparison it says that premier lets you "get investment
performance reports". My 2005 delux will show the performance of an
investment account - it tracks the basis and shows gains in several
ways.

Has this been removed from 2008 delux? Or is the "get investment
performance reports" something else?

Posted by Howard on January 18, 2008, 7:08 pm
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 wrote:
> 2005 works fine - but the evil principality is forcing an upgrade. I
> run 2005 delux. I need to know if 2008 delux has the stuff I need.
> Specifically -
>
> In the comparison it says that premier lets you "get investment
> performance reports". My 2005 delux will show the performance of an
> investment account - it tracks the basis and shows gains in several
> ways.
>
> Has this been removed from 2008 delux? Or is the "get investment
> performance reports" something else?

I'm in the same boat. I want to know if Deluxe has the retirement
planner and asset allocation.

BTW I tried to upgrade using the $20 discount at the Quicken site and
its in a loop asking for an ID and password after I enter them. Over
and OVER. Oh, and chat customers service is just a dead screen?????

Posted by Howard on January 20, 2008, 9:25 am
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> wrote:
>
> > 2005 works fine - but the evil principality is forcing an upgrade. I
> > run 2005 delux. I need to know if 2008 delux has the stuff I need.
> > Specifically -
>
> > In the comparison it says that premier lets you "get investment
> > performance reports". My 2005 delux will show the performance of an
> > investment account - it tracks the basis and shows gains in several
> > ways.
>
> > Has this been removed from 2008 delux? Or is the "get investment
> > performance reports" something else?
>
> I'm in the same boat. I want to know if Deluxe has the retirement
> planner and asset allocation.
>
> BTW I tried to upgrade using the $20 discount at the Quicken site and
> its in a loop asking for an ID and password after I enter them. Over
> and OVER. Oh, and chat customers service is just a dead screen?????

After looking at the Quicken website and getting the registration to
work, I decided to buy Deluxe. Deluxe will provide asset allocation,
portfolio analysis (such as Q does it), retirement planning and tax
planning. So far I haven't found anything missing from my 2005 deluxe
needs. Saved $20. Install was painless.

Posted by Marc Auslander on January 20, 2008, 10:23 am
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After reading some posts in the quicken user forum, I decided to go with
2008 Delux. It installed reasonably painlessly, and is only slightly
less useful than 2005 if you turn off stuff you don't want, like tags.
They do burn screen space with the silly tabs, and I haven't found a way
to turn them off.

The investment account performance reports, which were my concern, seem
the same.

The only really stupid "improvement" so far is that the find dialog now
defaults to the currently selected field, which is almost always date,
rather than the last field searched. Sigh!

The investing tab shows all accounts, even those hidden, which makes its
totals useless.

Posted by John Pollard on January 20, 2008, 11:04 am
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Marc Auslander wrote:

> The only really stupid "improvement" so far is that the find
> dialog
> now defaults to the currently selected field, which is almost
> always
> date, rather than the last field searched. Sigh!

Not necessarily; it depends on how you initiate the find.

If you right-click in a field, then left-click "Find", the find
will have the selected field in the Search field.

If, however, you click "Find" in the register menu, the Search
field will be the last Search field, regardless of which field
is currently "selected" in the register.

> The investing tab shows all accounts, even those hidden, which
> makes its totals useless.

This isn't true either.

Depending on which tab you choose in the Investing Center, you
can either Customize the View to exclude hidden accounts
(Portfolio tab), or just make sure you do not have the Account
List "Option" set to "View hidden accounts".

--
John Pollard
First initial underscore Last name at mchsi dot com
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