Quicken 2015

Discussion in 'Quicken' started by Ken Blake, MVP, Sep 22, 2014.

  1. Ken Blake, MVP

    Andrew Guest

    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.
     
    Andrew, Nov 28, 2014
    #81
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  2. Ken Blake, MVP

    Andrew Guest

    Andrew, Nov 28, 2014
    #82
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  3. Ken Blake, MVP

    Guest

    No, it was not d/l, but CD with free shipping!
     
    , Nov 28, 2014
    #83
  4. Ken Blake, MVP

    PlumTree Guest

    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.
     
    PlumTree, Nov 28, 2014
    #84
  5. Ken Blake, MVP

    John Pollard Guest

    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
    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.]
     
    John Pollard, Nov 29, 2014
    #85
  6. Ken Blake, MVP

    Guest

    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!
     
    , Nov 29, 2014
    #86
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