Can't import data from Charles Schwab: Is this correct?
2013532
That's correct; you cannot import info directly from Schwab into the H&R Block software. I've used Tax Cut for years (I'm a Schwab customer), and I copy the info I need from Schwab into an Excel file, and then use a third party macro (from InvestoTeK, called ConvertExcel2TXF, $5.00) to make the conversion of the info from Schwab into the needed format (.TXF file) which can be imported. I discovered this last year when doing our 2009 taxes and it works great. You just pay for the macro and download it online. (I have no connection to InvestoTek except as a satisfied customer). FYI if you are a Schwab customer you can buy TurboTax through them for a discount. I just prefer the H&R Block software to TT.
1958717
You'd just be double inputting data. I use Quicken for all my finances and CBP for writing checks. It's easier and less convoluted. I write the check and just input the transaction in quicken.
1157016
Yes, I can do a download but it has changed during the previous version and I had to contact the bank before it worked again.
962816
Yes you can according to Roots Magic you can import data directly from Family Tree Maker
560844
No. From what I read you can use the SquareTrade from a host of authorized dealers.
1581240
Never, and you cant import older " est." files into it. I have lost hundreds of files of addresses when I foolishly bought version 2011 to update my 2005 version. All my old saved data is useless. Also, there are few improvements in the 2011 version except easier access to the (optional, expensive) GPS plug in. This GPS plug in is useless and redundent since most serious drivers have GPS in there autos anyway. I rate Streets and Trips an "F". It sucks.
2049283
I Love StatTrak, but I do not know if you can import MS Outlook data... Sorry
1589749
Just try to use your off line credit card data, as you did on previous quicken. It's just not possible. If you are ready to establish on line accounrts, I wish you luck in the data transfer game. I'm back to 2008. After more than 15 years of Quicken, this may be the last.
1562210
If the Broderbund's program allows you to save the file as, or is convertible too, a gedcom file ( GEnealogical Data COMmunications format) then you should be able to import the file. Keep in mind though gedcom is a basic file, no media will be imported. From past experience you will also probably have some cleanup work to do once imported, but is the easiest way to convert. Converting one file format to another, or one program to another, has never gone as advertized, or has ever been glitched free for me.
1453079
FYI, I have it running on a Vista machine and have encountered the following issues (none of which are deal breakers for me) 1) Can't access Help (written in older version) 2) Import Wizard doesn't import ingredients (?? - everything else moves over just fine) 3) Web Import doesn't function
1485675
Yes, I've used it do imports with both the MAC and Windows version. This is something that works well, and is a feature that they have had for a long time, so it's not buggy. I have read there are occasionally mapping issues between programs (maybe something like military service is mapped to different fields in the two programs), but I have not experienced it.
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).
1644083
Hi Chancey: The only advice I can give you is that my old PC was dying, and I waited until I got my new one before downloading the updated Quicken. I was afraid if I loaded it to my old PC, it would totally crash. So that's what I would advise, but I'm definitely not an expert.
843114
Yes. as you go thru the ?s, it will ask if u want to import. but you need to know the file location on your machine in case there is a problem locating the file by the program.
2228180
Did for me. When installed, it searched for old Quicken files and put them in 2013 format. Quicken usually cuts off support and internet updates on the older versions to "encourage" you to upgrade.
206610
I didn't see an obvious option for importing information from a spreadsheet, but you can go to avery.com/print and use template 5302 to see if these will meet your needs before you buy the cards.
372406
You can use some online tools to convert your etrade data into txf format. Try this out: http://www.txf-express.com/ This site provides both online service and a downloadable software. I used their on-line service. A real time saver I must say. BTW, it costs me 3 bucks. A pretty good value.