Q2006W up and running

Converted Q2003W file (62,000 items in 40-50 accounts). First impressions - accounts and reports tie, downloads work, and end-of-month processes work.

Obviously, issues likely remain to be discovered; however, the first half day has been good.

YMMV

Reply to
Britt Mayo
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Quick question before I decide on upgrading from 2005,

1 - has the ability to change an accounts' currency been added?

2 - can Quicken synchronize exchange rates over the internet?

I hate the "and another xyz user-requested features" but they never list them!

Thanks to whoever has a chance to look this feature up in 2006

Regards, Spyro

Reply to
Spyro

First looks (both from Q2006 help - my file is not set up for multicurrency support, so I could not run an actual test):

1 - "You can associate any currency on the Currency List with an account when you create the account." - so looks like not updatable (and there is no apparent related topic on changing currency on an account ... only on changing the home currency for the system).

2 - "Because Quicken uses the exchange rate in the Currency List when it converts between currencies, you may want to update the exchange rate before entering a foreign currency transaction." - and the link takes you to a spot where you can manually update it. Looks like a "no"

Hope these are useful.

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Reply to
Britt Mayo
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Reply to
Margaret Wilson

I just want to thank you for all your review comments since I have not yet acquired Quicken 2006 and am currently running basic version 2004. I have been upgrading versions about every 2 years.

Thanks again.

recategorize

Reply to
Robert Sharon

Thanks Britt, must be two of those one-in-a-milllion requests they really couldn't care less about (I am sure they changed the shades of beige in the register though) Oh well, from reading the other articles in this newsgroup it still looks like a worthwhile update .... I'll give myself a few more days. Regards, Spyro

Reply to
Spyro

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Very nice feedback report. Thanks.

Reply to
Mike B

Mike - are you saying that when you enter a transaction in Q2006, you can hit this blue star icon and rate the vendor? And those ratings appear on this new website (I do see it is owned by Intuit), but I am having trouble putting these pieces together with what Margaret said and your single line reply. If that's the way it works, that seems kind of odd!

Reply to
Andrew

Andrew, you put the pieces together correctly. :-)

Regards,

Margaret

Reply to
Margaret Wilson

You got it. Seems Intuit (alone or in partnership) has embarked on a project to provide local retailer/contractor feedback to local communities. The process is made simpler through Quicken, when you pay, you simply click-'n-rate, and when you need a local contractor, restaurant review etc., you go to zipingo.com and look it up.

Reply to
Mike B

OK Margaret - thanks. Do you know if you can hit the icon before you enter the bill? I suppose it might be useful to see ratings BEFORE you actually submit the expense to your Quicken files. I must say, however, that finding this stuff out (ie: vendor ratings) as you're about to write them a check seems a little late in the payment cycle to me! Shouldn't one have done their homework a tad earlier?? I might just be missing the whole idea here.

Reply to
Andrew

You miss the point. You rate your vendors when you pay them. You use zipingo.com to lookup vendors in your area based upon their ratings.

Reply to
Mike B

Weird. When I participated in a usability study for this site (and the corresponding Quicken features) in March, it was called "Canvas".

Reply to
Steven E. Harris

OK - I got ya Mike. Still not sure about the usefulness, however. If I found a vendor that appeared fine before dealing with them, I don't think I'd be that inclined (because of laziness) to rate with a decent rating (or whatever it might be called) as I'm paying them, especially if they met my previously expected expectations (how's that for redundancy?). On the other hand, if they pissed me off, I would probably zing them when paying because I'm mad.. Ergo - I doubt I'd trust the ratings that much anyway. Kind of like one of those unscientific polls, or ship cruise reviews, or the trend to read more negativeness about Quicken in this forum when people do more complaining rather than praising, or whatever. It's all not very scientific and subject to much abuse.

But if it makes people happy, knock yourselves out! Thanks for the explanation.

Reply to
Andrew

Nice review Margaret - thanks!

Reply to
Andrew

Not only do you get bonus points for redundancy, but also for the length of the sentence. ;) I would assume that each person's tolerance level for a few mouseclicks may differ from the next. If people perceive it as a "community thing", it may in fact catch on.

I think even that serves a purpose. I rated a new restaurant in my area and zinged them for truly bad food. Then I also went on and rated my fave restaurants in my area, just so the next guy looking for a bite to eat would see my perspective. The middle-of-the-road restaurants, well I'll rate them when/if I feel like it.

Sure. On the other hand, if I'm looking for a plumber, I'm always worried I find a good guy. I may well use zipingo to look for a local guy that has been rated by "someone from my community (The Greater Brotherhood of Quicken Users)" rather than to just play guessing games with the yellow pages ads.

When you get to Quicken 2006, try it, you may like it. I will tell you, it is not imho a selling point for Quicken, it is perhaps more like one of those features they introduce one year just to withdraw in the next year. The entire Zipingo thing is still kind of a beta-test process.

Reply to
Mike B

Margaret,

Try clicking the "History" icon at the top of one of your reports. I think that gives the option to show the subreports.

Fozzy

"Margaret Wils>

Reply to
Fozzy

Fozzy, you are indeed correct. My missing reports are not missing at all! It's interesting though, when I click "History," it shows both the graph and the report, although there are buttons to hide each. I'll have to play with the reporting feature more to figure out how to best use it. One thing I do wish, is that the reports window would stay open in the background when I run a report. Instead, it gets minimized at the bottom of the Quicken window, which means when I close the report, I then have to restore the reports window so I can choose another report. It's been this way for at least a couple versions of Quicken IIRC, so it's not a big deal, just a minor annoyance.

Anyway, thanks for the tip! :-)

Regards,

Margaret

Reply to
Margaret Wilson

Hmm, just realized that if I click "show report list" under the History menu, all the subreports show up on the left side of the report just as they did with QP2005. Great!

Regards,

Margaret

Reply to
Margaret Wilson

I can do that with my version of Q2005, and I assume you could've too. I'm using Q2005, Basic. Put your cursor anywhere on that accounts bar and RIGHT-click. Among the options there is to move the bar to the left or the right side of your screen or to hide it completely. When you hide it, there's a tiny tab up near the top of the register. Clicking that unhides the accounts bar. I assume you no longer have Q2005 installed anywhere where you could try this yourself.

Reply to
D Persica

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