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Posted by Jeff on May 9, 2007, 3:14 pm
Please log in for more thread options John Pollard wrote:
> Jeff wrote:
>> Quicken Deluxe 2006 Retirement planner does a reasonable
>> job of showing graphically how your accounts will grow
>> over time till retirement based on your settings. Is
>> there a built in tool that will show how the reality of
>> your funds growth matches, under or over performs what Q
>> had predicted them to grow to - say 5 years ago?
>> I believe Q constantly updates the "starting amounts" so
>> that it is always calculating and predicting from a
>> starting point of your present account balances. If so
>> there is no way of determining through Q itself how
>> closely its past predictions match what actually
>> happened.
>
> Aren't those pretty much *your* "predictions", rather than
> Quicken's?
Yes they are but using Quicken as a tool .....
> Anyway, as a workaround, perhaps you could try this. Choose a
> convenient interval that would permit you to make the
> comparisons you desire - say 1 year. Plan to make "extra"
> Quicken backups to a special "comparison" folder every
> "interval". When you make the backup, open it, and remove the
> Scheduled Transactions, and deactivate everything for
> downloading, including quotes. You could even put a password on
> all the existing transactions so they couldn't be modified.
>
> Then when you wanted to do a comparison, you could open the
> appropriate "special" Quicken backup and note the plan values.
That is the work around I figured out for myself. I just wondered -
since Quicken keeps the data on past transactions, etc - it would as a
really nice feature if it also kept track of the projections it had
calculated for me using "my" (or Quicken's default) assumptions.
Apparently it does not. Maybe sometime in the future. Should not be a
real hard feature to implement.
Thanks.
Jeff
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