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| Date Reviewed: Feb 26, 2008 |
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Quicken 2008
Strengths: Stable software.
Weaknesses: No option to not use new Tab feature.
Summary: I was using Quicken 2006 very effectively with Windows XP. When I got a new Dell XPS running Vista I found that Q2006 would not run the Help system, so I upgraded to 2008. While everything went very well installing the upgrade, I ran into the usual big nuisance to get it configured to access all my financial institutions, setting up passwords, etc. My biggest gripe is that a new feature concept has been introduced called Tabs. In the way I use Quicken, I see absolutely no value in it but I am stuck with it and it is taking up register space. To fit into the register, part of the category field and part of the Memo field is taken because the Tab field is squeezed in between them. Now I cannot see the whole Category/Subcategory I enter unless I select a pop-up list. This is an extra key press. Then, to advance to the Memo field, I have to press the Enter key twice (Enter is the key I use to advance to the next field). This is another extra key press. There is no way to opt out the Tab feature so I am stuck with having to use two additional key presses to enter every transaction. I have been using Quicken for over 15 years. Each upgrade seemed to make it a little easier to enter transactions. Version 2008 takes it a step backward. Knowing what I know now, I would not have upgraded. I would have lived with 2006 without the help system.

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| Date Reviewed: Jan 26, 2008 |
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Stock Price Updates do not work after January 17, 2008
Strengths: Good Check book register
Weaknesses: Quicken is NOT supporting customers and stock price updates did not work temporarily
Summary: See over 180 comments on this problem on Quicken Community Forum. They fixed it temporarily on January 20-22, then mutual fund prices stopped downloading again. This is extremely frustrating for those that track their investments.
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| Date Reviewed: Apr 25, 2008 |
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OK
Strengths: Connects to most financial institutions, gives you a good variety o charts and graphs.
Weaknesses: Doesn't understand that the $100 payment to Electric Co. on the 1st is the same thing as the scheduled payment to the Electric Co. for $100 on the 1st. Nags you about it until you tell it to skip.
Summary: It definitely beats an excel sheet that you have to update by hand, but has a lot of quirks. Not that much of an improvement over 2007, unless you need it to connect to some bank that 2007 won't.
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| Date Reviewed: Apr 22, 2008 |
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Strengths: peforms as promised
Weaknesses: they force you to buy an upgrade every 3 years even if you don't need an upgrade
Summary: Quicken is a good product and helps me track finances effectively. My only complain is that I don't like to be forced to buy upgrades when I don't want them.
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| Date Reviewed: Apr 22, 2008 |
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Strengths: Permits downloading of financial data from banks etc.
Weaknesses: complex
Summary: Entering quaterly statements from financial institutions and banks is now cumbersome, but one-step downloading seems to work.
When I tried to print personal networth data sheets, the preview window is larger than my PC screen. Some buttons can hardley be reached, Screen can't be moved. Seems like a program error. But networth data sheet prints correctly.
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| Date Reviewed: Mar 30, 2008 |
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What a Rip-off from Quicken
Strengths: Similar to Quicken 2005
Weaknesses: Not a significant update
Summary: I am a happy user of Quicken 2005, until a couple of months ago, when Quicken announces to cease web download function by end of April. That forces me to upgrade to the 2008 version. Both versions are almost identical. Even the basic 2008 version does not convert the old 2005 data, and forces you to go to “Deluxe” version, which is overkill if you just use Quicken to for personal banking and bill tracking. Quicken is really THE MASTER of the money management. I don't know how to rate the product. I am happy the features and functions of this product, but not happy with the way Quicken forces me to pay for the unreasonable "upgrade". It works, but would not purchase again IF I COULD.
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| Date Reviewed: Jan 21, 2008 |
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Updating stock prices and quoted a continuing problem
Strengths: About the same as prior versions
Weaknesses: about the same as prior versions
Summary: I have noted a continuing problem with downloading quotes for my portfolio. sometimes it takes several tries to update and as of today(1/21/08), I still can't update for 1/18/08. I have contacted Quicken and they are aware of problem ans "are working to resolve server issues", but they have been aware of problems since at least Apr, 07. I feel I wastesd time and money upgrading to 2008, but they are going to stop online support for Quicken 2005, which worked fine, excpt for downloading problems. J.R.
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| Date Reviewed: Dec 27, 2007 |
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quicken 2008 deluxe review
Strengths: can connect to banks and credit card companies and download data
Weaknesses: too complicated; many functions that are not intuitive.
Summary: I did not use Quicken or any financial software before. I just needed something that can keep track of my expences and can automatically download data from a bank or a credit card company, i.e. some sort of automatic checkbook. This program can do all this and also much more. HOWEVER, MANY FUNCTIONS ARE TOO COMPLICATED. IN ADDITION, NO PAPER MANUAL IS PROVIDED. SOME COMMANDS ARE NOT INTUITIVE.
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| Date Reviewed: Dec 16, 2007 |
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Not sure it's worth upgrading over 2007
Strengths: The usual Quicken features for tracking spending and financial situation. Integration with financial institutions for downloading transactions.
Weaknesses: Don't really see many new features over the previous version.
Summary: I honestly don't think it's worth the money. They have added a few new things but nothing really great. For example, the Vista gadget is a nice touch but to me it feels useless. It only shows a small calendar with icons for the days when transactions are scheduled, not actual dates, just days of the weeks. The other tab shows a list with counts of Upcoming transactions, checks to print, and a couple of other items. It also has a button that runs Billminder. It would be nice if this gadget were more customizable and allowed, say for different colors for bills vs. deposits, to show the actual dates when they are due, to remove the list and only show the calendar, to make the calendar bigger, etc.
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| Date Reviewed: Oct 7, 2007 |
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Strengths: Intuitive, extensive, easy to update online accounts, reporting is right on target, has spending plan and budget plan separated and presented in easy to use
Weaknesses: Wachovia requires $6 monthly service fee to use auto update
Summary: This the best financial spending plan software I have used. It keeps up with everything!! Quicken will automatically assign the category "Ballet" I created as soon as the charge is updated in the credit card register during Quicken's auto update. The reports are priceless and are easy to create, read and modify. There are times when a transaction may come in twice which is easy to fix, but if the register does get messed up, it is so easy to restore to a previously backed up date. I usually restore to the previous day and I don't lose anything. I hit auto update again and I am back in business. The spending plan is configured so that you can instantly move funds which did not get used during the previous month to the following month and even to a totally separate category. It even keeps updated prices and value of my entire investment portfolio. It does take a few days to adjust to if you are a novice to these types of management tools but I have found it so much easier to use than MS Money!

