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I am happy with the product. There are a few reports I would like to see changed, but other than that good program.
I ordered this copy of Quicken for my son who is in college and needs to keep up with his expenses.
It is the same as it was in 2006, you have to MANUALLY enter EVERY transaction, only now they will title it as 529 instead of generic investment. It is a decent piece of software, I haven't had any glitches. I was forced to upgrade from Quicken 2006 - not happy about that. I will not be able to use Quicken to manage my son's 529 because I simply do not have the time to enter twice-monthly contributions from the past 2 years because each contribution involves purchasing 7+ funds every time. Unfortunately, it is really your only option for personal money manbagement besides Microsoft Money - and it is better than Money. However, I was EXTREMELY disappointed to discover that the new Quicken does not support updates for ANY 529 plans, unlike what it leads you to believe on the box. What a disappointment and extremely misleading on their part.If most of your accounts are at the same bank, don't waste your time & money with Quicken. It is much easier to log onto the websites and check your balances that way, considering how expensive and limiting Quicken can be.
It is certainly fastest and clearest to file your statements and receipts and tally them with a pen and calculator. Quicken 2009 is a bug ridden mess that takes more time to get transactions fixed then it does to manually check out everything by hand. Quicken software has continually deteriorated over the last 7 years since the 2002 version. Inuit has shown themselves to "disable" the software after a few years and force you to upgrade to newer versions. The automatic downloads of credit card data ALWAYS have issues with dates and payments that require manual correction. It is probably faster to just type them in by hand. Expect Quicken 2009 to be useless in the near future and good luck shelling out $30-$70 for the newest version. (I am not normally so mean, but this software is horrible)
I installed Quicken HB release 1 and it seemed to work fine. I tried release 6 and it was still slow and crashing. Then they came out with relese 2 and I was having problems matching downloaded transactions. With release 3 it started to crash doing "One Step Update".Release 4 and 5 still crash, but now it it runs much much slower. Last week I went back to release 1 and I'm not upgrading any more. So far it seems to be stable and fast.
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