What version of Quicken ?

[Delawaredave5]

Just bought "Deluxe" versions of Quicken and Turbotax.

What version of Quicken do I want ? Other versions include "Premiere" and "Home and Office".

Main reason I want Quicken: to track/manage/calculate cost basis of portfolio. I want to enter stock transactions going back a bunch of years and "catch up" on my accounting.

Is this Deluxe version OK for this ?

I'm not so interested in "monthly expense tracking" - I'm guessing all the versions are OK for this.

Thanks !

 

[Pasha]

Here is a link to compare all Quicken versions:
Quicken | Comparison Chart

I think only you can know what YOU WANT.

 

[Delawaredave5]

As I said, I have the Deluxe box - which has your chart - already had that.

I'm trying to understand if this Deluxe version has sufficient stock cost basis calculating/tracking functionality - or would I be better off with Premiere or Home/Office version.

 

[mexmeme]

As I said, I have the Deluxe box - which has your chart - already had that.

I'm trying to understand if this Deluxe version has sufficient stock cost basis calculating/tracking functionality - or would I be better off with Premiere or Home/Office version.

I use Premier addition. We keep all our records with it and it tells me all I want to know about my investments, and more. It also shows your financial overview--lets you know if you are on track for retirement. I wouldn't go by it alone, but over the years, you can really see your progress. Looking at the chart, it seems only Premier and Office editions really track investments.

 

[Kate16]

I'm in Canada so our versions are different than in the US. I had been using Deluxe 2002 but had to upgrade last year to XG 2007 in order to be able to update investment prices automatically. After a few years Intuit stops supporting the older versions for the investment price updates, and I believe for bank transaction downloads.

Kate