Money Plus (2008) vs. 2007?

#43 10-25-2007, 12:35 AM

On Oct 24, 7:45 pm, MikeV06 <m...[at]mycomputer06.invalid.com> wrote:
- quote -

> On Sun, 21 Oct 2007 17:20:00 GMT, XB77 wrote:
> > Jeff M--
> > Thank you for sharing your head to head review. Most people reading
> > this thread probably aren't interested in switching unless forced to do so.
> > How does Quicken import data from a previous version when the user is
> > upgrading? For example, I bought a copy of Quicken 2004 Deluxe as a backup
> > plan, in case Money stops being sold, because that was the last version that
> > imports QIF. If I imported QIF from Money to Q 2004, then wanted to upgrade
> > to Q 2008 (or later), would there be an easy transition--does Quicken
> > support multi year (skipping versions) upgrades? Or did I save nothing by
> > buying the Q 2004 w/ QIF import?
> You should be able to export a qfx from Q04 and import that into Q08.
> Mike

No. Quicken does not allow qfx export. The only export from Quicken
is qif. However, you don't need export/import to upgrade Q04 to
Q08...it will just convert the file as Money does with upgrades.

Jeff

#42 10-24-2007, 11:45 PM

On Sun, 21 Oct 2007 17:20:00 GMT, XB77 wrote:

- quote -

> Jeff M--
> Thank you for sharing your head to head review. Most people reading
> this thread probably aren't interested in switching unless forced to do so.
> How does Quicken import data from a previous version when the user is
> upgrading? For example, I bought a copy of Quicken 2004 Deluxe as a backup
> plan, in case Money stops being sold, because that was the last version that
> imports QIF. If I imported QIF from Money to Q 2004, then wanted to upgrade
> to Q 2008 (or later), would there be an easy transition--does Quicken
> support multi year (skipping versions) upgrades? Or did I save nothing by
> buying the Q 2004 w/ QIF import?

You should be able to export a qfx from Q04 and import that into Q08.

Mike

#41 10-23-2007, 12:06 PM

On Oct 22, 10:03 pm, "Chris Cowles" <spam_mag...[at]remove-me-
bellsouth.net> wrote:
- quote -

> "Jeff M" <jam...[at]gmail.com> wrote in message
> news:1193077543.232543.200180[at]e9g2000prf.googlegroups.com...
> > I ensured that the loan was created in Quicken to match the loan in
> > Money and then was able to populate the payments by exporting my
> > checking account as a qif from Money and then importing the checking
> > account into a "cash account" and then moving the transactions to
> > the
> > checking account. I found that as long as the category or transfer
> > name exactly matched that which I had in Money, then Quicken would
> > generally correctly recognize it. I did have to go back through the
> > checking entries to make sure that the categories or transfers
> > entered
> > correctly and fix them if not, but it went generally fast.
> Smart.
> Were all other account types imported, directly or indirectly?

I was using Quicken 06. This version only accepts qif imports into a
cash account and does not support importing mutual fund or brokerage
qifs. Quicken 04 would do so and would be the better choice for doing
qif imports. I was able to use the cash account import as a
workaround to import credit cards.

Jeff

#40 10-23-2007, 02:03 AM

"Jeff M" <jamacq[at]gmail.com> wrote in message
news:1193077543.232543.200180[at]e9g2000prf.googlegroups.com...
- quote -

> I ensured that the loan was created in Quicken to match the loan in
> Money and then was able to populate the payments by exporting my
> checking account as a qif from Money and then importing the checking
> account into a "cash account" and then moving the transactions to
> the
> checking account. I found that as long as the category or transfer
> name exactly matched that which I had in Money, then Quicken would
> generally correctly recognize it. I did have to go back through the
> checking entries to make sure that the categories or transfers
> entered
> correctly and fix them if not, but it went generally fast.

Smart.

Were all other account types imported, directly or indirectly?

