Accounting Talk Accounting Talk    FAQ   Search   Memberlist   Usergroups   Register   Profile   Log in to check your private messages   Log in  Upgrade or not (qH&B 2006- ?) Goto page 1, 2  Next          Accounting Talk Forum Index -> Quicken View previous topic :: View next topic   Author Message jo Guest Posted: Fri Jun 06, 2008 3:43 am    Post subject: Upgrade or not (qH&B 2006- ?) I've been thinking that I ought to upgrade my 2006 H&B, if only to get access to the more current tax planner years (Yes, I know, it's still pretty bad). I don't really know if there are any features that I might like in newer versions, and have heard so many bad things about all versions after 2006 that I'm gunshy. What would I gain and what are the real problems? I would consider finding an old copy of qH& B 2007 somewhere if the conscensus was that 2008 was still too buggy. Am I setting myself up for torture by even considering an upgrade to any new version or have they finally patched 2008 so that it functions reasonably well. Thanks, jo Back to top   Ads Advertising Sponsor danbrown Guest Posted: Fri Jun 06, 2008 3:06 pm    Post subject: Re: Upgrade or not (qH&B 2006- ?) I'm running H&B 2006 also. I'm waiting until 2009 comes out (should be in August or so) before I decide. At that time, my options are: 2009 from Intuit OR either 2007, 2008 purchased on eBay. Lastly, remember that all version of 2006 are expected to lose external connectivity in April 2009 (or thereabouts). db Back to top   Ads Advertising Sponsor jo Guest Posted: Fri Jun 06, 2008 4:28 pm    Post subject: Re: Upgrade or not (qH&B 2006- ?) On Jun 6, 11:06 am, danbrown <db37...@yahoo.com> wrote: Quote: I'm running H&B 2006 also.  I'm waiting until 2009 comes out (should be in August or so) before I decide. At that time, my options are: 2009 from Intuit OR either 2007, 2008 purchased on eBay. Lastly, remember that all version of 2006 are expected to lose external connectivity in April 2009 (or thereabouts). db Dan, What's your sense of how buggy 2007/2008 are? jo Back to top   Ads Advertising Sponsor danbrown Guest Posted: Fri Jun 06, 2008 10:14 pm    Post subject: Re: Upgrade or not (qH&B 2006- ?) On Jun 6, 11:28 am, jo <phillysle...@verizon.net> wrote: Quote: Dan, What's your sense of how buggy 2007/2008 are? jo Well, I'm not sure that I'm qualified to answer ... since I don't run either -- But I'll answer anyway. From what I saw on the Intuit sponsored Quicken forum (before I discontinued my association with it), it appeared that the majority of the complaints about Q fell into 2 categories: 1) Express Web Connect, 2) Newbies who don't understand how/what the program is doing ... and think that it should work THEIR way. (I'm purposefully excluding the complaints about Quicken.com, since that's not an integral part of the program). The complaints about EWC don't particularly concern me, since only 1 of my FI's is "WebConnnect" and I only have 5-10 transactions with the FI per month ... so doing the manual Web update isn't onerous. I believe that John Pollard's estimation that the EWC problems lie in the authentication area are sound. On the second point, I'm FAR from being a newby. Lastly, my primary financial website is Fidelity.com (although I do periodically glance at Q.com). So the Q.Com issues don't particularly concern me either. db Back to top   Ads Advertising Sponsor Bob Wang Guest Posted: Fri Jun 06, 2008 10:27 pm    Post subject: Re: Upgrade or not (qH&B 2006- ?) jo: I find that Express Web Connect (IF and WHEN it works) is a major improvement introduced in Q2007. The IF and WHEN are huge caveats. I have about 24 accounts that DO work with EWC, 8 accounts that do not. Decent .750 average, but it SHOULD be 1.000 ideally Bob Quote: "jo" <phillysleuth@verizon.net> wrote in message news:d8422b28-3846-4e35-9f53-eab27069e403@2g2000hsn.googlegroups.com... I've been thinking that I ought to upgrade my 2006 H&B, if only to get access to the more current tax planner years (Yes, I know, it's still pretty bad). I don't really know if there are any features that I might like in newer versions, and have heard so many bad things about all versions after 2006 that I'm gunshy. What would I gain and what are the real problems? I would consider finding an old copy of qH& B 2007 somewhere if the conscensus was that 2008 was still too buggy. Am I setting myself up for torture by even considering an upgrade to any new version or have they finally patched 2008 so that it functions reasonably well. Thanks, jo Back to top   Ads Advertising Sponsor jo Guest Posted: Sat Jun 07, 2008 12:17 am    Post subject: Re: Upgrade or not (qH&B 2006- ?) On Jun 6, 1:27 pm, "Bob Wang" <bobby_w...