Quicken 2012

After some bad experiences in the past, I now don't upgrade until I've finished pulling together all my tax information for the year.

It may depend on how you use it!

I have fairly simple uses - don't download or use any online processes. Simply track home and small business accounts on my PC. Upgraded recently from 2008H&B to 2012 - flawless process. But of course I did backup all data files first in case I had to do a reinstall of previous version!

JIP

That's my situation too. Thanks.

It may depend on how you use it!

I have fairly simple uses - don't download or use any online processes. Simply track home and small business accounts on my PC. Upgraded recently from 2008H&B to 2012 - flawless process. But of course I did backup all data files first in case I had to do a reinstall of previous version!

JIP

-------------------------------------------------------------------------------- I just upgraded to Q2012 Dlx from Q2009 Dlx. I have Bank, Credit-Card, Investment, Loan, Asset and other/miscellaneous debit and credit accounts. I download transaction for nearly everything. I had no difficulty upgrading. I'm learning to live with some GUI differences - no big deal. I don't know why H&B would be materially different. Geo.

"George D." wrote

I just upgraded to Q12 Deluxe. Install went smooth (though I removed Q11 first) and have had no problems since. I use a lot of downloaded accounts, elec payments, auto deposits, pay checks, loans, reminders etc and have seen no issues.

In fact it seems so much the same I'm wondering what I paid for.

-------------------------------------------------------

Here's one new feature in Q2012:

You can now initiate a mutual fund "exchange" (such as converting Vanguard Investor shares to Vanguard Admiral shares) for a security in just a single account.

Unlike a Corporate Acquisition pseudo-transaction, the new "Mutual Fund Conversion" pseudo-transaction will affect only the holdings in the Quicken account where it is recorded.

--------------------------------------------------------

Oh boy. I wish I had read that a week ago when you posted it. I just got bit by that problem in the

--------------------------------------------------------

Oh boy. I wish I had read that a week ago when you posted it. I just got bit by that problem in the 2011 version of Quicken.

----------------------------------------------------

That "problem" has been around in virtually every Quicken version.

You should be able to correct for any unwanted "conversions" by just deleting the Quicken generated "Shares Removed" and "Shares Added" transactions in the Quicken accounts where no conversion should occur.

Depending on the number of such transactions, you may want to use the Banking > Transactions report to delete the unwanted investment transactions. You can select transactions in that report as you would select multiple files in Windows Explorer, then click the Edit button (in the report) and select "Delete transaction(s)".

------------------------------------------------------

Yes, I did delete the unwanted transactions, but I didn't realize there was any easy way to do it using the Transactions report. Since there were hundreds of unwanted "Shares added" transactions resulting from long time recurring monthly investments, I ended up creating a keyboard macro using the AutoHotkey utility to do the mass deletion. I guess I am a geek by nature (or I wouldn't be here on Usenet :-) ) and chose the geek solution.

Thank you for the second tip!