Re: Q2010 Investment Portfolio Display Problem
Bobster
<char...@email.com> wrote in message
news:fhqke5l4t8jt0vnig...@4ax.com...
>I just ran into another problem with Q2010. When in Quicken and I
> click on the "Investing" Bar on the left panel expecting it will
> display the Investment Portfolio (as it does in previous versions of
> Quicken), all it does it expand or collapse the accounts under
> Investing. It does not take me to the Portfolio Screen as it in other
> versions. How do I get that action back - where I click on
> "Investing" and it displays the Portfolio Screen?
>
> Thanks
> Charlie
Click on the "Investing" tab at the top, then click "View" and finally
"Portflio".
Margaret
Yes, the ability to open the Portfolio view from "Investing" in the
account bar has been removed. :-( I don't know why. It was just
another quick way to get there.....
Regards,
Margaret
R. C. White
> I don't know why. It was just another quick way to get there.....
The quickest way to get there is to just add a "Portfolio" button to the
Tool Bar. Then it's always just one click away. ;<)
But my Quicken 2010 Deluxe does have Portfolio on the Investing menu - just
two clicks. Or <Ctrl>+U. I haven't used either of those methods in so long
that I forgot they existed.
RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
r...@grandecom.net
Microsoft Windows MVP
(Using Quicken Deluxe 2010 and Windows Live Mail in Win7 x64)
"Margaret" <twok...@gmailx.invalid> wrote in message
news:hcf9a7$1qi$1...@news.eternal-september.org...
Margaret
> Hi, Margaret.
>
>> I don't know why. It was just another quick way to get there.....
>
> The quickest way to get there is to just add a "Portfolio" button to the
> Tool Bar. Then it's always just one click away. ;<)
>
> But my Quicken 2010 Deluxe does have Portfolio on the Investing menu -
> just two clicks. Or <Ctrl>+U. I haven't used either of those methods
> in so long that I forgot they existed.
Actually I do have a Portfolio button on the toolbar, but it was nice to
be able to click "Investments" in the Account bar if I happened to be
over there with the mouse. :-)
BTW, RC, I noticed that you are using Deluxe and are happy with its
investment features? I'm wondering if I really need Premier. I thought
of downgrading to Deluxe this year before I bought 2010, but I didn't
when I read on the box that Premier provides more tax info. Not sure
what that means.
Can you and/or others elaborate on just what features Premier has that
Deluxe doesn't?
Thanks and Regards,
Margaret
Nemo
top choice is "portfolio".
John Morris
using Deluxe. After a couple of weeks of using Q2010 Premier, I think
I wasted the extra $30. I thought that the extra investment features
advertised would be useful as recently I have been spending more time
analyzing my investment portfolio than I had previously. So far, I
haven't found any additional useful features over what I was used to
in Q2008 Deluxe.
According to the Quicken website, the extra features in Premier are:
* Provides comprehensive investing, planning, and savings tools
* Shows mutual fund Morningstar Ratings� so you can make smart
decisions
* Tracks cost basis and estimates capital gains, to help you
minimize taxes
* Shows changes in assets, liabilities, and net worth with one
click
Other than the Morningstar ratings, I think I was able to do all of
this other stuff easily in the old Deluxe version.
I don't use Quicken for the tax info. At tax time, I let TTax
download all of my investment tax information from the mutual fund
website.
I hope this helps.
John
R. C. White
When I first started with Quicken and TurboTax in about 1990, I got the most
sophisticated versions because my tax situation was pretty complex (Schedule
C, limited partnerships, REITs, municipal bonds...and other things). But
after several years - and a few Quicken editions - my financial life became
less complicated. And I read the back of the Quicken box a little more
carefully. Most of the premium features I was paying for were things that I
didn't need anyhow. Much of the "tax advice" was simply copy'n'pasted from
IRS publications, which by then were freely available on the Internet. (The
little movies that started appearing on the annual CD-ROMs were cute - but
not worth the added cost.) The various planning wizards were superfluous to
me: I was already retired; my only child had finished college; and my
finances were pretty much down to a few stocks and some CDs - which Quicken
STILL doesn't know how to handle in ANY version.
Then I realized that Quicken Basic had ALL the actual functionality that was
in the more expensive versions. And so did TurboTax Basic. After all, can
you imagine the uproar if it turned out that TurboTax miscalculated your tax
if you didn't buy the most expensive version?! The premium versions added
bells and whistles, but the most basic versions had everything that was
really needed for actually keeping track of all my finances and reporting my
taxes.
So I switched to the Basic versions of both Quicken and TurboTax - and have
never regretted it. Then Intuit abandoned the Basic version - or maybe just
renamed it - and Deluxe became the baseline version, so that's what I use
now.
