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Old 07-17-2005, 09:06 PM
Tom Oviedo
Guest
 
Posts: n/a
Default Re: Accounts Missing in Reports > Customize > Accounts Tab <TJS Oviedo>

Loan accounts not included... like classes not included in loan payments...
limitations that cost me time and make the "tool" not as useful or easy to
use as it could be.

Multiple backup files... I have a weekly recurring task on Outlook "Update
Backup Files". I add the date, i.e. "07-17" to the end of all my backup
files once a week, so at worst, I'm set back a week if the most recent
backup is corrupted. I also backup all my docs to a 2nd hard drive on my
kids' computer. Once a month, I make a new directory, "07-01-2005", put all
backup files in there and start fresh. I keep them at least 3 months.

It would be nice to have a date and time stamp on each backup... worth $60?
It's not gotten me off the fence so far.

Portfolio switch, don't use that feature much and have a 5mbs cable
connection.

Maybe I'll downloan the 90 day free trial and play with it one day.

Quicken has its issues, too, I know. I switched to Money in 03, hoping it
would be better. By the time I realized I traded one set of problems for
another, I was too far in and didn't want to take the time to convert my
data back.

Thanks for the input and help.

Tom.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:jdfld1p0fne0k6bainu18sih925sfnrh6b[at]4ax.com...
- quote -

> In microsoft.public.money, Tom Oviedo wrote:
> > Cal,
> > > Thanks for the reply. Reading through this NG the last couple years, on

> > and
> > off, you've been a dependable source of good info.
> > > The accounts are not watch accounts. In fact, looking at them, all are

> > loan
> > accounts (mortgages and one car loan). I want the accounts excluded from
> > the
> > report so the amounts transferred to that account (i.e. reductions in
> > principle) are included in the report as <external> transfers. (I do this
> > for the escrow accounts related to the mortgages). This way I can know the
> > cash flow of our rental properties including transfers into and out of
> > those
> > accounts.
> > > Without the report set up this way, it does not include money we are

> > spending that goes into escrow or principle reduction.

> Loan accounts are not listed for some things. I don't know why. I,
> for example, would like to make an account transaction report for a
> loan account.
> > > > > MS folks... are you listening? M06, I'm reading, is no improvement on
> > > > bugs,
> > > > performance and features than 05...
> > > > > What are you reading?
> > > On this NG... the overall concensus seems to be any improvements in M06

> > over
> > M05 are minor at best and not nearly worth the cost to upgrade.

> How you measure minor can be as variable as how significant a cost
> is. If it was your "favorite" bug that was fixed, it can be a
> significant deal. If they added loan accounts to the list you want
> in some later version, few would notice. The most universally
> useful new feature IMHO is the multiple backup files. People could
> keep more than one backup vintage before. Many did, but they were a
> minority. If you have a good backup strategy that you follow, that
> particular thing is not going to be of interest.
> If you switched to and from the Portfolio view in 2005, it would go
> out to fetch quotes each time you came back. Some did not notice.
> For many it was a very significant irritation, even on broadband. On
> dialup it was *VERY* significant.
> None of the changes that I find significant are flashy. It is not a
> release a marketing person would like. They are the kind of changes
> I like, but I can't predict they would make it worth it for you. It
> certainly is not a case of "no improvement [over] 05...". Perhaps it
> would be analogous to Money 2000 vs Money 99 without the change in
> color scheme.
> > If you can
> > sell me on the newer version, M06, I'm all ears... or eyes. I'll spend the
> > money if I can get $60 worth of improved performance (speed) and at least
> > a
> > couple features that make the job of keeping up with my personal finances
> > and 6 rental properties quicker and easier.
> > > > See alt.comp.software.financial.quicken.
> > > I'll look... can you recap in a sentence or two your impressions of what I

> > will find?

> They will be able to help you with Quicken reports if/when you get
> Q06. You will find there are anomalies that they deal with too.
> > > Thank you, Cal.
> > > Tom.
> > > > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message

> > news:sa9ld19f1b8q7cf0oii8ggglp873622ls3[at]4ax.com...
> > > In microsoft.public.money, Tom Oviedo wrote:
> > > > > > I'm trying to set up a new report and some of my newer accounts do not
> > > > appear in the Customize > Accounts tab. The accounts are open (not
> > > > marked
> > > > closed) and I have the "Show Closed Accounts" box checked.
> > > > > > > What gives?
> > > > > You made them Watch (pretend) accounts?
> > > > > If that is not it, try resetting the report.
> > > > > > > > > I tried Quicken 05 and it mangled my data in transition. I think I'm
> > > > going
> > > > to Q06 a/o Jan 1, 2006, starting with a file for a new year. I used
> > > > Quicken
> > > > from 92 to 2003. It's got issues, too. At least the reports are much
> > > > easier
> > > > to use, save and work with.
> > > > > > > MS folks... are you listening? M06, I'm reading, is no improvement on
> > > > bugs,
> > > > performance and features than 05...
> > > > > What are you reading?
> > > > > > and 05 was no better than 04,
> > > > significantly. I and many people are tired of wasting our money on
> > > > software
> > > > that we have to waste our time trying to get it to do basic stuff.
> > > > > See alt.comp.software.financial.quicken.
> > > > > > > Anyway... if anyone has a hint on how to fix this, your input would be
> > > > much
> > > > appreciated.
> > > > > > > Thank you
> > > > > > > Tom
> > > > > > > > >


