Consumerism Commentary - Latest Comments in 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Shane — Thu, 25 Feb 2010 12:49:39 -0000

Hi, did you find a way to track international stock transactions, what software did you use? Thank you.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Liz — Thu, 06 Nov 2008 09:53:43 -0000

I would like to get Quicken. I have plans to start up a business in 2009 and need quicken by the new year so my accounting person can learn how to use it. Hopefully it will work for a dog kennel/ranch enviroment. It is so expensive that I would really like to win one.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Jim — Wed, 09 Apr 2008 19:51:05 -0000

Have used Quicken for over ten years and purchased the 2008 upgrade in mid March. I have had 2 corruptions of the data in the last two weeks. (I am the only user of the PC and there have been no changes other than the upgrade). The last re verification lost considerable data.

Beware. I'm going back to 2007 since I've made very few entries so little time lost at this point. Something is very much wrong.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

debbie — Thu, 14 Feb 2008 20:41:00 -0000

So you aren't having a problem with quicken downloading transactions more than once? Whenever I update my bank accounts, it seems some of the transactions are literally downloaded twice, and if I don't go thru and check each one I end up with a really wrong balance!

Can't seem to make it work for me.
Plus I use paypal for 90% of my business transactions and that is a complete disaster with the auto update in quicken. It just does not work! I'm very disappointed b/c reading the quicken box, this software was what I needed- but it just doesn't seem to do what it said it could.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Sput — Sun, 27 Jan 2008 22:33:08 -0000

I would like to see a straight forward method for tracking annuities.
Also can the Mac 2007 version be improved to the look and feel of the PC version? The converting/ importing from Windows to Mac COULD definitely be revised. I lost the historical mortgage data with the conversion along with bring forward data inaccurately for my credit card accounts creating a major problems with the checking account payments.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

ChristianPF — Wed, 23 Jan 2008 13:08:05 -0000

every couple years or so I give money and quicken a try - but like your point #2 - I still have not been able to get the entire process automated. Last time, it was because they didn't have my credit union listed. So, I will probably give it another go in 2008 to see if they have gotten to a completely automated process where I will not have to type any transactions in - we shall see...

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Sam — Thu, 17 Jan 2008 09:19:53 -0000

I depend very heavily on Quicken to track my net worth and retirement. Overall, I like the software and it saves me a lot of time. Here are the things I do not like:

- That they charge for BillPay. Since I pay for the software and for upgrades regularly, I don't see why I should pay another recurring charge. So I pay bills through my bank which is free.

- The downloads tend to be problematic. I often run into issues when my bank posts the transactions a day later than my mutual fund account. The placeholder transaction generation functionality is very poor and almost always gets it wrong. With my bank and my credit union I have ongoing download issues although it works like a charm with my credit cards.

- I agree with the person that restricted stocks and performance unit tracking is sub-standard.

- I don't like the reporting interface at all especially reporting investing returns.

- I also agree that the performance is way too slow for this day and age. The UI is non-standard and chews up too much real estate.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Paul Lebo — Wed, 19 Sep 2007 11:56:23 -0000

I agree withe the person that previously complained about MS Money and Quicken desired file format, having to obtain from the banks the data directly and paying a ridiculous charge for it, probably because MS and Intuit are charging royalty fees to the banks.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Ken Kolano — Tue, 11 Sep 2007 20:27:36 -0000

I keep waiting for US Savings Bond support. I have a slew of them from my youth, and tracking them in Quicken currently is a major pain. It's extra annoying now since they make up such a small part of my portfolio, but its seems to be as hard to keep track of them as it was

To do so, one must enter each as a separate security, add each again in an account, then enter each yet again into the US Treasury's Savings Bond Calculator, then enter value data for each security, then possibly a go through again to add additional entries for each if a reasonable recent history is desired (i.e. not have a large unrealistic jump at the time values are entered).

It would seem so simple for Quicken to just understand the few different bond types and the rules for each to automate all the above to a single set of entries based simply on purchase date and ammount.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Alex — Fri, 07 Sep 2007 12:19:45 -0000

After Wachovia started charging me $6 for the downloads, I switched to ING Direct. It is free, quicken-friendly, AND pays 4% on checking

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

be — Thu, 16 Aug 2007 15:33:21 -0000

I would like to see better support for e bills/Statements. All my e-bills get logged online with my bank, but Quicken does not recognize them. I have to set up transactions in Quicken, but some bills do not come at the same time each month so i always changing due dates.

BofA is getting close to having most functionality of Quicken online with their My Portfolio feature. Now if they can clean up their interface online I may switch only to using my bank.

