Does this handle fund class changes where nothing is bought or sold but qty changes
1563514
I haven't had such transactions but that is similar to stock mergers which the program handles easily. You would be exchanging funds rather than stock.
1770145
I believe there has been a mistake.. I did not put this up for selling. I do not even own it. Sorry
1227661
You will have to ask the supplier at the time of sale I suspect. As they rotate their stock these values may change.
1747551
Basically how squaretrade works is your buying a "balance value" related to a product there are a couple things that can happen.1) they will try to repair it, any repair's value is deducted from that balance (they really are fairly market value prices though)2) on submitting a claim, without check the product first they issue a full reimbursement (this is what happened to me on a water damage claim).Also realize they will want you to work with your manfacturer's warranty first if at all possible (they seem pretty reasonable though so...)
1523472
Thanks for your response. I wish I had waited a bit more before selling it off :(
1540308
Hi SusanThanks very much for your post. Please note that Intuit/Quicken Essentials WILL NOT transfer the Investment Account Transaction Histories that you may have had in Quicken 2006-2007 with Leopard or Snow Leopard. Make sure you or anyone reading update their investment account transaction downloads before they convert to Quicken Essentials. Quicken HOPES to rectify this in Q1 2012 with an upgrade. Spent 2 hours on phone with India Customer Support to work through issues this week.
574572
Yes monthly quarterly and annually choices..also lifetime.. I have an older unit on a lifetime I do not play for that one anymore.
1481111
Apologize since I did not like and sold in the first week.I do not remember if it has an ext,input or not.
2066136
I'm still trying to figure out the program but Quicken is on a 3 year turnover so I only update (new) when it quits. The program does update itself in the mean time. John
1338828
Linus, that's a great question to ask. You may want to check Squaretrades Terms and Conditions for they may have an AU one also. I cannot speak for Squaretrade myself because i have no affliation with them. Hope this helps!
179627
You can always just pay the ETF of upto 175 and cancel your current line, then simultaneously buy this and get the 99 dollar price on your new line. 99+175 is Still way cheaper than paying 600 to upgrade.
21926
go to http://www.morningstarcorp.com/wp-content/uploads/2014/02/SS.IOM_.01.EN_.pdf
1957187
I do not collect FDCs but I've been using EzStamp for several years and I could not manage my collection without using this program!! (And I have used several in the past. EzStamp, for each stamp in its database, allows entry of Grades, FDC, and PNCs. The FDC section allows for multiple cachets that you would enter in spreadsheet form. Fields provided are: FDC #, Description, Day Issued, FDC Maker, Comments, Value, Qty, Net Worth, Buy Date, Buy Price, Sell Date, Sell Price, Net Profit, Image Link, Location. Just from my quick look, it appears that Day Issued is the only supplied entry. I would think the program would be able to handle as many cachets as you would need. Hope this helps Roy
1464820
yes, you can set up a different portfolio for each asset class. Go to their website I'm pretty sure they have a 30 free trial and you can try it out.
1731562
No, unlike Quicken iBank does not have a Class designation. You can do sub categories such as TAXES:Federal, TAXES:State, TAXES:City, etc. You can subcategorize any category.
1281111
That doesn't sound like a problem with Amazon's description, that sounds like a problem with "DB Roth". I would take it up with "DB Roth". (of course this advice is probably arriving 6 months too late to be of any value).
1315574
I just upgraded to Quicken Deluxe 2011. As far as I can tell, 2011 has the exact same ability to track investments as 2008. This includes the Portfolio view, tracking of cost basis and capital gains, portfolio rebalancing, and all the relevant reports. In fact, apart from the user interface facelift, I find myself rather hard-pressed to see any change of significance - positive or negative. I know that there are changes, since the Intuit website brags about them, but they simply don't make much impact on the user experience. A waste of a forced upgrade, but at least it still seems to work.