@hotmail.com> wrote: Quote: jo: I find that Express Web Connect (IF and WHEN it works) is a major improvement introduced in Q2007. The IF and WHEN are huge caveats. I have about 24 accounts that DO work with EWC, 8 accounts that do not. Decent .750 average, but it SHOULD be 1.000 ideally Bob Bob and Dan, Excuse my ignorance but what is Express Web Connect? I download from Chase Visa/Master Card using the "Intuit Quicken Web Connect QFX" download type. Is that the same or is Express a new form? Are you saying that I might have trouble downloading from Chase with Version 7 or 8 because of this? What kind of problems do you run into? Is there a way to download into Quicken without this feature? Thanks, jo Back to top   Ads Advertising Sponsor jo Guest Posted: Sat Jun 07, 2008 12:24 am    Post subject: Re: Upgrade or not (qH&B 2006- ?) On Jun 6, 6:14 pm, danbrown <db37...@yahoo.com> wrote: Quote: On Jun 6, 11:28 am, jo <phillysle...@verizon.net> wrote: Dan, What's your sense of how buggy 2007/2008 are? jo Well, I'm not sure that I'm qualified to answer ... since I don't run either -- But I'll answer anyway. From what I saw on the Intuit sponsored Quicken forum (before I discontinued my association with it), it appeared that the majority of the complaints about Q fell into 2 categories: 1) Express Web Connect, 2) Newbies who don't understand how/what the program is doing ... and think that it should work THEIR way. (I'm purposefully excluding the complaints about Quicken.com, since that's not an integral part of the program). The complaints about EWC don't particularly concern me, since only 1 of my FI's is "WebConnnect" and I only have 5-10 transactions with the FI per month ... so doing the manual Web update isn't onerous.  I believe that John Pollard's estimation that the EWC problems lie in the authentication area are sound. On the second point, I'm FAR from being a newby. Lastly, my primary financial website is Fidelity.com (although I do periodically glance at Q.com).  So the Q.Com issues don't particularly concern me either. db Dan, I'm using Smith Barney, Fidelity, Wachovia, and Chase. Never use Q.com. I'm far from a newbie either, so don't expect Quicken to do anything too unusual or even perfectly. It beats anything I could do manually by far. Out of curiousity what kinds of things are newbies expecting out it? There *are* some flaws ( or weird behavior), which I think I'll address separately, but I've gotten so used to them that I just overlook them. I can imagine my sister having a fit as a newbie with a few things if I could get her to use Quicken. She prefers to look at the bottom line on her brokerage statement and thinks she knows where she stands financially :{ jo Back to top   Ads Advertising Sponsor danbrown Guest Posted: Sat Jun 07, 2008 4:12 am    Post subject: Re: Upgrade or not (qH&B 2006- ?) On Jun 6, 7:24 pm, jo <phillysle...@verizon.net> wrote: Quote: {snip} Out of curiousity what kinds of things are newbies expecting out it? {snip} jo Trying to catalog the errors that some have blamed on Q (instead of their own ignorance) would be exhausting ... but here's a couple of my favorites: 1) "Lost" transactions -- Cause: the user sorted the register so the new transactions were no longer at the bottom 2) Wanting a single amount to be reflected as BOTH an asset and as an expense -- (i.e., accounting nonsense) 3) Not understanding the difference between an Income/Expense report vs. a Cash flow 4) Not understanding that there's only 4 kinds of registers (Income, Expense, Asset, Liability) and wanting a single account to be more than 1 (i.e., more nonsense) 5) Insisting that new transactions should be at the top of the register (as if that's the way one's paper register works) 6) Screwing up one's back-up methodology (particularly when appending the date to the name of a backup file), so that the file(s) names get longer and longer and longer -- (indicating that the user is using the backup file rather than the primary ... and then backing up the backup ... and then repeating the mistake, and repeating, etc.) There's probably more, but those came to my head quickly. db p.s. there's a caveat that I'm compelled to add to John Pollard's response above (which I agree with for the most part). Any installation of a newer version (year) of Q will un-install prior versions. Your data will be backed up by Q before the un-install, but the software will be gone. SO, if you decide to revert to a prior version, you'll need to reinstall that older version and then -- possibly -- re-input any transactions that were input in the interim. Quicken is NOT file compatible on a version to version (year to year) basis. You might be able to re-download them (to the extend that they're associated with a downloadable FI), but the intervening transaction(s) will NOT be in the