quicken 2008--is it worth the upgrade from 2007?

In a nutshell, no....people who update Quicken every year have more money than brains.

If you use classes to separate personal and business transactions Quicken 2008 kills your business reports. It implements a "feature" that for a category to be used in a Profit and Loss report it must be mapped to a business tax line (i.e. a line on a Schedule C). This also means you cannot use the same categories for personal and business tracking. For example if you have a category "Automobile Exp" with subcategories for repairs, fuel, etc. You cannot use classes to allocate between personal and business use (i.e. allocating via a mileage log).

So if you're look>are there any significant improvement esply in the reporting function,

One wonders why you would be including your business transactions in the same file with your personal transactions.

A few of the reasons I do it ...

- Get a single, complete tax schedule report with both 1040 and Schedule C forms

- Download all bank and credit card info at the same time (I have separate business and personal accounts, but they are at the same institutions)

- Ease of moving funds between business and personal accounts

- Split transactions where a single purchase (e.g. at Home Depot) may have both personal and business items

- Don't have to waste time switching between files

Stewart,

As much as you can complain, you upgrade with a choice. As much as anyone can test - you will not find all of the bugs (or enhancements that you don't like).

Quicken's reporting does need to be more robust. Perhaps this feature you don't like is a movement towards that. Sometimes you have to pay the price to gain.