  #2  
Old 07-17-2005, 08:49 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Accounts Missing in Reports > Customize > Accounts Tab <TJS Oviedo>

In microsoft.public.money, Tom Oviedo wrote:

- quote -

> Cal,
> Thanks for the reply. Reading through this NG the last couple years, on and
> off, you've been a dependable source of good info.
> The accounts are not watch accounts. In fact, looking at them, all are loan
> accounts (mortgages and one car loan). I want the accounts excluded from the
> report so the amounts transferred to that account (i.e. reductions in
> principle) are included in the report as <external> transfers. (I do this
> for the escrow accounts related to the mortgages). This way I can know the
> cash flow of our rental properties including transfers into and out of those
> accounts.
> Without the report set up this way, it does not include money we are
> spending that goes into escrow or principle reduction.


Loan accounts are not listed for some things. I don't know why. I,
for example, would like to make an account transaction report for a
loan account.


- quote -

> > > MS folks... are you listening? M06, I'm reading, is no improvement on
> > > bugs,
> > > performance and features than 05...
> > > What are you reading?

> On this NG... the overall concensus seems to be any improvements in M06 over
> M05 are minor at best and not nearly worth the cost to upgrade.


How you measure minor can be as variable as how significant a cost
is. If it was your "favorite" bug that was fixed, it can be a
significant deal. If they added loan accounts to the list you want
in some later version, few would notice. The most universally
useful new feature IMHO is the multiple backup files. People could
keep more than one backup vintage before. Many did, but they were a
minority. If you have a good backup strategy that you follow, that
particular thing is not going to be of interest.

If you switched to and from the Portfolio view in 2005, it would go
out to fetch quotes each time you came back. Some did not notice.
For many it was a very significant irritation, even on broadband. On
dialup it was *VERY* significant.

None of the changes that I find significant are flashy. It is not a
release a marketing person would like. They are the kind of changes
I like, but I can't predict they would make it worth it for you. It
certainly is not a case of "no improvement [over] 05...". Perhaps it
would be analogous to Money 2000 vs Money 99 without the change in
color scheme.


- quote -

> If you can
> sell me on the newer version, M06, I'm all ears... or eyes. I'll spend the
> money if I can get $60 worth of improved performance (speed) and at least a
> couple features that make the job of keeping up with my personal finances
> and 6 rental properties quicker and easier.
> > See alt.comp.software.financial.quicken.

> I'll look... can you recap in a sentence or two your impressions of what I
> will find?


They will be able to help you with Quicken reports if/when you get
Q06. You will find there are anomalies that they deal with too.

- quote -

> Thank you, Cal.
> Tom.
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:sa9ld19f1b8q7cf0oii8ggglp873622ls3[at]4ax.com...
> > In microsoft.public.money, Tom Oviedo wrote:
> > > > I'm trying to set up a new report and some of my newer accounts do not
> > > appear in the Customize > Accounts tab. The accounts are open (not marked
> > > closed) and I have the "Show Closed Accounts" box checked.
> > > > > What gives?
> > > You made them Watch (pretend) accounts?
> > > If that is not it, try resetting the report.
> > > > > > I tried Quicken 05 and it mangled my data in transition. I think I'm going
> > > to Q06 a/o Jan 1, 2006, starting with a file for a new year. I used
> > > Quicken
> > > from 92 to 2003. It's got issues, too. At least the reports are much
> > > easier
> > > to use, save and work with.
> > > > > MS folks... are you listening? M06, I'm reading, is no improvement on
> > > bugs,
> > > performance and features than 05...
> > > What are you reading?
> > > > and 05 was no better than 04,
> > > significantly. I and many people are tired of wasting our money on
> > > software
> > > that we have to waste our time trying to get it to do basic stuff.
> > > See alt.comp.software.financial.quicken.
> > > > > Anyway... if anyone has a hint on how to fix this, your input would be
> > > much
> > > appreciated.
> > > > > Thank you
> > > > > Tom
> > > > >

  #1  
Old 07-17-2005, 07:33 PM
Tom Oviedo
Guest
 
Posts: n/a
Default Re: Accounts Missing in Reports > Customize > Accounts Tab <TJS Oviedo>

Cal,

Thanks for the reply. Reading through this NG the last couple years, on and
off, you've been a dependable source of good info.