pre-uninstall backup file. Back to top   Ads Advertising Sponsor John Pollard Guest Posted: Sat Jun 07, 2008 6:32 am    Post subject: Re: Upgrade or not (qH&B 2006- ?) jo wrote: Quote: I'm using Smith Barney, Fidelity, Wachovia, and Chase. Never use Q.com. I'm far from a newbie either, so don't expect Quicken to do anything too unusual or even perfectly. It beats anything I could do manually by far. Out of curiousity what kinds of things are newbies expecting out it? There *are* some flaws ( or weird behavior), which I think I'll address separately, but I've gotten so used to them that I just overlook them. I can imagine my sister having a fit as a newbie with a few things if I could get her to use Quicken. She prefers to look at the bottom line on her brokerage statement and thinks she knows where she stands financially :{ I'm not generally into recommending products. But I can't see where you should have a concern. Quicken comes with a 60 day money back guarentee: if you don't like it ... send it back. I recently upgraded from Q2005 Deluxe to Q2008 Premier ("premier because it came free with the beta test, not because I thought I necessarily needed it). I have no meaningful complaints about Q2008 ... but that's just one person's opinion. One of the problems with your question is that no one else can tell what characteristics of Quicken are important to you (and even if you try to tell us what's important to you, there's a good likelihood you'll miss things that are important). The bottom line with your question is that no one can tell you what you will like. In my opinion, your best bet it to "try it out". If you don't like it: return it and get your money back. -- John Pollard First initial underscore Last name at mchsi dot com Please reply to newsgroup Back to top   Ads Advertising Sponsor Bob Wang Guest Posted: Sat Jun 07, 2008 7:44 am    Post subject: Re: Upgrade or not (qH&B 2006- ?) jo: If you have a Chase credit card, you SHOULD be using Direct Connect. Express Web Connect is "enhanced" Web Connect. IOW, you can set up a Web Connect to update with One Step Update. Doesn't work perfectly, many glitches with EWC. Direct Connect is MUCH preferable, but not all Financial Institutions offer that. Bob Quote: "jo" <phillysleuth@verizon.net> wrote in message news:ea8d08eb-f3e7-419c-b003-98c2c31fa8a5@l42g2000hsc.googlegroups.com... On Jun 6, 1:27 pm, "Bob Wang" <bobby_w...@hotmail.com> wrote: Quote: jo: I find that Express Web Connect (IF and WHEN it works) is a major improvement introduced in Q2007. The IF and WHEN are huge caveats. I have about 24 accounts that DO work with EWC, 8 accounts that do not. Decent .750 average, but it SHOULD be 1.000 ideally Bob Bob and Dan, Excuse my ignorance but what is Express Web Connect? I download from Chase Visa/Master Card using the "Intuit Quicken Web Connect QFX" download type. Is that the same or is Express a new form? Are you saying that I might have trouble downloading from Chase with Version 7 or 8 because of this? What kind of problems do you run into? Is there a way to download into Quicken without this feature? Thanks, jo Back to top   Ads Advertising Sponsor danbrown Guest Posted: Sat Jun 07, 2008 2:39 pm    Post subject: Re: Upgrade or not (qH&B 2006- ?) On Jun 7, 8:03 am, "J...@unknown.com" <JeffMa...@orthohelp.com> wrote: Quote: For those of us who are less knowledgeable, can you explain - if it is feasible to do - how you use Q to better know where one stands financially? It's somewhat improbable that one's ENTIRE financial life is at the brokerage. The mortgage/rent payments, employee income, 401(k), credit cards, CASH, utilities, groceries, medical, insurance, etc would all be missing from the brokerage statement ... Yet Q can, readily, summarize all of the above (and MORE) in a single report. db Back to top   Ads Advertising Sponsor R. C. White Guest Posted: Sat Jun 07, 2008 5:20 pm    Post subject: Re: Upgrade or not (qH&B 2006- ?) Hi, Dan. That's a pretty good list of newbie expectations. ;^{ Thanks for posting it. RC -- R. C. White, CPA San Marcos, TX (Retired. No longer licensed to practice public accounting.) rc@grandecom.net Microsoft Windows MVP (Currently running Quicken 2008 Deluxe in Vista Ultimate x64 SP1) "danbrown" <db37215@yahoo.com> wrote in message news:d955ce23-08a9-4d7d-8744-53d4b2cde9d9@d77g2000hsb.googlegroups.com... Quote: On Jun 6, 7:24 pm, jo <phillysle...