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- #Alternative to quicken medical expense manager install
- #Alternative to quicken medical expense manager software
- #Alternative to quicken medical expense manager free
Then when you create customized reports you can subtotal by these attributes.įor example the set of asset classes that comes with Quicken doesn't include the classes I want (e.g. only asset type, such as various types of bonds, stocks, money market, GIC, Tbills, etc.There's no explicit feature for those break downs, but every security has attributes called "Type" and "Goal." You can maintain lists of Types and Goals using Investing Centre, Security Type List and Investment Goal List. Q02 does not break down assets by sector or industry. The percentages in this case will be of that asset class rather than of the entire portfolio.Īnd if you don't like that, you can always print reports to a file using CSV format, then import to a spreadsheet and massage the data until it coos in ecstacy Double click on a slice to see what's included and keep double clicking if you have enough securities to warrant an Other. You'll get a pie chart broken down by asset class. The same applies when you go into Investing Centre to look at your asset allocation. Double click on that to see the rest of your holdings and percentages. If you have more securities, one slice of the pie will be Other. That will show you your ~10 largest holdings and their percentages of portfolio. At the top right of that are two tabs, Report and Graph. That will produce a report of all your holdings. Go to Reports, Investing, Portfolio Value. This is for Q02 but Q01 should be very similar. ie, what percentage each stock is of the overall portfolio. Gouthro wrote:I have quicken 2001 and one of the reasons that i dont use it much, accept for following the few drip stocks that i have left, is because it doesn't seem to give a breakdown of individual stocks. (If you have to uninstall or relocate the new version, follow Quicken's instructions so that you won't run afoul of the copy protection crap that they introduced circa Q04.)
#Alternative to quicken medical expense manager install
Of course, any updates you did on the new version will be lost and you'll have to rekey them again, so remember what you did while you were trying out the new version.īetter still, if you have two PCs, install the new Quicken on the other PC so you have both versions at your disposal. by using File, Open manually to point to them. You may have to futz a bit to get the old Quicken to recognize the restored files, e.g. Now, if you don't like the new version, uninstall it, reinstall the older Quicken and then restore the directories you backed up. Now install the new version of Quicken and import your existing files using the procedure they provide.
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You'll recognize the files because they have extensions like QDF, QEL, QSD, QPH, etc. For Q02 they're in the Quicken directory, typically C:/Program Files/Quickenw in subdirectories like QDxxx, where xxx is the Quicken file name(s) you use for your accounts. But you can go back if you have a copy of those data files in the format your current version understands.īefore you convert, make backup copies of all your Quicken data files. You "can't go back" because the new version changes the format of your data files. How did you do this? or did you just start anew?
#Alternative to quicken medical expense manager software
When I looked in the Financial software category, these two entrants popped up.Īnd reinstalled version '98.Every time I upgraded from an older version of Quicken, a dialog always warns that you cannot go back. It's worth following this link just to see what the open-source community considers to be their best work.
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#Alternative to quicken medical expense manager free
Then there are roll-your-own spreadsheets that some people swear by (and others swear at.) Feel free to add your own favoured alternatives or comments.Īnyway, what prompted me to start this thread was an invitation to participate in the voting for this year's open-source Community Choice Awards. People have reported that the various data-provider websites like Morningstar and Globefund provide free portfolio record-keeping, however, again they have limited functionality and/or charge for some of the more useful features. MS-Money is one option, but it too costs money albeit generally less than Quicken.
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This thread is intended to explore alternatives, especially free alternatives. In other threads people (including moi) have complained about Quicken's lack of functionality, arbitrary end to free data download, exorbitant price of updates, frozen support for Mac, etc.