The evil principalicy is forcing me to upgrade - need advice

2005 works fine - but the evil principality is forcing an upgrade. I run 2005 delux. I need to know if 2008 delux has the stuff I need. Specifically -
In the comparison it says that premier lets you "get investment performance reports". My 2005 delux will show the performance of an investment account - it tracks the basis and shows gains in several ways.
Has this been removed from 2008 delux? Or is the "get investment performance reports" something else?
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wrote:

I'm in the same boat. I want to know if Deluxe has the retirement planner and asset allocation.
BTW I tried to upgrade using the $20 discount at the Quicken site and its in a loop asking for an ID and password after I enter them. Over and OVER. Oh, and chat customers service is just a dead screen?????
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After looking at the Quicken website and getting the registration to work, I decided to buy Deluxe. Deluxe will provide asset allocation, portfolio analysis (such as Q does it), retirement planning and tax planning. So far I haven't found anything missing from my 2005 deluxe needs. Saved $20. Install was painless.
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After reading some posts in the quicken user forum, I decided to go with 2008 Delux. It installed reasonably painlessly, and is only slightly less useful than 2005 if you turn off stuff you don't want, like tags. They do burn screen space with the silly tabs, and I haven't found a way to turn them off.
The investment account performance reports, which were my concern, seem the same.
The only really stupid "improvement" so far is that the find dialog now defaults to the currently selected field, which is almost always date, rather than the last field searched. Sigh!
The investing tab shows all accounts, even those hidden, which makes its totals useless.
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Marc Auslander wrote:

Not necessarily; it depends on how you initiate the find.
If you right-click in a field, then left-click "Find", the find will have the selected field in the Search field.
If, however, you click "Find" in the register menu, the Search field will be the last Search field, regardless of which field is currently "selected" in the register.

This isn't true either.
Depending on which tab you choose in the Investing Center, you can either Customize the View to exclude hidden accounts (Portfolio tab), or just make sure you do not have the Account List "Option" set to "View hidden accounts".
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I am presently using Quicken Deluxe 2006 and therefore do not need to upgrade till next year. Would there be any advantage (features, bugs, etc.) in upgrading to QD 2008 this year rather than wait till I am forced to next year?
(My computer uses XP not Vista).
Jeff
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That depends on how badly you need whatever is really new in 08. Not much, if you ask me, but marketing got me to believe I needed 08 for my Vista (ugh) laptop.
Bottom line: If you are satisfied wit 06, keep using it until it really stops working. Even then, as discussed in other threads, netstock appears a very good workaround for the deficient stock price downloads in Quicken, and most FI's may (??) let you download data for older Quicken versions (I amd not sure of that).
--
Best regards
Han
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Han wrote:

That was precisely how I felt about it. I plan to wait till next year before deciding but thought to solicit opinions in case there were things I did not know about. It does not seem like QD 2008 has any "must have" advantages over continuing with QD 2006.
Jeff
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I would hold off. By next year you might have a Vista machine and I would use that as a reason to upgrade.

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I just upgraded from 2001 to 2008. I am sorry I ever did. BTW 2001 runs on Vista as well.
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If I have Deluxe 2005 can I switch to Basic 2008? I just want to track my stocks online and my checking & credit card accounts. Will that work with Basic?
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I can also get a good deal on Home & Business which I guess would be my 2nd choice.
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wrote:

I just upgraded from 2005 H&B to 2008 H&B because I was informed by Wachovia Bank that 2005 was no longer supported and I would lose my online banking capability if I did not upgrade.
I was able to get a copy from Costco for $50.00 which included a $15.00 sale coupon they were offering. I think the price was fair.
The one thing I've noticed thus far is the 2008 version runs much slower on my PC - which is an older Dell Optiplex GX1 running Windows 2000. I use this particular PC for business applications only, so processor and graphics speed was unimportant up to now. Now I may have get a new PC also, which sucks, because I don't use or need any of the new functionality in the 2008 version.
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Hi, RWM.
You should have no problems switching to Basic. I switched from Deluxe to Basic a few years ago.
But, then, I don't have an IRA or 401(k) plans, and I don't rely on Quicken for my savings goals and retirement plans. I do track my stocks daily (when Quicken's service is working - it has been missing many days recently). I don't download credit card and checking transactions, but I could.
All the, well, basic functionality of Quicken is in the Basic version. Deluxe and higher versions just add bells and whistles that SOME of us need, but most of us don't. Of course, if you run a business with employees and depreciable properties, the Basic version might not be enough for you, but you haven't mentioned anything like that.
RC
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Is Basic the same as Starter edition?
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Hi, RWM.
Whoops! My previous post is in need of some serious correction! :>(
After further review, I see that my Quicken 2008 is the Deluxe edition. Read on...

No. The Starter edition is for someone who has never run Quicken before and therefore has no data files to import. A Starter edition user MUST start from scratch.
In previous years, the Basic edition was as I described earlier. For 2008, the Basic edition is not offered at all. Deluxe is as low as we can go, except for the Starter edition. With Deluxe, we can import our prior years' data files. And I was misreading the chart on the back of the box. Deluxe DOES handle 401, IRA, 529 plans, etc. The Premium edition adds investment reports and "generates Schedule A, B and D tax reports", which can then be attached to Form 1040. I do this with TurboTax, but maybe Premium would smooth the transition. Home & Business adds some business functions, but I've never used that, so I dont know the details.
So, for 2008, I stepped up from Basic to Deluxe - involuntarily. Deluxe now includes all the basic functionality and is entirely adequate for those of who don't need the optional features.
RC
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R. C. White, CPA
San Marcos, TX
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Thanks for the help.
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I missed the Staff meeting, but the Memos showed that "Jeff"
alt.comp.software.financial.quicken :

    Dang.
    I found Q2005 to be the sort of product of which nothing was superior. Which is what I used for the last two years, saving Q2005 only for stock portfolio updates.
    And now that's going away.
-- pyotr filipivich. For Sale: Uncirculated Roman Drachmas, feature Julius Ceaser's Portrait, several dated 44 BCE. Comes with Certificate of Authenticity.
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Never noticed the find on the menu. I've always used ctrl-f - which behaves a I've described. find from the menu behaves as you say. That helps - thanks.
...

I see - and that helps - but IMHO the account list should show everything, and hidden should mean hidden from everything else.
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