Quicken H & B 2008 - any cautions?

I upgraded from H&B 2006 to H&B 2008 last Friday. Got 2008 on EBay for $21 + $4.49 s/h.

Other than the ongoing problem with Quicken.com (which impacts all versions of Q), I haven't had any problems with 2008 R8.

db

Hi Dan,

I win! I got mine last night (in the middle of the final game here in Philly) for $15.91+ $4.49. I couldn't believe noone else was bidding against me for almost an entire day. I've been watching the trend for a few weeks and they all have been close to $30, sometimes more. I think I was bidding against you for the copy you got.

Glad to hear you haven't had any problems. A week isn't a long time but I think anything really major would have surfaced pretty quickly. Are there any new features that you can easily recognize? I think I read somethere about tagging transactions--- or was that a dream I had?

jo

True.

But, there is one very useful new feature for tags that was not available for classes - it could have been made available for classes, but wasn't.

Q2008 has a feature called "re-tag" (would have been "re-class", if implemented in previous versions). This capability allows you to modify the tag for multiple transactions, without regard to their category. In earlier versions, if you wanted to modify the tag for multiple transactions you would have to include the category in the modifcation, meaning you could only mass change tags that were applied to the same category. The vehicle for that change was - and still is - Find/Replace.

Re-tagging is done via the Banking > Transaction report.

You can "select" multiple transactions in the Banking > Transaction report (as you would select multiple files in Windows Explorer). Once the desired transactions have been selected, you can click the "Edit" button (in the report), and choose "Retag transactions".

The selected transactions could have different categories and different tags when the report was first run, but all can be given the same tag using this process.

....

I meant to add that the Banking > Transaction report has become a much more valuable tool over the years.

For example: using that same technique of selecting transactions in the report, and clicking the Edit button, you can delete multiple transactions ... across account boundaries ... including transactions in investment accounts. To the best of my knowledge, there is no other way to delete multiple investment account transactions at one time.

I have installed and converted (with a backup for 2007 of course) H&B

jo

Some folks actually became furious about those tabs.

So, in Q2009 R2, Intuit introduced an option to turn all those new tabs off.

What was/is your "primary screen" (and, if necessary, what pane, or list, or what have you, were/are you looking at)?

I'm not aware of any loss of ability to "move" accounts, but maybe I'm missing something.