expired Posted by guyfromgreenwood • Dec 29, 2024
Dec 29, 2024 12:25 PM
Item 1 of 1
expired Posted by guyfromgreenwood • Dec 29, 2024
Dec 29, 2024 12:25 PM
Quicken Classic Deluxe 1-Year Subscription (Windows/Mac Key Card)
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Yes, I have to enter all transactions manually. In a way this is good because more awareness of where $$ is spent vs just downloading a list and accepting.
There is some bug with qw.log growing in size over time. Contains nothing but "DbC EnsureViolation 'theCatSettings != 0' in CFYearProperties::FlagYearlyBudgetedItems (CFYearProperties.cpp @ line # 425.)". To work around I just symlinked this file to a ramdisk. Gets cleared whenever system is rebooted.
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I can confirm it works as well - I just bought a license for Premier, applied it, and my license now expires in March 2026.
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Yes, I have to enter all transactions manually. In a way this is good because more awareness of where $$ is spent vs just downloading a list and accepting.
There is some bug with qw.log growing in size over time. Contains nothing but "DbC EnsureViolation 'theCatSettings != 0' in CFYearProperties::FlagYearlyBudgetedItems (CFYearProperties.cpp @ line # 425.)". To work around I just symlinked this file to a ramdisk. Gets cleared whenever system is rebooted.
I will say, modern QW Premier is slow as heck and crashes way too much. I'd really like to use something else, but I'm so used to Quicken, I've used it since the 90s... It's fair to assume I'm sticking with it for the long haul lol.
I was hoping that it would pull my positions in automatically (vs manually updating them 1x a month),.. but it wasnt saving me alot of time over the spreadsheet
When financial institutions force a password change or do security upgrades/changes I have had to mess with particular accounts to reset up. There were some periods over the years where Quicken lagged and had trouble getting their software working with some new way to download but in all cases they got it work out at some point. That happened with Schwab and it took a while and was a pain to get setup but only the Schwab accounts were affected. It does pull your positions and match to transactions for all the brokerages. If quantities are wrong or stock prices not updated it will warn you. I have used jmost all the major ones.
You are lucky to be able to track it all in a spreadsheet and I cannot imagine trying to do that by hand with all the accounts and transaction I have. It would be a full time job for two people.
Hardcore! I churned and min/max points which means I have a ton of open accounts at various banks (all paid in full, I don't pay banks for my spending, they pay me) which is really why I migrated to modern subscription based Quicken. I stayed on 2017 for as long as I could (I think 2yrs) but I didn't like having to log in to each website and download transactions and import. And yes, I manually split/tag/approve each transaction in QW, I don't let it auto-enter anything, outside of the pharmacy (normally correct), gas stations, and restaurants, its never right.
All my credit cards cycle dates are roughly the same. They get paid ~2 weeks before the due date. At the end of each month, I enter transactions to date, schedule payments, etc for all the accounts. Every quarter I download pdf statements. With most cards I can just copy and paste. Citi and I think discover are special where copy/paste doesn't quite work. With citi I download a csv transaction list, then copy/paste into quicken. Like you, add categories, and for some transactions, item/sku/asin numbers. This makes it easier to find the transaction in the future.
This whole concept of the cloud just means your data is on someone else's computer. Not a fan of this concept.
When financial institutions force a password change or do security upgrades/changes I have had to mess with particular accounts to reset up. There were some periods over the years where Quicken lagged and had trouble getting their software working with some new way to download but in all cases they got it work out at some point. That happened with Schwab and it took a while and was a pain to get setup but only the Schwab accounts were affected. It does pull your positions and match to transactions for all the brokerages. If quantities are wrong or stock prices not updated it will warn you. I have used jmost all the major ones.
You are lucky to be able to track it all in a spreadsheet and I cannot imagine trying to do that by hand with all the accounts and transaction I have. It would be a full time job for two people.
Spreadsheets (either excel or sheets ) are good as they can automatically pull in the market prices. I prefer sheets bc I can access the portfolio anywhere or on my phone.
So I just update quantity monthly and after manual trades. This is roughly 1 hr per month of effort. And where I thought quicken would save me some time
And I find spreadsheets have more flexibility to handle non standard situations.
Spreadsheets (either excel or sheets ) are good as they can automatically pull in the market prices. I prefer sheets bc I can access the portfolio anywhere or on my phone.
So I just update quantity monthly and after manual trades. This is roughly 1 hr per month of effort. And where I thought quicken would save me some time
And I find spreadsheets have more flexibility to handle non standard situations.
Quicken has definitely improved on a number of things with software since they went subscription but I feel that they haven't touched the core engine for fear of compatibility. A revamped core engine, I think would really benefit the platform. I get lags sometimes when as a software developer I know it's a sign of the software quality. Even though I used Quicken for years, I really don't have that many transactions as say compared to a business. So if it chokes on my dataset, I can only image what a business transactions history would do to it.
Spreadsheets (either excel or sheets ) are good as they can automatically pull in the market prices. I prefer sheets bc I can access the portfolio anywhere or on my phone.
So I just update quantity monthly and after manual trades. This is roughly 1 hr per month of effort. And where I thought quicken would save me some time
And I find spreadsheets have more flexibility to handle non standard situations.
I track my complete net worth and all income and expenses both personal and business along with all my investment accounts and that just wouldn't be possible with a spreadsheet.
Quicken does keep my investments well with some little work sometimes. I actually have near thirty year sof data that started originally in Microsoft Money. I enetedn liitel of that manually but do have to keep tack to make sure things came through right.
I just went through last year and caught up on balancing many back years of investment accounts, net worth and share quantity was spot on with monthly and yearly account statements after some little cleanup of tractions that did not come through characterized right. Some brokerages do do better job of that. That was with many accounts and many account types at Schwab, Etrade & Fidelity.
If I was conscientious about doing the stuff weekly it would probably take a few minutes a week. I haven't looked at anything for about three months and do have some work ahead of me to get ready for tax time.
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Yes, I have to enter all transactions manually. In a way this is good because more awareness of where $$ is spent vs just downloading a list and accepting.
There is some bug with qw.log growing in size over time. Contains nothing but "DbC EnsureViolation 'theCatSettings != 0' in CFYearProperties::FlagYearlyBudgetedItems (CFYearProperties.cpp @ line # 425.)". To work around I just symlinked this file to a ramdisk. Gets cleared whenever system is rebooted.