I just need one stop shopping for my finances. i do not want to go between different applications.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

WerewolfTA — Tue, 19 Jun 2007 12:03:22 -0000

I know the contest is closed, but I wanted to chime in anyway. I definitely miss #4 from Money. If Money hadn't dropped pocketpc support, I might very well still be with them. Maybe not, though. I didn't like the changes from 2004 to 2005.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Bean — Sun, 10 Jun 2007 16:06:08 -0000

Recently financial institutions had to add multilevel authentication. Intuit has not caught which makes the pin vault and automatic download useless. I hope this is addressed in 2008's version.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Harlan Landes — Thu, 24 May 2007 23:28:14 -0000

This contest is now closed! The winner will be announced tomorrow. Please feel free to keep commenting and adding your thoughts for Quicken 2008.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Tim — Wed, 23 May 2007 14:43:47 -0000

What I'd like to see is a return of the older investment entering format. I used to be able to enter "On 5/23/2007, I invented $1 in XYZ fund." It would handle the rest of the entry (how many shares, etc) by itself and I could then tweak them for whatever rounding was used by the fund company. After I upgraded to 2006 (and I assume 2007 is still the same), I have to enter each iota of info for each purchase and it has made my automatic investments a pain to enter without signing into my fund account to get all the details. It seems like it went BACKWARDS (or did I goof an option up that I'm missing now?!?) on usuability. FIX IT for 2008, In-twit!

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

KjellMS — Wed, 23 May 2007 08:34:14 -0000

One item that I miss that is not on the list is the ability to use dual dates. One for the actual transaction, and one for reporting. For the most parts, those dates will be the same, but there are instances where you make a payment in one month, but want to report in a different month. Rent is one example. I would also like to see a more robust currency support. When a transaction is recorded in a different currency than the original one, it gets converted with the rate currently in use. If the rate is changing, all of the previous recorded transactions stays the same (and do not change with the updated currency conversion)... But, I guess those two might not be mainstream requests.. :-)

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Crys — Wed, 23 May 2007 07:11:37 -0000

I use MS Money that came with a Dell I bought in like 2001. So it's an older version but it works fantastic for what I use it for. It doesn't connect to the internet very well, but I use it for personal transactions much like a check register.

However Quicken seems to be the most beneficial for my church, which is in dire need of a financial software right now. We originally were looking for Quicken for Non-Profits, but after looking at some reviews, it differs very little from normal Quicken, just a few name changes.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Dawn — Wed, 23 May 2007 03:17:14 -0000

I wonder if some of problems were because I was using Quicken for Mac.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Dawn — Wed, 23 May 2007 03:13:22 -0000

I used Quicken for a while but stopped because it felt like too much work. I couldn't automatically download information from all of my banks and creditors so I had to download files and import them (often creating duplicates). And then I needed to categorize all the entries in order to produce reports with any value.

This year I want to become more in control of my personal finances so I may return to Quicken. I just wish it didn't feel like such a chore.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Matt M — Tue, 22 May 2007 13:54:38 -0000

I couln't agree with #7 more, why not support the new QFX format and the old QIF format? Dropping the QIF format all together just looks greedy. If the added flexibility of the QXF format is a compelling feature, it will sell itself.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Derek Basch — Tue, 22 May 2007 13:18:59 -0000

I tried out Quicken a few years back but I am just to lazy to use anything beyond my cell phone. So, I now track my finances on my phone only.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Ryan — Tue, 22 May 2007 10:48:25 -0000

So, I am a twenty-something and have been using Quicken since my college days. I have to say that it is the most valuable program I own. The only problem is that I cannot afford to keep updating the program every time a new version comes out.

Oh please, oh please.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Patrick — Tue, 22 May 2007 08:58:04 -0000

I use Quicken, and for the most part, I really like it. I wish there was a better way for govt. employees to track their TSP (govt. version of 401k).

I only update it a couple times a month. I like to track where I spend and where my investments are, but I don't use Quicken for billpay or run any accounts through it. I use it only for tracking.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Sestos — Tue, 22 May 2007 01:52:35 -0000

My only issue with Quicken is that I wish they could devote as much attention to the MAC version as they do their Windows line.

I have tried both, and I perfer Quicken, since I can start right off using it and getting more detailed as I go. Money on the other hand has a longer setup time before you can start to use the program in my experience.

Re: 10 Improvements I’d Like to See in Quicken 2008 (And a Giveaway)

Bobby — Mon, 21 May 2007 23:24:41 -0000

I have never used either, but I am surprised there isn't a bank (or maybe there is and I am not aware of it) that is trying to differentiate itself from it's competitors by offering no fee services for Quicken/Money.

Washington Mutual (WaMu) is touting itself as a break from the norm as far as banks and how they do business. Anyone check them out?