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| Date Reviewed: Sep 19, 2007 |
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Strengths: Consistent quality. Familiar procedures. Reliable. Easy to use.
Weaknesses: None.
Summary: I am glad that the folks at Quicken come up with a new version each year. The costs are low and the improvements are great.
I enjoy the new interface and the fact that everyone I work with is familiar with reports from Quicken. They are easily understandable.
This is a top quality product that you can depend on year after year.
I enjoy the fact that I do not have to pay for features I would never use that would only clutter up the program. Quicken gives you choices in their products. Deluxe is perfect for me.
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| Date Reviewed: Dec 30, 2007 |
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Strengths: Imports old Quicken data files quickly and easily. Able to add transactions within minutes. Like having lists of accounts immediately accessible in a frame on the left side of the screen.
Weaknesses: Too many options; a dizzying array of menus and options
Summary: This is my first Quicken upgrade since 1998. When my laptop died back in August, I had just finished backing up my Quicken files. So I was ready to setup shop on my XP machine but of course not with '98.
I bought the deluxe version so that I didn't have to re-enter all of my data. I was initially concerned whether Quicken would be able to import my transactions from 3 floppy disks. Once I completed installation and answered a few questions and told Quicken to restore my data, I was on my way. It really was a simple process.
Although the interface has change drastically since '98, I was able to enter transactions almost from the get go. I did have to spend a few moments orienting myself to the new interface but I got it.
Don't get me wrong, I'm not a power user (importing stuff from financial firms, banks, credit cards etc.). I'm your basic record my checks and deposits, and generate some basic end year reports. So I'm happy with what I've seen so far.
If have a relatively recent version of Quicken, I don't know if I'd be upgrading, but it still does the things that I need to do and I'm able to do it with virtually no learning curve.

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| Date Reviewed: May 5, 2008 |
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Strengths: Great peronal finance program
Weaknesses: None found
Summary: I have benn using Quicken for many years, and I purchase upgrades every other year or so. Each upgrade is in my opinion minor, and not justifying yearly upgrade purchases, but there are improvements, none the less easily seen in a 2 or more year wait to go to the next version. Besides, If I and many others did not buy upgrades, Intuit may drop the product in some way. I feel they deserve my business and therefore can continue to produce and support this excellent progam.
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| Date Reviewed: Sep 21, 2007 |
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Strengths: Vista compatible. All the good qualities of Quicken and usable on the new PCs
Weaknesses: None so far.
Summary: Wonderful product. Seemless integration with Microsoft Vista. No problems whatsoever, either in loading or using. Also seemlessly restored all of my old files onto the new computer. This is a product I would purchase for all of my computers, at home and at work.
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| Date Reviewed: Nov 18, 2007 |
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Strengths: savings tracker
Weaknesses: none to date
Summary: I love using the categories to track my spending in different areas, esp. groceries and gas. I just upgraded from an earlier version of Quicken seamlessly. I have not tried to synchronize my banking accounts.
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