Quicken - Problems and Answers.... Message Board

To: Raptech who wrote (858)	1/15/2005 2:42:41 PM
From: Thomas Mercer-Hursh	of 1468

My only use of it is for portfolio management as my bank accounts are with non-interfacing banks (and I probably wouldn't use it for that anyway). Having been given 2004 Deluxe, I am wondering whether I should spring the $20 to move to 2004 Premier or go all the way to 2005 Premier or just sit with what I have. If you look back a couple of messages, you will see that the big thing I feel that I am missing is the ability to look at one display for an account and see both life to date and annual performance of the account as a whole, i.e., contributions versus current value, and of the present securities. I.e., there needs to be a recognition of prior realized earnings from stock sold and no longer held. Dreaming a little, I would also like to group three of four accounts as a whole (the other is a corporate account) and it would be really cool to be able to track an inactive traditional IRA along with the Roth into which it morphed since the Roth doesn't have the true picture of original contributions.