#39 10-22-2007, 06:25 PM

On Oct 22, 9:09 am, "Dick Watson" <littlegreenge...[at]mind-enufalready-
spring.com> wrote:
- quote -

> Great data. Thanks for the effort and posting. I also started with
> Quicken--for DOS. It wasn't real great with the data back then either. I
> jumped to Money in 1993.
> I agree with previous posters that any discussion of Microsoft dropping
> Money is speculation. And I have no insider knowledge on the subject,
> either. I just watch what they are doing--that we can see--and what they
> have done in other markets with the product and infer, from what we see, how
> much investment they are making and how much effort/money they are spending
> to protect that investment. It's reasonably clear to me that Money does not
> have the best business case of any product at Microsoft. With Zune and XBOX
> in the list, it probably isn't the worst, either. Precautionary planning
> seems prudent in any case. Your effort here is a great contribution in that
> regard.
> Did you have any Loan Accounts? How did you get that data into Quicken? From
> the transaction on the "opposite side"?
> Also, are you saying the only practical route you see is the via Q04 route?
> Did you try the reports export/"data converter" route? (Seehttp://web.intuit.com/support/quicken/2004/win/576459.htmlor several
> similar pages.)
> "Jeff M" <jam...[at]gmail.com> wrote in message
> news:1192981660.322066.158380[at]v29g2000prd.googlegroups.com...
> > This thread led me to take another look at Quicken. This is a short
> > report on my findings.- Hide quoted text -
> - Show quoted text -

I ensured that the loan was created in Quicken to match the loan in
Money and then was able to populate the payments by exporting my
checking account as a qif from Money and then importing the checking
account into a "cash account" and then moving the transactions to the
checking account. I found that as long as the category or transfer
name exactly matched that which I had in Money, then Quicken would
generally correctly recognize it. I did have to go back through the
checking entries to make sure that the categories or transfers entered
correctly and fix them if not, but it went generally fast.

One thing that Quicken does well that makes this process a little
easier is that you can move all or many transactions in one step. I
believe Money makes you do them one at a time.

I actually used Q06 to update which does not permit qif import for
most accounts. The benefit of keeping a copy of Q04 is that it does
permit qif import for all accounts (except loans), which could then be
upgraded to any later version.

Jeff

#38 10-22-2007, 04:26 PM

The activation technology they've rolled out with M08 will be able to expire
from the client side, if understand correctly. I suspect that's one of the
reasons they added the new element to the online services policy about
possible future paid extension service offerings.

"Bob Peel, MVP" <bob_peel[at]kiandra.freeserve.co.uk.INVALID> wrote in message
news:OOHdg6LFIHA.2268[at]TK2MSFTNGP02.phx.gbl...
- quote -

> Yes UK M2005 did have an expiration date of 14th Sept 2006. MS UK told us
> that as a conscious act has to be taken to activate the expiry it wasn't
> going to happen automatically. The UK product page is currently giving an
> expiry of 31 Dec 2009.

#37 10-22-2007, 03:17 PM

Yes UK M2005 did have an expiration date of 14th Sept 2006. MS UK told us
that as a conscious act has to be taken to activate the expiry it wasn't
going to happen automatically. The UK product page is currently giving an
expiry of 31 Dec 2009.

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.

I do not respond to any emails that I have not specifically asked for.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23NTaYwKFIHA.4296[at]TK2MSFTNGP04.phx.gbl...
- quote -

> Are you expecting a new version for the UK past M05?
> I'm curious: did M05UK have comparable "service expiration" to the US
> version? What, if anything, have they done to extend the expiration since
> they haven't offered an upgrade?
> "Bob Peel, MVP" <bob_peel[at]kiandra.freeserve.co.uk.INVALID> wrote in
> message news:exOxx1BFIHA.6120[at]TK2MSFTNGP05.phx.gbl...
> > personally I don't belong to that camp.

#36 10-22-2007, 01:09 PM

Great data. Thanks for the effort and posting. I also started with
Quicken--for DOS. It wasn't real great with the data back then either. I
jumped to Money in 1993.

