I’m happy to report that the migration to the new portfolio system is complete.This new system applies to Quicken Windows 2006, 2007 and 2008.
If you want more information about this transition, or if you are experiencing any issues with the new portfolio, please post them in the thread here. This will keep all of the issues in one place, which means we can gather and fix them a lot sooner--
Thanks--
Quicken Kathryn
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I would just add that I never used Quicken.com for any serious research anyway as it is/has been too unreliable. You might say it's worth what you pay for it. All of my investments are online with the investment company so I really don't have to have Quicken.com
Bank of America Investment Services, Inc. has it right. I guess the reason I stick with Quicken rather than say, Microsoft Money is inertia and the history. I have used Quicken for many years.
You post looks like you are referring to the desktop verson. Is that correct?
What is the better product that you use?
While I believe that Intuit/Quicken have acted irresponsibly toward their users, I still find that the Desptop product is the bet thing available for the breadth of capability.
With the desktop version you can look at you investments either by portfolio, or as a collection of securities regardless of portfolio. Now, Quicken.com is anothe matter, and I have found it useless since the demise of the ActiveX Control Version
New Quicken.com Investing and Quotes Download Sep 06, 2008 11:14 am
I have just edited my comments at amazon.com regarding Quicken 2009 Premier Edition which now reads as follows. (I can still edit this if you think I am not being objective.)
I have been using Quicken in various versions for over 10 years. It has many excellent features, and I especially like the way it used to interface with the web portfolio tracker at Quicken.com until the "upgrade" at Quicken.com in August 2008. I agree with Quicken Bill concerning the corrupt stock quotes fiasco. I am having major problems with Quicken 2006 and from the hundreds of complaints on the Quicken community forum, this must affect all versions of Quicken. The portfolio feature worked fine until they "upgraded" (actually downgraded) the on-line portfolio service at Quicken.com. Now you can no longer see all of your accounts on one page, and also a large percentage of the quotes are wrong. This has been going on for weeks with no apologies from Quicken. We have asked Quicken to restore the old service which worked fine most of the time, and they refuse to do so. They have no concept of beta testing, and reassure us that they are making every effort to resolve the problem, but there is no evidence that they understand how much damage they are doing to people who rely on good data for investing decisions. Before buying or upgrading Quicken, please read the 300+ complaints at http://www.quickencommunity.com/webx/Forums/Quicken%20Personal%20Finance%20Software%20Forum%20for%20Windows/Investments%20in%20Quicken/4214/442
Note added 9/6/08 The quotes problem is either solved or probably will be in a matter of days, and is probably not related to Quicken Premier 2009 but to the on-line quotes server for investments, affecting older versions of Quicken as well as the 2009 version. While I do not own Quicken 2009, I would strongly advise potential purchasers of it to visit the forums of Quicken users before purchasing it. For Windows users see http://www.quickencommunity.com/webx/Forums/Quicken%20Personal%20Finance%20Software%20Forum%20for%20Windows/ Rather than bringing out a new version every year and forcing customers to buy a new version every 3 years in order to enjoy the ability to download account information from financial institutions, I would much prefer that Quicken would pay more attention to what the users are saying.
Well, I'm glad to know there is an outstanding problem with quotes. I just upgraded from Premier 2007 to 2009 about a week or so ago. Now only a portion of my portfolio gets updated quotes. I hope the problem is fixed soon!
New Quicken.com Investing and Quotes Download Sep 06, 2008 12:02 pm
This post is about: Quicken Home & Business 2008
All quotes are OK and have been continuously. Using Schwab primarily and often Quicken. Found that RYN stock history is not there, and Quicken.com cannot find the symbol after typing Rayonier. Perhaps that's the problem. All data for the stock is present (Cntl U,Chose stock,Dbl left Click) except not viewable on the report (Right click on stock, chose Stock History). No data present on this stock, only - remainder OK.
Maybe because I live in San Diego where Intuit resides?!!
New Quicken.com Investing and Quotes Download Sep 06, 2008 01:30 pm
This post is about: Quicken Home & Business 2008
It isn't fixed for me.
Just downloaded an update and (1) the portfolio remains "read only" and (2) my cash account data didn't download correctly. I had to "correct transactions" to locate the last weeks.
If these problems persists for more than another week I shall be forced to discontine the product, even though I've used it loyally for over 10 years.
The portfolio feature worked fine until they "upgraded" (actually downgraded) the on-line portfolio service at Quicken.com.
With regard to the sentence I have quoted, I think you are inaccurate. Looking at past history (available within these forums), there have been multiple times in the past year and in the past several years when the 'quotes' feature of Quicken and/or Quicken.com failed. At those times the community of users was exceptionally vociferous in their complaints. Approximately last January (to the best of my immediate recollection without cross-referencing), Intuit indicated the structure of the quotes system would be redone for better reliability in August of this year. That message too was met with many responses to the effect of "What a bunch of incompetent programmers!". I believe it is factual to state that none of those complaining (then or now) had any direct knowledge of the complexities involved.
Too state that the prior system "worked fine" when it did not is an inaccurate oversimplification.
New Quicken.com Investing and Quotes Download Sep 06, 2008 04:24 pm
This post is about: Quicken Premier 2006
When I do a"one step update", I get following message
"Database in read only mode.Try your request Later"
Can anybody tell me when this will be fixed, or am I doing something wrong????
The answer indicated by previous posts indicates about Sept 15, or so, for a "Fix" At the bottom of this page, you should note that we are on Page 19 of this thread, with about 25 posts per page.