It might be helpful (to you, Margaret, not to me) if you make a list of the
Premium features that YOU use that are not in the Deluxe versions. Study
the list and make up your own mind as to what those features are worth - to
YOU.
To me, this is not a large matter anyhow. I just paid $40 plus sales tax
for Quicken 2010 Deluxe. I don't have TurboTax for the 2009 year yet, of
course, but last year I paid $50 plus tax for 2008 Deluxe. That's less than
$100 for a year's worth of both home bookkeeping and tax programs that fit
me very well. In my tax-only CPA practice before 1990, my minimum fee for
an income tax return was $250. I consider the Quicken/TurboTax combination
a bargain. Even if I had to pay 50% more to get the Premium Editions, it
still would be a bargain!
Obviously, I'm not an unbiased appraiser of these values. You will have to
decide how much weight to give my opinion in making your own decision.
RC
--
R. C. White, CPA
San Marcos, TX
(Retired. No longer licensed to practice public accounting.)
r...@grandecom.net
Microsoft Windows MVP
(Using Quicken Deluxe 2010 and Windows Live Mail in Win7 x64)
"Margaret" <twok...@gmailx.invalid> wrote in message
news:hcfmdh$dle$1...@news.eternal-september.org...
Margaret
> Hi, Margaret.
>
> the Premium features that YOU use that are not in the Deluxe versions.
> Study the list and make up your own mind as to what those features are
> worth - to YOU.
>
> To me, this is not a large matter anyhow. I just paid $40 plus sales
> tax for Quicken 2010 Deluxe. I don't have TurboTax for the 2009 year
> yet, of course, but last year I paid $50 plus tax for 2008 Deluxe.
> That's less than $100 for a year's worth of both home bookkeeping and
> tax programs that fit me very well. In my tax-only CPA practice before
> 1990, my minimum fee for an income tax return was $250. I consider the
> Quicken/TurboTax combination a bargain. Even if I had to pay 50% more
> to get the Premium Editions, it still would be a bargain!
>
> Obviously, I'm not an unbiased appraiser of these values. You will have
> to decide how much weight to give my opinion in making your own decision.
>
> RC
Thanks, RC.
It's very difficult to tell exactly what Premier has that Deluxe
doesn't, and I suppose that's the way Intuit wants it. I suspect I
really don't use those additional investment features, but you're right.
Quicken is indeed a bargain, even with my faithful yearly upgrades.
:-) I do love Quicken, but I was just curious about the feature
comparison between Deluxe and Premier.
As far as TurboTax goes, I gave that up some years ago and now use
TaxAct, which I find easier to use, considering I like to manually edit
forms more than TurboTax wanted me to! During the many years I did use
TurboTax, I too purchased only the Deluxe version after a year of not
using the premium version's bloat.
The last few years I've beta-tested TurboTax, although I skipped this
past year. To each his/her own, but I find TaxAct to be much more
straightforward (and a lot more cost effective)! The lesser cost is a
boon, considering I prefer TaxAct to TurboTax. (I do like It's
Deductible and am really bummed it's no longer possible to use it as a
standalone app. I'm not bummed enough that I'll use TurboTax, though.)
Anyway, thanks again, and best regards,
Margaret
Sam Spade
"Margaret" <twok...@gmailx.invalid> wrote in message
members, and the seniors returns I do, quite nicely. I don't charge, enjoy
getting that pie etc, and can only remember once in about 5 years when
presented with a rather complicated return, and there I told party to try
HRBlock which they did. Next year I did their return reviewing what HRB did
the prior year and everyone was happy. I didn't understand your
"standalone app" comment though. I take it Deductible is some kind of
software that has passed the "you can take it test". Kind of reminds me of
the year (like 45+ years ago when reviewing old returns I uncovered claiming
Doctor expenses for our dog. He was a Vet.. Hopefully the statue of
limitations has passed.
Margaret
> <snip> I didn't understand your
> "standalone app" comment though. I take it Deductible is some kind of
> software that has passed the "you can take it test". Kind of reminds me of
> the year (like 45+ years ago when reviewing old returns I uncovered claiming
> Doctor expenses for our dog. He was a Vet.. Hopefully the statue of
> limitations has passed.
"It's Deductible" still allows all users to input charitable
contributions during the year, but to get the actual deductible figures,
users must import "It's Deductible" data into (purchased) TurboTax. In
the past, we could simply run a report -- after paying for "It's
Deductible," that is.
TaxAct now has a limited charitable deduction calculator, but its
database is largely limited to clothing and household items -- no tech
stuff, etc.
AFAIK, statute of limitations is null and void if the IRS can prove
fraud. So unless you're still deducting dog expenses, you're probably
OK. ;-)
Regards,
Margaret