I agree with previous posters that any discussion of Microsoft dropping
Money is speculation. And I have no insider knowledge on the subject,
either. I just watch what they are doing--that we can see--and what they
have done in other markets with the product and infer, from what we see, how
much investment they are making and how much effort/money they are spending
to protect that investment. It's reasonably clear to me that Money does not
have the best business case of any product at Microsoft. With Zune and XBOX
in the list, it probably isn't the worst, either. Precautionary planning
seems prudent in any case. Your effort here is a great contribution in that
regard.

Did you have any Loan Accounts? How did you get that data into Quicken? From
the transaction on the "opposite side"?

Also, are you saying the only practical route you see is the via Q04 route?
Did you try the reports export/"data converter" route? (See
http://web.intuit.com/support/quicke...in/576459.html or several
similar pages.)

"Jeff M" <jamacq[at]gmail.com> wrote in message
news:1192981660.322066.158380[at]v29g2000prd.googlegroups.com...
- quote -

> This thread led me to take another look at Quicken. This is a short
> report on my findings.

#35 10-22-2007, 01:02 PM

Are you expecting a new version for the UK past M05?

I'm curious: did M05UK have comparable "service expiration" to the US
version? What, if anything, have they done to extend the expiration since
they haven't offered an upgrade?

"Bob Peel, MVP" <bob_peel[at]kiandra.freeserve.co.uk.INVALID> wrote in message
news:exOxx1BFIHA.6120[at]TK2MSFTNGP05.phx.gbl...
- quote -

> personally I don't belong to that camp.

#34 10-22-2007, 11:03 AM

Do you mean the color of the GUI or the color of the language from users?
;-)

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.

I do not respond to any emails that I have not specifically asked for.

"Jeff M" <jamacq[at]gmail.com> wrote in message
news:1193007435.770737.176960[at]v29g2000prd.googlegroups.com...
- quote -

> On Oct 21, 6:05 pm, "Chris Cowles" <spam_mag...[at]remove-me-
> bellsouth.net> wrote:
> > "Bob Peel, MVP" <bob_p...[at]kiandra.freeserve.co.uk.INVALID> wrote in
> > messagenews:exOxx1BFIHA.6120[at]TK2MSFTNGP05.phx.gbl...
> > > > I am of the opinion that talk of MS dropping Money is pure
> > > speculation.
> > > I concur.
> > > My interest in Quicken is only because of the annual "I'm quitting
> > Money!" diatribes triggered by online service expirations and new
> > version feature changes. Those people have reasons for their opinions
> > but I believe they haven't thought through the transfer process very
> > well. If they did, they could not help but conclude they would have to
> > leave data behind.
> > > Discussions about MS dropping Money got inserted into those topics
> > somewhere. I don't think it was stated as 'when', rather, it was more
> > along the lines of people wanting to know their options, should that
> > ever happen.
> > --
> > Chris Cowles
> > Gainesville, FL
> To be fair, one positive for Quicken 08 is that it's bluer now.
> Obviously, trying to copy Money. :-)

#33 10-21-2007, 10:57 PM

On Oct 21, 6:05 pm, "Chris Cowles" <spam_mag...[at]remove-me-
bellsouth.net> wrote:
- quote -

> "Bob Peel, MVP" <bob_p...[at]kiandra.freeserve.co.uk.INVALID> wrote in
> messagenews:exOxx1BFIHA.6120[at]TK2MSFTNGP05.phx.gbl...
> > I am of the opinion that talk of MS dropping Money is pure
> > speculation.
> I concur.
> My interest in Quicken is only because of the annual "I'm quitting
> Money!" diatribes triggered by online service expirations and new
> version feature changes. Those people have reasons for their opinions
> but I believe they haven't thought through the transfer process very
> well. If they did, they could not help but conclude they would have to
> leave data behind.
> Discussions about MS dropping Money got inserted into those topics
> somewhere. I don't think it was stated as 'when', rather, it was more
> along the lines of people wanting to know their options, should that
> ever happen.
> --
> Chris Cowles
> Gainesville, FL

To be fair, one positive for Quicken 08 is that it's bluer now.
Obviously, trying to copy Money. :-)

#32 10-21-2007, 10:05 PM

"Bob Peel, MVP" <bob_peel[at]kiandra.freeserve.co.uk.INVALID> wrote in
message news:exOxx1BFIHA.6120[at]TK2MSFTNGP05.phx.gbl...
- quote -

> I am of the opinion that talk of MS dropping Money is pure
> speculation.

