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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, 2:19 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?

Not yet.



Posted by Howard Kaikow on March 13, 2007, 3:14 am
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Personal Stock Monitor also looks interesting

http://www.personalstockmonitor.com/



Posted by Gerorge Smith on March 13, 2007, 9:12 am
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On Tue, 13 Mar 2007 02:14:17 -0500, "Howard Kaikow"

>Personal Stock Monitor also looks interesting
>
>http://www.personalstockmonitor.com/
>

Indeed. Liked the bit about

"Multiple portfolios - Allow you to track investments for multiple
people, or your own multiple portfolios."

Amazed that Quicken cannot do this in this day and age .....

Also, the NAIC has a package called Portfolio Record Keeper.

http://www.quantixsoftware.com/index_bipm.php

It has undergone major upgrades and facelifts in the past
ten years and is supposed to be quite good according to
product comparison reviews.

gs

Posted by Howard Kaikow on March 13, 2007, 10:57 am
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> On Tue, 13 Mar 2007 02:14:17 -0500, "Howard Kaikow"
>
> >Personal Stock Monitor also looks interesting
> >
> >http://www.personalstockmonitor.com/
> >
>
> Indeed. Liked the bit about
>
> "Multiple portfolios - Allow you to track investments for multiple
> people, or your own multiple portfolios."
>
> Amazed that Quicken cannot do this in this day and age .....

For Investments, Quicken is weak.
And, Quicken downloaded a transaction claiming that Fidelity Contrafund paid
a dividend yesterday, at least in my account, but not in my sister's
accounts. Fidelity states that no such dividend was issued.

> Also, the NAIC has a package called Portfolio Record Keeper.
>
> http://www.quantixsoftware.com/index_bipm.php
>
> It has undergone major upgrades and facelifts in the past
> ten years and is supposed to be quite good according to
> product comparison reviews.

Reviews where?



Posted by Jeff on March 14, 2007, 5:59 pm
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> On Tue, 13 Mar 2007 02:14:17 -0500, "Howard Kaikow"
>
>>Personal Stock Monitor also looks interesting
>>
>>http://www.personalstockmonitor.com/
>>
>
> Indeed. Liked the bit about
>
> "Multiple portfolios - Allow you to track investments for multiple
> people, or your own multiple portfolios."
>
> Amazed that Quicken cannot do this in this day and age .....
>
> Also, the NAIC has a package called Portfolio Record Keeper.
>
> http://www.quantixsoftware.com/index_bipm.php
>
> It has undergone major upgrades and facelifts in the past
> ten years and is supposed to be quite good according to
> product comparison reviews.

"Portfolio Record Keeper"
" Personal Stock Monitor"
" Fundmanager"

Can any of these investment software download investment transactions from a
stockbroker or do all transactions have to be entered manually?

Jeff



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