To stop getting the "Database in read only mode", until they finally "solve" the issue of portfolio sync for Quicken.com, why don't you, in the One Step Update Settings Window, just uncheck the little boxe(s,) at the bottom, before Quicken.com, that are related to syncing, or updating the Quicken.com portfolio, (WebEntry is a dead function now), ,so that when you finally punch update now, it doesn't even try to do a sync of data. You might still be left with the red flag,or information alert sign from the last attempt. to sync, but so what?? By the way,do you even USE the online Quicken.com portfolio feature, where you have to put in a user name and password to access???
/Ron
Signature: Ron
-You are never too old to learn. Learning by Doing provides the best method via learning by/from our mistakes !? -ALWAYS check Previous Postings, NOT just the page brought up, or you will miss out on the train of thought in the discussion thread. CHECK OUT THE OTHER PAGES ALSO. -Now Vista SP1
iimaf, as a long time Quicken user, and long time investor, let me lay out the most basic two problems with Intuit's IT design of Quicken:
1.) The ROI calculation is wrong and misleading. It has always been wrong. And they will never fix it. It is an IRR based on dates, not a true rate of return based on all purchases and sales with a cost basis. This is forgivable with a first release. Not with a package that has existed for 10 years.
2.) To decide to replace the legacy quote & portfolio system with some new system, that literally tens of thousands of users are depending on multiple times daily, is a BIG undertaking. It *appears* as though they did it without planning, communication, or comprehensive testing. Let me be succinct: this implementation was a total, complete, unmitigated BOTCH from top to bottom.
This is not a company I'm going to depend on to help me manage my investments. Checkbooks? Online transaction downloads? Great. Yawn. Big deal. I can do that Microsoft Money, Excel or StarOffice or a hundred other checkbook budgeting programs.
I'm REALLY getting first in line to upgrade to Q2009.
It *appears* as though they did it without planning, communication, or comprehensive testing.
Without planning...doubtful...it's just that Quicken/Intuit has such dreadful programmers and software designers, everything they touch seems to turn out just plain bad!
Without communication...Quicken did relay to users during the last quote server outage in February or March that a new quotes server system would be implemented in August. Then, they also stated via this forum that the change would be taking place. Although difficult to find, the info WAS there. Funny, but they can send me reminders to update to Quicken 2009 at a "discounted" price when I open up Quicken, but they don't have the forethought to convey that quicken.com will be changed via that same reminder option.
Without comprehensive testing...absolutely true. I find it incomprehensible that Quicken is able to release ANY of it's software (desktop Quicken and quicken.com) with all the problems they always seem to have. Does anyone REALLY test any of this (and yes, I was a beta tester for Q2009...but the problems that I have seen with Q2009 were not present in the beta version until the very last Release Candidate 1...released to beta testers ONE day prior to release of Q2009 and with more bugs in the RC1 than in any of the other beta versions COMBINED---How can you make mass changes to a product without thoroughly beta testing it?).
[ [ Gmalis1, In answer to your very last question, I'd say that in a "free market economy", especially in this renowned Valley that I live in, it is done ALL the time. Come market deadline, the Product WILL de facto, be released. /Ron ] ]
Signature: Ron
-You are never too old to learn. Learning by Doing provides the best method via learning by/from our mistakes !? -ALWAYS check Previous Postings, NOT just the page brought up, or you will miss out on the train of thought in the discussion thread. CHECK OUT THE OTHER PAGES ALSO. -Now Vista SP1
Too state that the prior system "worked fine" when it did not is an inaccurate oversimplification.
Thanks, q.lurker (03:41pm Sep 6, 2008 PDT) for pointing this out. I have changed my statement at amazon.com to read
"The on-line portfolio feature worked most of the time until they "upgraded" (actually downgraded) it on Quicken.com and now it is a disaster as you can no longer see all of your accounts on one page..."
I did read on here that the date to fix Q.com is September 15. Earlier, I had received an email from Quicken saying it would be operational September 3 so the date was apparently changed. I did not receive any notice that the date had been changed.
I don't think there was any type of proactive announcement like an email or an alert in Quicken. You're supposed to know to go to Quicken support. I must admit that they've been responsive when I've submitted a trouble ticket for information. However, their responses are very ambiguous like, "We're sorry about your discomfort. We are working on a solution". You have to keep submitting tickets to get more and more detail. It seems like they farmed out support to India and it is run by folks who don't like to have to write long sentences.
Thinking they are giving you a completion date quote and then trying to beat your expectation, LOL... They already blew it for meeting any kind of expectation I had.
I must be naive...in that I figure that if we get a response from Quicken support regarding a problem and then an ETA for a fix, that I should at least give them the benefit of the doubt.
It is better than being in the dark. And I am a realist in that things happen in this world...none of us are perfect. Will they make the September 15 deadline and will quicken.com really be fixed. Who knows?
Completing your user profile to include the Quicken version/year and Windows operating system helps others troubleshoot your problem.
You should only floss the teeth you want to keep!
Currently using Quicken 2009 Rental Property Manager R5.
Using Quicken go to investing, Online Research Tools, quote Lookup, and type in Rayonier. NO RESULTS - NOT FOUND.
I was speculating that part of problems folks were having was related to this source. I'm not sure how you got the quotes, but it still is no-go today.
I am not sure what versions I use. I type in the URL Quicken.com and then click on sign in and select portfolio.
That is the only version I have ever known to use; did not know there was another way. Up until the new improved destruction, it was all I ever needed. Far more tools than I ever used or even knew how to use.
I tried Market Place for a while, but have sort of gone back to Yahoo, in which you can set up the same columns you had in Quicken. But it is really inconvenient flipping around in five actual portfolios and about 15 watch portfolios set up to track different sectors of investments. All the same information is there, it is just more inconvenient to hop around and change views since it always wants to open a your selected default view which is different between portfolios of stocks you actually own and portfolios of stocks you don't own but are watching performance data on in a different way.
/Ron ] ]
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