I concur.

My interest in Quicken is only because of the annual "I'm quitting
Money!" diatribes triggered by online service expirations and new
version feature changes. Those people have reasons for their opinions
but I believe they haven't thought through the transfer process very
well. If they did, they could not help but conclude they would have to
leave data behind.

Discussions about MS dropping Money got inserted into those topics
somewhere. I don't think it was stated as 'when', rather, it was more
along the lines of people wanting to know their options, should that
ever happen.
--
Chris Cowles
Gainesville, FL

#31 10-21-2007, 08:03 PM

I am of the opinion that talk of MS dropping Money is pure speculation. I
agree that there are some pointers that could lead to that conclusion but
personally I don't belong to that camp.

This is a purely personal view and I have no "inside" knowledge!

--
Regards
Bob Peel,
Microsoft MVP - Money

For UK tips & fixes see
http://support.microsoft.com/default...d=fh;EN-GB;mny.

I do not respond to any emails that I have not specifically asked for.

"Myrna Larson" <anonymous[at]discussions.microsoft.com> wrote in message
news:3a0nh3toul9qtg3841joq1ch98qnm1q3js[at]4ax.com...
- quote -

> Thanks for reporting your findings, Jeff.
> I, too, switched from Quicken to Money back in early 2000. I was shaken by
> the
> comments that MS could well drop Money, so ordered the Quicken 2004 CD
> from
> PriceGrabber as mentioned by another poster. So I have a bit of
> "insurance" if
> I have to go back. But I'd rather not do that. To work around some of the
> bugs
> in Money's investment calculations, I use UltraSoft MoneyLink to pull the
> data
> into Excel can do my own calculations. I don't think that would be an
> option
> with Quicken.
> And I routinely use QIF imports with Money to bring in transactions that I
> have entered in a "parallel" Access database.
> The Feds blocked MS's attempt to buy Intuit on monopoly grounds. I wonder
> if
> they have any authority to prevent MS from dropping Money, as that would
> give
> Intuit a monopoly. Of course MS could possibly sell the product to another
> software company.
> On Sun, 21 Oct 2007 08:53:50 -0700, Jeff M <jamacq[at]gmail.com> wrote:
> > On Oct 21, 11:47 am, Jeff M <jam...[at]gmail.com> wrote:
> > > On Oct 16, 11:44 am, "XB77" <X...[at]My-Deja.com> wrote:
> > > > > > I too would have assumed one could move data from say Quicken 2004 to
> > > > Quicken 2008 or later, but perhaps not except via QFX export. Anyone?
> > > > > > Dick raises the possibility that MS would more formally give up on
> > > > Money.
> > > > If not, none of this concern about potentially having to move to
> > > > Quicken
> is
> > > > warranted.
> > > > > > Would MS just stop making it? More likely they would sell it, which
> could
> > > > be good, depending on the buyer. Dick thinks they lose money on it.
> > > > > This thread led me to take another look at Quicken. This is a short
> > > report on my findings.
> > > > > As a quick history, I switched from Quicken to Money around 2001 as I
> > > liked the Portfolio Manager and especially the Lifetime Planner. I've
> > > been with Money since and have upgraded every year.
> > > > > In 2005, I took another look at Quicken (Quicken Premier 2005) as I
> > > was very disappointed with severe problems in Money 2005. I didn't
> > > want to give up on Money since there was much I still liked and so for
> > > a period I kept my finances up to date in both Money and Quicken.
> > > Money fixed many of the problems introduced in 2005 over the coming
> > > years and the more recent versions seem to be fairly stable. While I
> > > know that the product still has many flaws that have been reported
> > > here, I still find it to be very useful and do not find the flaws to
> > > interfere with my everyday use of the product. I am able to analyze
> > > my various portfolios, track their progress, and plan for retirement
