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The evil principalicy is forcing me to upgrade - need advice

 

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The evil principalicy is forcing me to upgrade - need advice Marc Auslander 01-18-2008
Posted by R. C. White on January 21, 2008, 3:16 pm
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Hi, RWM.

Whoops! My previous post is in need of some serious correction! :>(

After further review, I see that my Quicken 2008 is the Deluxe edition.
Read on...

> Is Basic the same as Starter edition?

No. The Starter edition is for someone who has never run Quicken before and
therefore has no data files to import. A Starter edition user MUST start
from scratch.

In previous years, the Basic edition was as I described earlier. For 2008,
the Basic edition is not offered at all. Deluxe is as low as we can go,
except for the Starter edition. With Deluxe, we can import our prior years'
data files. And I was misreading the chart on the back of the box. Deluxe
DOES handle 401, IRA, 529 plans, etc. The Premium edition adds investment
reports and "generates Schedule A, B and D tax reports", which can then be
attached to Form 1040. I do this with TurboTax, but maybe Premium would
smooth the transition. Home & Business adds some business functions, but
I've never used that, so I don’t know the details.

So, for 2008, I stepped up from Basic to Deluxe - involuntarily. Deluxe now
includes all the basic functionality and is entirely adequate for those of
who don't need the optional features.

RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
rc@grandecom.net
Microsoft Windows MVP
(Currently running Quicken 2008 Deluxe in Vista Ultimate x64)


Posted by RWM on January 21, 2008, 3:32 pm
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Thanks for the help.

Posted by pyotr filipivich on February 8, 2008, 5:37 pm
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I missed the Staff meeting, but the Memos showed that "Jeff"
alt.comp.software.financial.quicken :
>Han wrote:
>> @newsfe19.lga:
>>
>>> I am presently using Quicken Deluxe 2006 and therefore do not need to
>>> upgrade till next year. Would there be any advantage (features,
>>> bugs, etc.) in upgrading to QD 2008 this year rather than wait till
>>> I am forced to next year?
>>>
>>> (My computer uses XP not Vista).
>>>
>>> Jeff
>>>
>> That depends on how badly you need whatever is really new in 08. Not
>> much, if you ask me, but marketing got me to believe I needed 08 for
>> my Vista (ugh) laptop.
>>
>> Bottom line: If you are satisfied wit 06, keep using it until it
>> really stops working. Even then, as discussed in other threads,
>> netstock appears a very good workaround for the deficient stock price
>> downloads in Quicken, and most FI's may (??) let you download data
>> for older Quicken versions (I amd not sure of that).
>
>That was precisely how I felt about it. I plan to wait till next year
>before deciding but thought to solicit opinions in case there were
>things I did not know about. It does not seem like QD 2008 has any
>"must have" advantages over continuing with QD 2006.

        Dang.

        I found Q2005 to be the sort of product of which nothing was
superior. Which is what I used for the last two years, saving Q2005
only for stock portfolio updates.

        And now that's going away.

--
pyotr filipivich.
For Sale: Uncirculated Roman Drachmas, feature Julius Ceaser's Portrait,
several dated 44 BCE. Comes with Certificate of Authenticity.

Posted by Marc Auslander on January 20, 2008, 3:03 pm
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>
> 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.
>
Never noticed the find on the menu. I've always used ctrl-f - which
behaves a I've described. find from the menu behaves as you say.
That helps - thanks.

...
>
> 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
> Please reply to newsgroup

I see - and that helps - but IMHO the account list should show
everything, and hidden should mean hidden from everything else.

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