The accounts are not watch accounts. In fact, looking at them, all are loan
accounts (mortgages and one car loan). I want the accounts excluded from the
report so the amounts transferred to that account (i.e. reductions in
principle) are included in the report as <external> transfers. (I do this
for the escrow accounts related to the mortgages). This way I can know the
cash flow of our rental properties including transfers into and out of those
accounts.

Without the report set up this way, it does not include money we are
spending that goes into escrow or principle reduction.

- quote -

> > MS folks... are you listening? M06, I'm reading, is no improvement on
> > bugs,
> > performance and features than 05...

> What are you reading?


On this NG... the overall concensus seems to be any improvements in M06 over
M05 are minor at best and not nearly worth the cost to upgrade. If you can
sell me on the newer version, M06, I'm all ears... or eyes. I'll spend the
money if I can get $60 worth of improved performance (speed) and at least a
couple features that make the job of keeping up with my personal finances
and 6 rental properties quicker and easier.

- quote -

> See alt.comp.software.financial.quicken.

I'll look... can you recap in a sentence or two your impressions of what I
will find?

Thank you, Cal.

Tom.



"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:sa9ld19f1b8q7cf0oii8ggglp873622ls3[at]4ax.com...
- quote -

> In microsoft.public.money, Tom Oviedo wrote:
> > I'm trying to set up a new report and some of my newer accounts do not
> > appear in the Customize > Accounts tab. The accounts are open (not marked
> > closed) and I have the "Show Closed Accounts" box checked.
> > > What gives?

> You made them Watch (pretend) accounts?
> If that is not it, try resetting the report.
> > > I tried Quicken 05 and it mangled my data in transition. I think I'm going

> > to Q06 a/o Jan 1, 2006, starting with a file for a new year. I used
> > Quicken
> > from 92 to 2003. It's got issues, too. At least the reports are much
> > easier
> > to use, save and work with.
> > > MS folks... are you listening? M06, I'm reading, is no improvement on

> > bugs,
> > performance and features than 05...

> What are you reading?
> > and 05 was no better than 04,
> > significantly. I and many people are tired of wasting our money on
> > software
> > that we have to waste our time trying to get it to do basic stuff.

> See alt.comp.software.financial.quicken.
> > > Anyway... if anyone has a hint on how to fix this, your input would be

> > much
> > appreciated.
> > > Thank you
> > > Tom

> >


 
Old 07-17-2005, 06:41 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Accounts Missing in Reports > Customize > Accounts Tab <TJS Oviedo>

In microsoft.public.money, Tom Oviedo wrote:

- quote -

> I'm trying to set up a new report and some of my newer accounts do not
> appear in the Customize > Accounts tab. The accounts are open (not marked
> closed) and I have the "Show Closed Accounts" box checked.
> What gives?


You made them Watch (pretend) accounts?

If that is not it, try resetting the report.

- quote -

> I tried Quicken 05 and it mangled my data in transition. I think I'm going
> to Q06 a/o Jan 1, 2006, starting with a file for a new year. I used Quicken
> from 92 to 2003. It's got issues, too. At least the reports are much easier
> to use, save and work with.
> MS folks... are you listening? M06, I'm reading, is no improvement on bugs,
> performance and features than 05...


What are you reading?

- quote -

> and 05 was no better than 04,
> significantly. I and many people are tired of wasting our money on software
> that we have to waste our time trying to get it to do basic stuff.


See alt.comp.software.financial.quicken.
- quote -

> Anyway... if anyone has a hint on how to fix this, your input would be much
> appreciated.
> Thank you
> Tom


  #-1  
Old 07-17-2005, 05:28 PM
Tom Oviedo
Guest
 
Posts: n/a
Default Accounts Missing in Reports > Customize > Accounts Tab <TJS Oviedo>

I'm trying to set up a new report and some of my newer accounts do not
appear in the Customize > Accounts tab. The accounts are open (not marked
closed) and I have the "Show Closed Accounts" box checked.

What gives?

I tried Quicken 05 and it mangled my data in transition. I think I'm going
to Q06 a/o Jan 1, 2006, starting with a file for a new year. I used Quicken
from 92 to 2003. It's got issues, too. At least the reports are much easier
to use, save and work with.

MS folks... are you listening? M06, I'm reading, is no improvement on bugs,
performance and features than 05... and 05 was no better than 04,
significantly. I and many people are tired of wasting our money on software
that we have to waste our time trying to get it to do basic stuff.

Anyway... if anyone has a hint on how to fix this, your input would be much
appreciated.

Thank you

Tom



 

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