@verizon.net> wrote: {snip} Out of curiousity what kinds of things are newbies expecting out it? {snip} jo Trying to catalog the errors that some have blamed on Q (instead of their own ignorance) would be exhausting ... but here's a couple of my favorites: 1) "Lost" transactions -- Cause: the user sorted the register so the new transactions were no longer at the bottom 2) Wanting a single amount to be reflected as BOTH an asset and as an expense -- (i.e., accounting nonsense) 3) Not understanding the difference between an Income/Expense report vs. a Cash flow 4) Not understanding that there's only 4 kinds of registers (Income, Expense, Asset, Liability) and wanting a single account to be more than 1 (i.e., more nonsense) 5) Insisting that new transactions should be at the top of the register (as if that's the way one's paper register works) 6) Screwing up one's back-up methodology (particularly when appending the date to the name of a backup file), so that the file(s) names get longer and longer and longer -- (indicating that the user is using the backup file rather than the primary ... and then backing up the backup ... and then repeating the mistake, and repeating, etc.) There's probably more, but those came to my head quickly. db p.s. there's a caveat that I'm compelled to add to John Pollard's response above (which I agree with for the most part). Any installation of a newer version (year) of Q will un-install prior versions. Your data will be backed up by Q before the un-install, but the software will be gone. SO, if you decide to revert to a prior version, you'll need to reinstall that older version and then -- possibly -- re-input any transactions that were input in the interim. Quicken is NOT file compatible on a version to version (year to year) basis. You might be able to re-download them (to the extend that they're associated with a downloadable FI), but the intervening transaction(s) will NOT be in the pre-uninstall backup file. Back to top   Ads Advertising Sponsor John Pollard Guest Posted: Sat Jun 07, 2008 5:46 pm    Post subject: Re: Upgrade or not (qH&B 2006- ?) danbrown wrote: Quote: Any installation of a newer version (year) of Q will un-install prior versions. This is the default, but it can be over-ridden. It's been a while since I did it, but I think you just hold down the CTRL key when clicking the first button in the install process and Quicken will not attempt to uninstall other versions. -- John Pollard First initial underscore Last name at mchsi dot com Please reply to newsgroup Back to top   Ads Advertising Sponsor Jeff@unknown.com Guest Posted: Sat Jun 07, 2008 6:03 pm    Post subject: Re: Upgrade or not (qH&B 2006- ?) Quote: I'm using Smith Barney, Fidelity, Wachovia, and Chase. Never use Q.com. Quote: I'm far from a newbie either, so don't expect Quicken to do anything too unusual or even perfectly. It beats anything I could do manually by far. Out of curiousity what kinds of things are newbies expecting out it? There *are* some flaws ( or weird behavior), which I think I'll address separately, but I've gotten so used to them that I just overlook them. I can imagine my sister having a fit as a newbie with a few things if I could get her to use Quicken. She prefers to look at the bottom line on her brokerage statement and thinks she knows where she stands financially :{ jo I was intrigued by your last statement "She prefers to look at the bottom line on her brokerage statement and thinks she knows where she stands financially :{ " For those of us who are less knowledgeable, can you explain - if it is feasible to do - how you use Q to better know where one stands financially? Thanks. Jeff Back to top   Ads Advertising Sponsor Jeff@unknown.com Guest Posted: Sat Jun 07, 2008 9:59 pm    Post subject: Re: Upgrade or not (qH&B 2006- ?) "danbrown" <db37215@yahoo.com> wrote in message news:c0c4a583-174e-478e-8ce9-4e560652b37e@c58g2000hsc.googlegroups.com... Quote: On Jun 7, 8:03 am, "J...@unknown.com" <JeffMa...@orthohelp.com> wrote: For those of us who are less knowledgeable, can you explain - if it is feasible to do - how you use Q to better know where one stands financially? It's somewhat improbable that one's ENTIRE financial life is at the brokerage. The mortgage/rent payments, employee income, 401(k), credit cards, CASH, utilities, groceries, medical, insurance, etc would all be missing from the brokerage statement ... Yet Q can, readily, summarize all of the above (and MORE) in a single report. db Good points. Jeff Back to top   Ads Advertising Sponsor Display posts from previous: All Posts1 Day7 Days2 Weeks1 Month3 Months6 Months1 Year Oldest FirstNewest First         Accounting Talk Forum Index -> Quicken All times are GMT Goto page 1, 2  Next Page 1 of 2   Jump to: Select a forum Accounting Talk----------------Accounting TalkPeachtreeQuickbooksQuicken  You cannot post new topics in this forum You cannot reply to topics in this forum You cannot edit your posts in this forum You cannot delete your posts in this forum You cannot vote in polls in this forum 68 Attacks blocked Powered by phpBB © 2001, 2005 phpBB Group