> > > using the Lifetime Planner. I'm able to pay my bills through MSN Bill
> > > Pay without ever experiencing a problem and download my credit card
> > > transactions directly from the providers. In the few rare cases where
> > > I am unable to download from direct connect, I am able to import a qif
> > > file from the provider.
> > > > > This thread led me to take another look at Quicken mostly because of
> > > the discussion about what would we all do if Money were no longer
> > > supported. I figured it might be prudent to update my last version of
> > > my Quicken file. I was able to do so with about 5 hours of work. I
> > > was using Quicken 06 and so could not import qif files to bring my
> > > credit cards and investments up to date. I did find that I could
> > > create a cash account and import the credit card qifs that I exported
> > > from Money and then just transfer the transactions to the given credit
> > > card account. This procedure did not work with investments however
> > > and so where I was unable to get data from the provider, I had to
> > > manually enter.
> > > > > I now have a Quicken file up to date with my Money file and can
> > > compare. I've also upgraded Quicken to Quicken 08 Premier through the
> > > trial download. What I've found has very much confirmed my earlier
> > > decision to go with Money. Here are the major disappointments with
> > > Quicken from my perspective:
> > > > > 1. The Quicken Retirement Planner is nowhere near as complete or
> > > robust as the Money Lifetime Planner. Neither product has updated
> > > this feature in awhile but Money continues to outshine Quicken here.
> > > > > 2. Data issues. I've found numerous problems with reports in
> > > Quicken. It's possible that I've introduced some errors in updating
> > > my file, but they are very strange. For example, Quicken reports that
> > > I have a negative balance in a brokerage account in a portfolio graph
> > > on the homepage but in the account view, it correctly reports my
> > > balance. I tried validating the file (equivalent of Money repair) to
> > > no avail.
> > > > > 3. Import/export. This is a severe limitation in my opinion.
> > > Quicken does not import qif any longer. I think the current version
> > > even took away the workaround I performed in my 06 version of using a
> > > cash account to import credit card transactions. My wife's 403(b)
> > > account only provides qif download and so Money can import while
> > > Quicken cannot. The real lunacy is that if you want to export
> > > transactions in Quicken, the only choice is qif. Why on earth would
> > > they only allow qif export, but exclude qif import other than because
> > > they are trying to extort the data providers?
> > > > > I'm sticking with Money and I really hope that Microsoft sticks with
> > > Money. It's not perfect, but it works.
> > > > > Jeff
> > > Correction to above: The workaround of creating a cash account to
> > import qif files still works in Quicken 08 for things like credit
> > cards as in Quicken 06. There still is no way to import qif
> > investment transactions that I am aware of.

#30 10-21-2007, 07:13 PM

"Myrna Larson" <anonymous[at]discussions.microsoft.com> wrote in message
news:3a0nh3toul9qtg3841joq1ch98qnm1q3js[at]4ax.com...
- quote -

> The Feds blocked MS's attempt to buy Intuit on monopoly grounds. I
> wonder if
> they have any authority to prevent MS from dropping Money, as that
> would give
> Intuit a monopoly.

I don't see how they could force MS to continue marketing a product.
It's not tied to the OS in a manner that dropping it would affect
other monopoly arguments.
--
Chris Cowles
Gainesville, FL

#29 10-21-2007, 07:11 PM

"Jeff M" <jamacq[at]gmail.com> wrote in message
news:1192981660.322066.158380[at]v29g2000prd.googlegroups.com...
- quote -

> This thread led me to take another look at Quicken. This is a short
> report on my findings.

