Didn't think that I would hear it in this NG! After more than 10 years
of using MYM, decided to wrap it up. $ 70 for Quicken 2007 -- only to
find that when it comes to investments it is a lot of brain dead eye
candy. Really is nothing more than a fancy calculator ... in case
you cannot balance your cheque book.
Hallalujeh!!! Yes, I type in things and there is nothing there ....
Wonder what is the point of "Help".
If you, like me are only interested in investments, why are you
wasting your time with Quicken. Give Fundmanager a try.
They are even kind enough to offer a free trial.
" The evaluation version can be started 60 times before a license key
will be required. The program is fully functional during the
evaluation period. After purchasing a license key you may continue on
using any data generated with the evaluation version."
Actually, I was only interested in the ability to compare capita lgains
taxes using actual cost vs. average cost. for this year and on.
"60 times" may not be enough to evaluate.
After I do taxes, I'll download and take a look
Indeed. Liked the bit about
"Multiple portfolios - Allow you to track investments for multiple
people, or your own multiple portfolios."
Amazed that Quicken cannot do this in this day and age .....
Also, the NAIC has a package called Portfolio Record Keeper.
It has undergone major upgrades and facelifts in the past
ten years and is supposed to be quite good according to
product comparison reviews.
For Investments, Quicken is weak.
And, Quicken downloaded a transaction claiming that Fidelity Contrafund paid
a dividend yesterday, at least in my account, but not in my sister's
accounts. Fidelity states that no such dividend was issued.
Well, I finally finished entering the transactions for all of my sister's
accounts and my account.
The Investment option is not ready for prime time:
1. Entering stuff in the register is buggy.
2. Some other errors may be the result of issues with Fidelity's server, but
still not nice when transactions are skipped or coded wrong.
3. Summary pages are not accurate due to rounding.
4. Tried doing an Investment Performance report:
a. The incorrect total market value was used, i.e., $3030.65 less than the
market value on the Summary tab.
Why would not the value on the Summary tab be used. makes no sense?
b. I did not find a way to get annualized returns for each security in the
5. did not see a way to compare average cost and actual ccost, might be
there, but the Help is inadequate.
So, after I do taxes, I'll take a look at Fund Manager, etc.
I had similar problems with the one account that I could set up. Part
of the problem, or may all of it, is due to the many hidden things
selected by Quicken in all those drop down menus. It was a pain
to go through all the selections (as there Quicken does not allow
heirarchical portfolios) before I got the number the I wanted to get
calculated. In any case, Quicken does not seem to be made for
Say that again ... Perhaps Quicken uses a substitutional cipher
in which J = H, O = E, K = L and E = P. Given that they give
no written material with the software, do not explain how the
thing works, etc. it is frustrating. And no support either.
Same here. Just finished taxes. Will download and evaluate
Fund Manager. The user testimonials and the awards
received are a definite plus, not to mention the web
"Portfolio Record Keeper"
" Personal Stock Monitor"
Can any of these investment software download investment transactions from a
stockbroker or do all transactions have to be entered manually?
Remember that you are limited to the most recent, say, 90 days for a
download. Period is up to Fidelity, etc. to choose.
I just started looking at all 3 (anything to put off doing taxes!).
For example, Fund Manager, allows manual input, input from various file
formats and download from many places that have OFX servers.
I would expect that the other two do likewise.
It made no sense for Intuit to disable importing files in Investments.
Makes me really wonder whether the folkes there have their head on straight.
I am not going to download the trials until after I do my taxes.
I want to do this whilst I can still use the Quicken trial. I believe that I
installed on 4 March, so I guess it runs out first week of May.
Hmm, I wonder if these programs can be installed concurrently.
Well, if misery loves company, that should make use both happy.
"Help", what's that?
In my quest to postpone doing taxes, I more carefully investigated the info
on the three products at their web sites.
For dealing with just mutual funds (it may also handle ETFs), based on
reading the info, Fund Manager is the clear winner.
Heck, there's even "documentation"!!
Most of my questions were answered merely by looking at the info at the web
site and the screen shots provided.
Of course, I do not intend to download the trial until after I do taxes. but
my flesh is weak, who knows what I might do in an impulsive moment,