How is it as a retirement planning tool - organizing and projecting categories of expense and income over a period of time?
1990808
Marty, If you have an Apple computer, I would not advise you to get Quicken Essentials for Mac. I had a Windows computer with Quicken Deluxe before I tried the Apple computer. Quicken Deluxe is a good product but they don't make it for Apple. They have a lame product that they try to pass for Quicken Deluxe but it's worthless as is Essentials. They supposedly have a satisfaction guarantee but they don't stand behind it. So buyer beware! Quicken online customer service is really lame. Again, buyer beware! Quicken Deluxe for Windows is pretty good, however! But if you need customer service or want your money back, forget it.
276908
Yes, Roth conversions are definitely supported at the form level. I started using Block 2012 as soon as the first download was available. A big reason was to estimate how much to convert this year. I don't recall that Roth conversion was in the original interview, but I'll check. Also, I bet that the forms are available in Turbo Tax too. Update, conversion is there in the interview too.
704102
It's got lots of columns for different subjects on the planning pages; that's what I liked about it. The planning pages stretch across both open leaves of the book. They are week-at-a-glance. In the beginning there are a bunch of pages where you can map out your goals for the year month by month. Also seating charts, class roster, etc. Hope that helps
1452363
As long as you don't fill the pages with slide-in notes (ie page markers, postcards, stickee notes) it lays flat as a board on a flat surface; I have been getting this particular planner for over 6 years and it becomes my go to for tax information each year; health appointments, when bills are/were due; etc. are all in one place. Make sure you get the spiral covered item as the uncovered one might scratch wood. ENJOY!
1721358
I used it to buy a TV last year. Well worth it if you have a steady income, but don't want to drop a lot of money at once. Been thinking of buying this laptop with this offer, since my old macbook is showing its age.
687626
TT Deluxe has all the forms for any stock/mutual fund investments. For most people Deluxe is more than enough. Intuit reccommends Premier version if you have Stock options or Employee Stock Purchase plan. But again I have found out that Deluxe can handle those situations also. Premer has extra interview questions and guidance for stock options or ESPP. I have used Premer for several years. This year I am dowgrading to Deluxe.
470285
Ira. I have no clue. I just copied the key Bob info I had. Not sure what the p means. Wish I could help but I can't.
82164
Yes, but I've not used it. I've bought it for roughly 5 or 6 years. It's had it's ups & down operations-wise, but the support group is helpful and free. (Obviously busy busy during tax season.) Hard to beat for the price and allows you to reload info. from payers/vendors/employees each subsequent year; so it can be habit forming depending on how many entries you've previously loaded. Here's their contact info.:866-483-8131, support@custsupp.com, ComplyRight, Inc.,3451 Jupiteer Ct., Oxnard, CA 93030. Good hunting.
2168164
Also you can download the manual online. I highly recommend using the manual and actually entering the data entries they show. It really helps show you the expansive abilities this awesome calculator can perform.
2273681
I'm not sure what the designers had in mind for those squares, and I'm sure it's open to interpretation, but how I would use that section is: Personal Goals means anything that doesn't specifically deal with my career. For example, "lose 10lbs" or "maintain closer familial ties" or "meditate daily" or "read for fun"... etc. Some personal goals would be of higher importance, such as "lose weight" so I would label that as Top Priority. Medium Priority would be the next important level, for instance, "meditate daily". The the Optional Priority I would use for those items that I'd LIKE to do, but won't impact negatively if I don't do (i.e. "read for fun"). These categories would then enable me to choose where I'd devote my energy. 80% of my energy is devoted to career, 5% to daily subsistence, 10% to health, 4% to relationships, 1% to fun. Or whatever makes sense to me and then I might actually be able to fit more in. There's an analogy that kind of helps me put it into perspective. You have an empty jar, you have a couple large rocks (which represent the stuff you MUST do, Top Priority), you have more smaller rocks (representing stuff you SHOULD do, Medium Priority), and you have a bag of sand (representing cool stuff that you'd LIKE to do). You need to put all that stuff in the jar. If you start with the sand, you won't be able to put all the large and small rocks in the jar (the sand fills the jar up). But if you start with the large rocks (all will fit) and then put in the small rocks (all fit), you'll be able to get a large amount of the sand in (about 75%). Which, when you think about it, is actually a more productive/balanced way of living life. ... Anyways, that's how I'd approach this tool. Hope this helps. :D
520544
Gosh, I'm not sure how to answer that. I only use it for keeping a running total of what my balance is in my account. I don't believe it keeps a "history" of entries, if that is what you are asking. Hope that helps.
1204047
If you are goal oriented, you will enjoy this planner. I responded before, but want to be more specific. Use a colored pen ( example. Purple) to record your items so they will be visible. This planner has two full pages per week, plus ample pages for planning both long term and short term goals. Just be creative and use it to meet all your needs.
1927920
Yes; I put 3 quarters of the year in my planner so I have room for notes I will inevitably add throughout the year. I will add the 4th qtr when the 1st qtr is over. It's as complete as you could want!
1197221
Unfortunately beginning with version 2013 Sage 50 no longer has a "manual payroll module". Of course you can always enter payroll (or anything else) in the "general journal". But the manual payroll module, once you set it up, would do the calculations automatically. Sage 50 took that feature away and worse. If you don't pay a yearly maintenance fee then you are no longer able to enter new data (90 days after your fee expires it locks you into "read only mode"). It is perfectly understandable, however, since the accounting software business isn't what it used to be (due to free alternatives like "Gnucash" so all of these companies have to change their business models. Sage 50 is excellent excellent software. It's just not as inexpensive as it used to be.
1914823
It depends on how many a "large number of people" is. Based upon my assumptions (based upon your chosen profession) on your current skills with "working with your hands" and "planning and thinking in three dimensions" I doubt that this would be a good investment. However, you may prove me incorrect, though I do not encourage it. You could have fun an release your inner brain.
2057144
I use it as a one year "rolling" calendar. Months are pre-written, just add appropriate year to see out one year from current month.
2064007
I'm working on a start-up, too. I find the software very intuitive and easy to use. Plus, it helps paint an accurate picture for potential investors to see your cost and revenue projections.