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Subject Author Date
What's the best Quicken book? Howard Kaikow 03-12-2007
Posted by Howard Kaikow on March 13, 2007, 2:18 am
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> If you, like me are only interested in investments, why are you
> wasting your time with Quicken. Give Fundmanager a try.
>
> http://www.fundmanagersoftware.com/

Thanx.

Actually, I was only interested in the ability to compare capita lgains
taxes using actual cost vs. average cost. for this year and on.

> They are even kind enough to offer a free trial.
>
> " The evaluation version can be started 60 times before a license key
> will be required. The program is fully functional during the
> evaluation period. After purchasing a license key you may continue on
> using any data generated with the evaluation version."

"60 times" may not be enough to evaluate.

After I do taxes, I'll download and take a look



Posted by Howard Kaikow on March 14, 2007, 12:41 pm
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 Well, I finally finished entering the transactions for all of my sister's
accounts and my account.

The Investment option is not ready for prime time:

1. Entering stuff in the register is buggy.
2. Some other errors may be the result of issues with Fidelity's server, but
still not nice when transactions are skipped or coded wrong.
3. Summary pages are not accurate due to rounding.
4. Tried doing an Investment Performance report:

a. The incorrect total market value was used, i.e., $3030.65 less than the
market value on the Summary tab.
Why would not the value on the Summary tab be used. makes no sense?

b. I did not find a way to get annualized returns for each security in the
account.
5. did not see a way to compare average cost and actual ccost, might be
there, but the Help is inadequate.

So, after I do taxes, I'll take a look at Fund Manager, etc.



Posted by Gerorge Smith on March 14, 2007, 4:21 pm
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On Wed, 14 Mar 2007 11:41:22 -0500, "Howard Kaikow"


>4. Tried doing an Investment Performance report:
>
>a. The incorrect total market value was used, i.e., $3030.65 less than the
>market value on the Summary tab.
>Why would not the value on the Summary tab be used. makes no sense?
>
>b. I did not find a way to get annualized returns for each security in the
>account.
>5. did not see a way to compare average cost and actual ccost, might be

I had similar problems with the one account that I could set up. Part
of the problem, or may all of it, is due to the many hidden things
selected by Quicken in all those drop down menus. It was a pain
to go through all the selections (as there Quicken does not allow
heirarchical portfolios) before I got the number the I wanted to get
calculated. In any case, Quicken does not seem to be made for
investmets.

>there, but the Help is inadequate.

Say that again ... Perhaps Quicken uses a substitutional cipher
in which J = H, O = E, K = L and E = P. Given that they give
no written material with the software, do not explain how the
thing works, etc. it is frustrating. And no support either.

>So, after I do taxes, I'll take a look at Fund Manager, etc.

Same here. Just finished taxes. Will download and evaluate
Fund Manager. The user testimonials and the awards
received are a definite plus, not to mention the web
tutorials.

gs

Posted by Howard Kaikow on March 15, 2007, 2:32 am
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> I had similar problems with the one account that I could set up. Part
> of the problem, or may all of it, is due to the many hidden things
> selected by Quicken in all those drop down menus. It was a pain
> to go through all the selections (as there Quicken does not allow
> heirarchical portfolios) before I got the number the I wanted to get
> calculated. In any case, Quicken does not seem to be made for
> investmets.

Well, if misery loves company, that should make use both happy.
>
> >there, but the Help is inadequate.

> Say that again ... Perhaps Quicken uses a substitutional cipher
> in which J = H, O = E, K = L and E = P. Given that they give
> no written material with the software, do not explain how the
> thing works, etc. it is frustrating. And no support either.

"Help", what's that?

> Same here. Just finished taxes. Will download and evaluate
> Fund Manager. The user testimonials and the awards
> received are a definite plus, not to mention the web
> tutorials.

In my quest to postpone doing taxes, I more carefully investigated the info
on the three products at their web sites.
For dealing with just mutual funds (it may also handle ETFs), based on
reading the info, Fund Manager is the clear winner.

Heck, there's even "documentation"!!
Most of my questions were answered merely by looking at the info at the web
site and the screen shots provided.

Of course, I do not intend to download the trial until after I do taxes. but
my flesh is weak, who knows what I might do in an impulsive moment,



--
http://www.standards.com/; See Howard Kaikow's web site.



Posted by Buck Frobisher on March 13, 2007, 12:26 am
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>> Quicken is brain-dead when it comes to investments. Anything beyond a
>> simple buy or sell of a stock is unknown territory for Quicken.
>
> Perhaps, but the Help is also poor.
> I'm wasting a lot of time trying to get answers to very simple questions.
> I was hoping a book could help.
> So please stick to topic of this thread.

Well there are many, but did you try the "Dummies Guide to" yet?



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