Help with financial accounts

Jun 15, 2005 5 Replies
A

Well, I've bought pretty near every Quicken since about 1990. Quicken Premier 2005 R.5 is quite a disappointment. Maybe you can help me to figure out how to fix what I have. I've tried the Quicken help desk and I've sent a bug report. The Quicken help desk was slow to tell me to pay for my help. Sigh.


  1. I installed Quicken 2005 and imported all of the Quicken 2003 data. The data extends back to (about) 1990.


  1. In my Traditional IRA most of the account values seem to have been copied over, along with Placeholders. I suppose that I need to enter the Placeholder data, but did I do something wrong? I would have thought that the old data would have been sufficient.

  2. Roth IRA Account. I bought and sold some shares. I thought that the transaction should be 'Mutual Fund Name Change'. What happened was that all of the transactions in the account were changed and now I'm unable to change them back and correct the problem. Any idea as to what to do? I would like to restore the original mutual fund name, sell all shares in it, and then purchase a new mutual fund. All in the same account.


  1. I have an IRA with a company which uses Hewitt Associates. When I installed Quicken 2005, Quicken would not set up online updates, even though Hewitt is one of the listed financial institutions. Since that time, I have tried to edit the account information to see if I can turn on online downloading. No luck. Can't seem to find the magic button. Anything that I can do?

  2. I am a wise and sagacious investor who in the last several weeks saw my 'Net Worth by Year' on the 'Financial Overview' page increase from an overstated Million to Million. Now it's time to collect the money. Any idea how to collect or fix the problem? Net Worths for 2003 and 2004 are missing. (I only wish I had the Million to start with even though the Million is more attractive.)


  1. In the 'Net Worth by Year Summary' on the same 'Financial Overview' page I have Net Worths for 2003, 2004, and YTD. The Net Worth for 2003 seems OK but the remainder have either very large numbers or '*'s in place of numbers (see above).



Any help with any of this would be a help. I don't know what to do.



RANT: Quicken has really come down in service and quality of their product.



thanks



art


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H

"Arthur Schwarz" wrote in news:mrNre.960092 $ snipped-for-privacy@bgtnsc05-news.ops.worldnet.att.net:

Did you make backups, and did you validate the data sets in Q03, before converting with Q05? Did you update the newly installed Q05 before converting the Q03 data? If no to these questions, I suggest uninstalling Q05, reinstalling Q03 (which I avoided - I went from Q02 deluxe to Q05 DL without a problem to speak of), and then validating etc everything. Then make backups and reinstall Q05.

FWIW, upgrading Quicken is hazardous, and I recommend thoroughly cleaning the registry and the file system of anything and everything Intuit and Quicken. In addition, only install after you have done a fresh reboot, with preferably the computer totally powerless for at least 5 min (but that may be an old hangup of mine).

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M

On Wed 15 Jun 2005 06:13:59a, Han wrote in news:Xns967649951E75Bikkezelf@130.81.64.196:

1 minute always worked great for me.
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A

Well, it may be a little too late. I installed the system several months ago and am trying to gradually creep up on each problem seen. If I have to uninstall Q 05 and reinstall Q03 then (I think) I'd lose all of the data input to this date. This would not be a good thing - sigh.

And no, I didn't do any of the things suggested. I just put the CD in and went 'bang'. Now I have problems.

But thanks for advise. On the next version of Quicken that I buy I will know what to do. Seems a shame though. A good product run to sludge.

art

How do you validate data sets?

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M

Aw, come on. That is such an unfair criticism. Just because you had problems does not mean the product is suddenly "sludge". Countless people installed it, many without those elaborate precautions (I, for one) and do not have any problems.

There are numerous problem areas that may be unique to your installation that could contribute to the problem, not least of which may be your data file (which I guess you'll blame on Intuit as well), or the way your computer is set up or..

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S

Arthur,

I'm glad to hear other people are constantly dissappointed with Quicken. I use that phase a lot. Sounds better than "chronically disappointed", but it means the same thing.

I ended up writing my own code to get around Quicken's short-comings. It works mostly for tracking brokerage-type accounts. I handle all the transactions that Quicken doesn't (option expire, option assignment, etc., including basis adjustment; symbol changes, etc.). I also generate a *continuous* performance curve, which avoids the discontinuities of account value after a Move In/Out of cash or securities.

Anyways, I made the site available to the public for free. It's also a forum for sharing investing information (accounts are normalized to percentages, you can't see dollar amounts).

Everything should work smoothly and elegantly. If you have any questions, ask away. I'm looking for feedback, since I can fix things in a matter of minues. Just like Intuit :)

Here's my rollover IRA:

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Here's my managed brokerage account:
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There are some people that have account info over several years:
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Hope this helps, Steve

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