Quicken 2012


I

infodex

I'm considering upgrading from Quicken H&B 2007 to H&B 2012.

Anything I should be concerned about?
 
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T

The Streets

I'm considering upgrading from Quicken H&B 2007 to H&B 2012.

Anything I should be concerned about?
After some bad experiences in the past, I now don't upgrade
until I've finished pulling together all my tax information
for the year.
 
J

JIP

I'm considering upgrading from Quicken H&B 2007 to H&B 2012.

Anything I should be concerned about?
It may depend on how you use it!

I have fairly simple uses - don't download or use any online processes.
Simply track home and small business accounts on my PC. Upgraded
recently from 2008H&B to 2012 - flawless process. But of course I did
backup all data files first in case I had to do a reinstall of previous
version!

JIP
 
I

infodex

It may depend on how you use it!

I have fairly simple uses - don't download or use any online processes.
Simply track home and small business accounts on my PC.
That's my situation too. Thanks.
 
G

GSalisbury

"JIP" wrote in message
I'm considering upgrading from Quicken H&B 2007 to H&B 2012.

Anything I should be concerned about?
It may depend on how you use it!

I have fairly simple uses - don't download or use any online processes.
Simply track home and small business accounts on my PC. Upgraded
recently from 2008H&B to 2012 - flawless process. But of course I did
backup all data files first in case I had to do a reinstall of previous
version!

JIP
--------------------------------------------------------------------------------
I just upgraded to Q2012 Dlx from Q2009 Dlx.
I have Bank, Credit-Card, Investment, Loan, Asset and other/miscellaneous
debit and credit accounts.
I download transaction for nearly everything.
I had no difficulty upgrading.
I'm learning to live with some GUI differences - no big deal.
I don't know why H&B would be materially different.
Geo.
 
G

George D.

"JIP"  wrote in message


It may depend on how you use it!

I have fairly simple uses - don't download or use any online processes.
Simply track home and small business accounts on my PC. Upgraded
recently from 2008H&B to 2012 - flawless process. But of course I did
backup all data files first in case I had to do a reinstall of previous
version!

JIP
--------------------------------------------------------------------------- -----
I just upgraded to Q2012 Dlx from Q2009 Dlx.
I have Bank, Credit-Card, Investment, Loan, Asset and other/miscellaneous
debit and credit accounts.
I download transaction for nearly everything.
I had no difficulty upgrading.
I'm learning to live with some GUI differences - no big deal.
I don't know why H&B would be materially different.
Geo.
I just upgraded to Q12 Deluxe. Install went smooth (though I removed
Q11 first) and have had no problems since. I use a lot of downloaded
accounts, elec payments, auto deposits, pay checks, loans, reminders
etc and have seen no issues. In fact it seems so much the same I'm
wondering what I paid for
 
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J

John Pollard

"George D." wrote

I just upgraded to Q12 Deluxe. Install went smooth (though I removed
Q11 first) and have had no problems since. I use a lot of downloaded
accounts, elec payments, auto deposits, pay checks, loans, reminders
etc and have seen no issues.

In fact it seems so much the same I'm wondering what I paid for.

-------------------------------------------------------

Here's one new feature in Q2012:

You can now initiate a mutual fund "exchange" (such as converting Vanguard
Investor shares to Vanguard Admiral shares) for a security in just a single
account.

Unlike a Corporate Acquisition pseudo-transaction, the new "Mutual Fund
Conversion" pseudo-transaction will affect only the holdings in the Quicken
account where it is recorded.
 
J

jo

It would be nice after all these years if they'd put in support for
something as simple as a CD.

jo
 
J

Jeff Bean

"George D." wrote

I just upgraded to Q12 Deluxe. Install went smooth (though I removed
Q11 first) and have had no problems since. I use a lot of downloaded
accounts, elec payments, auto deposits, pay checks, loans, reminders
etc and have seen no issues.

In fact it seems so much the same I'm wondering what I paid for.

-------------------------------------------------------

Here's one new feature in Q2012:

You can now initiate a mutual fund "exchange" (such as converting Vanguard
Investor shares to Vanguard Admiral shares) for a security in just a single
account.

Unlike a Corporate Acquisition pseudo-transaction, the new "Mutual Fund
Conversion" pseudo-transaction will affect only the holdings in the Quicken
account where it is recorded.
 
J

John Pollard

John Pollard said:
Here's one new feature in Q2012:

You can now initiate a mutual fund "exchange" (such as converting Vanguard
Investor shares to Vanguard Admiral shares) for a security in just a single
account.

Unlike a Corporate Acquisition pseudo-transaction, the new "Mutual Fund
Conversion" pseudo-transaction will affect only the holdings in the Quicken
account where it is recorded.
--------------------------------------------------------

Oh boy. I wish I had read that a week ago when you posted it.
I just got bit by that problem in the 2011 version of Quicken.

----------------------------------------------------

That "problem" has been around in virtually every Quicken version.

You should be able to correct for any unwanted "conversions" by just
deleting the Quicken generated "Shares Removed" and "Shares Added"
transactions in the Quicken accounts where no conversion should occur.

Depending on the number of such transactions, you may want to use the
Banking > Transactions report to delete the unwanted investment
transactions. You can select transactions in that report as you would select
multiple files in Windows Explorer, then click the Edit button (in the
report) and select "Delete transaction(s)".
 
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J

Jeff Bean

--------------------------------------------------------

Oh boy. I wish I had read that a week ago when you posted it.
I just got bit by that problem in the 2011 version of Quicken.

----------------------------------------------------

That "problem" has been around in virtually every Quicken version.

You should be able to correct for any unwanted "conversions" by just
deleting the Quicken generated "Shares Removed" and "Shares Added"
transactions in the Quicken accounts where no conversion should occur.

Depending on the number of such transactions, you may want to use the
Banking > Transactions report to delete the unwanted investment
transactions. You can select transactions in that report as you would select
multiple files in Windows Explorer, then click the Edit button (in the
report) and select "Delete transaction(s)".
------------------------------------------------------

Yes, I did delete the unwanted transactions, but I didn't realize there was any easy way to do it
using the Transactions report. Since there were hundreds of unwanted "Shares added" transactions
resulting from long time recurring monthly investments, I ended up creating a keyboard macro using
the AutoHotkey utility to do the mass deletion. I guess I am a geek by nature (or I wouldn't be here
on Usenet :) ) and chose the geek solution.

Thank you for the second tip!
 
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