Thanks for the detailed analysis. Your experience can be useful to
others, including me.
--
Chris Cowles
Gainesville, FL

#28 10-21-2007, 06:28 PM

On Oct 21, 12:45 pm, Myrna Larson
<anonym...[at]discussions.microsoft.com> wrote:
- quote -

> Thanks for reporting your findings, Jeff.
> I, too, switched from Quicken to Money back in early 2000. I was shaken by the
> comments that MS could well drop Money, so ordered the Quicken 2004 CD from
> PriceGrabber as mentioned by another poster. So I have a bit of "insurance" if
> I have to go back. But I'd rather not do that. To work around some of the bugs
> in Money's investment calculations, I use UltraSoft MoneyLink to pull the data
> into Excel can do my own calculations. I don't think that would be an option
> with Quicken.
> And I routinely use QIF imports with Money to bring in transactions that I
> have entered in a "parallel" Access database.

I too heavily use the Ultrasoft Moneylink tool to both perform my own
return calculations as well as track my asset allocation in an Excel
spreadsheet. This is a good point that I missed in my earlier posting
as I have found no means to easily import data from Quicken to Excel
as is possible with Moneylink.

Jeff

#27 10-21-2007, 05:59 PM

No Myrna, there is no governmental authority to force a company to stay in
some line of business. The reason that the FTC or Justice Dept. would have
blocked a purchase of Intuit by MS, is anti trust grounds--would have
created a near monopoly in the Money/Quicken market. But the regulatory
authority does not extend to forcing a company to stay in business to stop
"creation" of a monopoly.

#26 10-21-2007, 05:32 PM

On Oct 21, 1:20 pm, "XB77" <X...[at]My-Deja.com> wrote:
- quote -

> Jeff M--
> Thank you for sharing your head to head review. Most people reading
> this thread probably aren't interested in switching unless forced to do so.
> How does Quicken import data from a previous version when the user is
> upgrading? For example, I bought a copy of Quicken 2004 Deluxe as a backup
> plan, in case Money stops being sold, because that was the last version that
> imports QIF. If I imported QIF from Money to Q 2004, then wanted to upgrade
> to Q 2008 (or later), would there be an easy transition--does Quicken
> support multi year (skipping versions) upgrades? Or did I save nothing by
> buying the Q 2004 w/ QIF import?

After updating my data, I then upgraded the Quicken 2006 file to
Quicken 2008 without any issue. They do support multiversoin
upgrade. If you do decide to get Quicken 08, be sure to first update
all of your data in Q04 since it supports qif.

#25 10-21-2007, 05:20 PM

Jeff M--

Thank you for sharing your head to head review. Most people reading
this thread probably aren't interested in switching unless forced to do so.
How does Quicken import data from a previous version when the user is
upgrading? For example, I bought a copy of Quicken 2004 Deluxe as a backup
plan, in case Money stops being sold, because that was the last version that
imports QIF. If I imported QIF from Money to Q 2004, then wanted to upgrade
to Q 2008 (or later), would there be an easy transition--does Quicken
support multi year (skipping versions) upgrades? Or did I save nothing by
buying the Q 2004 w/ QIF import?

#24 10-21-2007, 04:45 PM

Thanks for reporting your findings, Jeff.

I, too, switched from Quicken to Money back in early 2000. I was shaken by the
comments that MS could well drop Money, so ordered the Quicken 2004 CD from
PriceGrabber as mentioned by another poster. So I have a bit of "insurance" if
I have to go back. But I'd rather not do that. To work around some of the bugs
in Money's investment calculations, I use UltraSoft MoneyLink to pull the data
into Excel can do my own calculations. I don't think that would be an option
with Quicken.

And I routinely use QIF imports with Money to bring in transactions that I
have entered in a "parallel" Access database.

The Feds blocked MS's attempt to buy Intuit on monopoly grounds. I wonder if
they have any authority to prevent MS from dropping Money, as that would give
Intuit a monopoly. Of course MS could possibly sell the product to another
software company.

