wanaberetiree
Full time employment: Posting here.
- Joined
- Apr 20, 2010
- Messages
- 718
I am participating in Quicken beta program now and if you have any wishes, I'd be happy to communicate them to the product team.
I would like to see Quicken Lifetime Planner improved to show taxable, tax-deferred and tax-free funds separately (currently only taxable and tax-deferred) and I would like to see QLP include Monte Carlo simulation or some other stochastic analysis in addition to the current deterministic analysis.
I would also like to be able to print or export Quicken Lifetime Planner results rather than just view them.
Occasionally, my portfolio would take a huge drop. After recovering from a near heart attack, I expended the positions and found that one stock or MF would have its price blanked out, and that position had a value of 0.
Pulling up the security detail view screen showed that its price history got all blanked out or totally erased. Updating the price online did not fix it. I had to do a restore from a backup.
This is not a new feature request, but more like a bug report. I should have gone to Quicken to report this but have not. Wonder if anybody has seen the same thing. By the way, this is Quicken 2011 Premier.
I am participating in Quicken beta program now and if you have any wishes, I'd be happy to communicate them to the product team.
done
I would like to see the ability to setup an account as a Roth!
Switched out of Quicken this year because it is not fully featured on Apple computers.
Oh my. Quicken on Mac was terrible when I used it (admittedly), several years ago). I want to go full Apple, but Quicken is the sticking point.
Occasionally, my portfolio would take a huge drop. After recovering from a near heart attack, I expended the positions and found that one stock or MF would have its price blanked out, and that position had a value of 0.
Pulling up the security detail view screen showed that its price history got all blanked out or totally erased. Updating the price online did not fix it. I had to do a restore from a backup.
This is not a new feature request, but more like a bug report. I should have gone to Quicken to report this but have not. Wonder if anybody has seen the same thing. By the way, this is Quicken 2011 Premier.
Mine is so simple--I want to see Citibank reconciling work so that if you enter transactions in advance, but don't have a check number, Quicken can still look at the date and the transaction amount and consider it a match (which you can still change if it's wrong). The "Match Manually" stuff drives me bonkers, and has for years. We're not all sitting around writing checks out of our checkbooks anymore, Quicken!
(It may be like this with other banks, but Citi is the one I'm experiencing it with.)
Occasionally, I have seen a bad price quote. I would go into the price history of that symbol, delete the current price, do an online update, and see that bad price get downloaded again.I have seen something similar, sometimes in opposite direction, my portfolio becomes $17 Mil in value. But I think it's more due to the fact of faulty historical price update and is because there was a piece of bad price that made things wrong. I am not sure how this can be addressed by the application itself thou.
If you have so-called "reproducible" case, in other words a specific suspect what makes your portfolio go nuts, please let me know.
.....The entire time history of a position got blanked out or erased. ...
In such a case, just correct the bad price quote, but leave the record intact. I haven't had Quicken overwrite a deliberate correction on me yet.Occasionally, I have seen a bad price quote. I would go into the price history of that symbol, delete the current price, do an online update, and see that bad price get downloaded again.
Occasionally, my portfolio would take a huge drop. After recovering from a near heart attack, I expended the positions and found that one stock or MF would have its price blanked out, and that position had a value of 0.
Pulling up the security detail view screen showed that its price history got all blanked out or totally erased. Updating the price online did not fix it. I had to do a restore from a backup.
This is not a new feature request, but more like a bug report. I should have gone to Quicken to report this but have not. Wonder if anybody has seen the same thing. By the way, this is Quicken 2011 Premier.