Quicken 2015


A

Andrew

Amazon.com has Quicken 2015 for download starting today. Anyone here
get it yet? What do you think of it? Are the differences/improvements
between it and 2014 worth the money ($74.95 for Quicken Deluxe) or is
this one of the years I should skip?
I bought QD 15 two weeks ago as part of the Q/TT bundle, and so far,
haven't seen ANYTHING of difference other than on the register screens
at the top is a line that says when the last time I downloaded into that
account. And to be honest, that might have been in Q14 as well that I
didn't notice.
 
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C

charliec

$12 cheaper (Before sales tax in NY state) than I paid at Best Buy last
week. I'd got for it if you don't care about buying it in retail and
having the hard media (I assume it is a d/l).
No, it was not d/l, but CD with free shipping!
 
P

PlumTree

...What do you think of it?...
Updating from 2011 was terrible. It took me six and a half hours.

Why? Well, leaving out the details, since I've spent enough time on this today: (1) After updating, Quicken wouldn't accept my password. I knew I had it right because I use a password vault & copied it through the clipboard, both when creating the password and entering it later. (2) Their password removal tool wouldn't accept my account balances, which I also copied through the clipboard from the financial institutions' sites (plural because when1 institution wouldn't work I tried another. (3) I restored a backup, being double-extra careful about the password. The data seemed to update OK but I had the same problem with the password. Finally, I figured out that Quicken was loading the wrong data file. When I manually browsed to the location in which I had told Quicken to store the converted data, the problem went away.

I thought I was home free, but that was only 2 of the 6.5 hr. When I tried the on-line data update, Quicken imported hundreds of transactions for accounts I no longer use. I had reorganized my own accounts in the past, grouping them differently and abandoning the prior groupings. In other cases, I stopped using Quicken to track specific accounts because the broker's reports were all I needed.

OK, I can understand why Quicken did these things, but why didn't it give me a way to let me delete downloaded transactions as a group, rather than clicking Edit then Delete for each one? Why couldn't I retire an account without taking all of the securities & cash out of it, when I had only stopped managing someone else's money? Why did it insist on putting all of these obsolete accounts on the sidebar? OK, the accounts could be put in the "separate" group, but they weren't separate, they were obsolete. Why couldn't I disable connection to my financial institution without accepting downloaded transactions?

Finally, after a lot of experimenting, I entered phony transactions to zeroout the obsolete accounts and closed them, or deleted accounts if I didn'tneed to save the history, or manually deleted downloaded transactions individually and disconnected the account, or hid unwanted accounts -- different cases called for different workarounds.

Part of the problem was that Quicken discovered accounts at my financial institution which I didn't want it to track. There should have been a way to tell it "track only these."

Incidentally, it loads and backs up slowly too.
 
J

John Pollard

PlumTree wrote:

"Updating from 2011 was terrible. It took me six and a half hours.

I figured out that Quicken was loading the wrong data file".
-------------------------------------------------------------------

Quicken tries to convert the last file you had open before you started the
conversion.

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

"When I tried the on-line data update, Quicken imported hundreds of
transactions for accounts I no longer use."
-------------------------------------------------------------------------

How, exactly, would Quicken know you did not use the accounts any more?
-------------------------------------------------------------------------------------------------

"OK, I can understand why Quicken did these things, but why didn't it give
me a way to let me delete downloaded transactions as a group, rather than
clicking Edit then Delete for each one?"
----------------------------------------------------------------------------------------

Quicken has never allowed deleting multiple transactions while they are in
the "Accept Transactions ... " window - a more difficult proposition than it
may appear*.

Assuming the problem accounts were NOT investment accounts, it was not
necessary to try to delete the downloaded transactions, individually, while
still in the "Accept transactions ..." window.

The way to handle that situation is:
1.) Backup
2.) Make sure you address any/all legitimately new, or match transactions
first ... then
3.) Manually enter a dummy transaction (put something easy to identify in
its Memo field)
4.) Do an Accept All
5.) Sort the register on Date Entered
6.) Select all the unwanted transactions (starting with the dummy
transaction from #2 above - ending with the last transaction in the
register) as you would select multiple files in Windows Explorer
7.) Right-click any selected transaction
8.) Click "Delete"

[Once you have done the Accept All, you could alternatively use the Banking
Transaction report (yes, "report") to accomplish the same end, using
pretty much the same technique (though you can sort that report on "Date
Entered" ... but you can use the Customize dialog to restrict the visible
transactions). There is an "Edit" button in the Banking > Transaction report
that gives you the option to Delete any transaction(s) "selected" in the
report.]

[* For some earlier Quicken versions, you could delete all the transactions
in the "Accept transactions ..." window by doing a "Validate", but I believe
that was incidental to the Validate (not part of its purpose), and - to my
knowledge - the capability no longer exists.]
 
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C

charliec

No, it was not d/l, but CD with free shipping!
I went ahead and purchased the Amazon.com bundle:

- TurboTax Premier 2014 and Quicken Deluxe 2015 Bundle (CDs)

for $97.25 excluding CA Taxes, and with free shipping. Good deal to me!
 

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