On Sun, 21 Oct 2007 08:53:50 -0700, Jeff M <jamacq[at]gmail.com> wrote:

- quote -

> On Oct 21, 11:47 am, Jeff M <jam...[at]gmail.com> wrote:
> > On Oct 16, 11:44 am, "XB77" <X...[at]My-Deja.com> wrote:
> > > > I too would have assumed one could move data from say Quicken 2004 to
> > > Quicken 2008 or later, but perhaps not except via QFX export. Anyone?
> > > > Dick raises the possibility that MS would more formally give up on Money.
> > > If not, none of this concern about potentially having to move to Quicken
is
> > > warranted.
> > > > Would MS just stop making it? More likely they would sell it, which
could
> > > be good, depending on the buyer. Dick thinks they lose money on it.
> > > This thread led me to take another look at Quicken. This is a short
> > report on my findings.
> > > As a quick history, I switched from Quicken to Money around 2001 as I
> > liked the Portfolio Manager and especially the Lifetime Planner. I've
> > been with Money since and have upgraded every year.
> > > In 2005, I took another look at Quicken (Quicken Premier 2005) as I
> > was very disappointed with severe problems in Money 2005. I didn't
> > want to give up on Money since there was much I still liked and so for
> > a period I kept my finances up to date in both Money and Quicken.
> > Money fixed many of the problems introduced in 2005 over the coming
> > years and the more recent versions seem to be fairly stable. While I
> > know that the product still has many flaws that have been reported
> > here, I still find it to be very useful and do not find the flaws to
> > interfere with my everyday use of the product. I am able to analyze
> > my various portfolios, track their progress, and plan for retirement
> > using the Lifetime Planner. I'm able to pay my bills through MSN Bill
> > Pay without ever experiencing a problem and download my credit card
> > transactions directly from the providers. In the few rare cases where
> > I am unable to download from direct connect, I am able to import a qif
> > file from the provider.
> > > This thread led me to take another look at Quicken mostly because of
> > the discussion about what would we all do if Money were no longer
> > supported. I figured it might be prudent to update my last version of
> > my Quicken file. I was able to do so with about 5 hours of work. I
> > was using Quicken 06 and so could not import qif files to bring my
> > credit cards and investments up to date. I did find that I could
> > create a cash account and import the credit card qifs that I exported
> > from Money and then just transfer the transactions to the given credit
> > card account. This procedure did not work with investments however
> > and so where I was unable to get data from the provider, I had to
> > manually enter.
> > > I now have a Quicken file up to date with my Money file and can
> > compare. I've also upgraded Quicken to Quicken 08 Premier through the
> > trial download. What I've found has very much confirmed my earlier
> > decision to go with Money. Here are the major disappointments with
> > Quicken from my perspective:
> > > 1. The Quicken Retirement Planner is nowhere near as complete or
> > robust as the Money Lifetime Planner. Neither product has updated
> > this feature in awhile but Money continues to outshine Quicken here.
> > > 2. Data issues. I've found numerous problems with reports in
> > Quicken. It's possible that I've introduced some errors in updating
> > my file, but they are very strange. For example, Quicken reports that
> > I have a negative balance in a brokerage account in a portfolio graph
> > on the homepage but in the account view, it correctly reports my
> > balance. I tried validating the file (equivalent of Money repair) to
> > no avail.
> > > 3. Import/export. This is a severe limitation in my opinion.
> > Quicken does not import qif any longer. I think the current version
> > even took away the workaround I performed in my 06 version of using a
> > cash account to import credit card transactions. My wife's 403(b)
> > account only provides qif download and so Money can import while
> > Quicken cannot. The real lunacy is that if you want to export
> > transactions in Quicken, the only choice is qif. Why on earth would
> > they only allow qif export, but exclude qif import other than because
> > they are trying to extort the data providers?
> > > I'm sticking with Money and I really hope that Microsoft sticks with
> > Money. It's not perfect, but it works.
> > > Jeff
> Correction to above: The workaround of creating a cash account to
> import qif files still works in Quicken 08 for things like credit
> cards as in Quicken 06. There still is no way to import qif
> investment transactions that I am aware of.

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