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Thread: QUICKEN

  1. #13

    Join Date
    Mar 2006
    Location
    Raleigh, NC
    Posts
    3,022

    Lightbulb Whoops: Forget the easy way to get your average return risk...

    Yowser...

    I forgot to provide the instructions to attain your allocations average risk and return. Blather, blather, blah, blah...

    Anyway, all you have to do (in Quicken Premier 2012):
    1. Start Quicken
    2. Click the 'Investing' Tab
    3. Click the 'Allocations' Button


    In the 'Asset Allocation' pane you can view your 'Actual Allocation'. Your Actual Allocation displays your current allocation's expected annual risk and return.

    and, in the second half of the 'Asset Allocation' pane you can use the 'Change Target' hyperlink to give the statistics on a proposed allocation. Upon entering the desired percentages, that Allocation displays the 'Target' allocation's expected annual risk and return.

    There is a weakness to this stuff though. I do not think it actually takes into consideration how tied together asset categories are. For example, large and mid/small caps might move together. I don't know how to manage that. Would be nice.
    Lookin' up at the 'G Fund'!!!

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  3. #14

    Default Re: Whoops: Forget the easy way to get your average return risk...

    Question, for you Quicken "Gurus" !

    I'm running Quicken Deluxe, 2013 on a Windows 7 machine...

    Is there a way to pull a report on the "investing" accounts to just show your commissions/fees paid ? I enter that data in the register, as part of my individual transactions, but I haven't found a way to summarize what I'm paying for these through my USAA brokerage account. I note some of the "misc fees" added on to the USAA $5.95 transaction fee, depending on what ETF I'm trading, or the size of the lot I'm buying or selling..

    Thanks for any advice !

    Stoplight...
    "Too old to rock and roll...too young to die"... - I. Anderson

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  5. #15

    Default Re: Whoops: Forget the easy way to get your average return risk...

    Quote Originally Posted by Stoplight View Post
    Question, for you Quicken "Gurus" !

    I'm running Quicken Deluxe, 2013 on a Windows 7 machine...

    Is there a way to pull a report on the "investing" accounts to just show your commissions/fees paid ? I enter that data in the register, as part of my individual transactions, but I haven't found a way to summarize what I'm paying for these through my USAA brokerage account. I note some of the "misc fees" added on to the USAA $5.95 transaction fee, depending on what ETF I'm trading, or the size of the lot I'm buying or selling..

    Thanks for any advice !

    Stoplight...
    I should be able to get the info in your USAA account under the activity tab, select the time frame, run the report, then there is an export to CSV link at the bottom.

    Not sure if that is what you are looking for, but there is a column for fees in that CSV.
    Rules:
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    - Don't put stuff in your signature that a Mod doesn't like

    "Government exists to protect all people’s rights, not some people’s feelings." - A. Barton Hinkle

    Great Tools:
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  6.  
  7. #16

    Default Re: Whoops: Forget the easy way to get your average return risk...

    Quote Originally Posted by RealMoneyIssues View Post
    I should be able to get the info in your USAA account under the activity tab, select the time frame, run the report, then there is an export to CSV link at the bottom.

    Not sure if that is what you are looking for, but there is a column for fees in that CSV.
    Thanks for the idea, RMI ! Actually, your tip made me go back into Quicken, and rummage around. Since you enter that commission number in, I figure there's GOT to be a way to get it back out

    I found an "Investment Report" (Investment Transactions) that has the info I was looking for...I was just curious to see how much I've paid this year in transaction fees, etc.

    People (including USAA !) keep telling me they'll be GLAD to manage my money for me, for a paltry sum, of course I was curious to see how much I'm "saving" by going the D-I-Y route...


    Stoplight...
    "Too old to rock and roll...too young to die"... - I. Anderson

  8.  
  9. #17

    Join Date
    Apr 2005
    Location
    Gainesville, Florida, USA
    Posts
    24,244

    Default Re: Whoops: Forget the easy way to get your average return risk...

    And the guy that would be managing your money is only 26 years old. Think about that.

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  11. #18

    Join Date
    Oct 2008
    Location
    Stinking desert valley of bad air quality, AZ
    Posts
    2,719

    Default Re: QUICKEN

    Re-reading this for other reasons, I must comment that the 26 year old (gen y) probably would have his/her mother (gen x or boomer) watching over so it might be OK?


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  13. #19

    Join Date
    Oct 2008
    Location
    Stinking desert valley of bad air quality, AZ
    Posts
    2,719

    Default Re: Tip...

    A few months ago I started using quicken starter edition as my credit union finally started offering downloading account information in that format.

    I got the starter edition for free and have been thinking of upgrading. The advertising hype says the deluxe edition "shows all financial accounts" while the premier edition "shows portfolio risk/return and helps you make buy/sell decisions" along with other things pertaining to mutual funds. In another place the claim is premier will manage investments, a claim not made for deluxe.

    I am not really sure what I will want to do with this software pertaining to my TSP or future other investments. So don't ask. I am looking for input on which one to upgrade to, deluxe or premier?

    Why bother at all? I like the geeky charts and stuff. I will probably be asking lot's of stupid questions on this thread about getting it all started.

    PO

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  15. #20

    Default Re: Tip...

    I like the deluxe edition. You can sometimes find it for free with TurboTax tax computation software. Sams, Walmart, Best Buy, etc. If not check online this week. Unless you are handling rental properties, etc. probably don't need the Premier edition. JMHO

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  17. #21

    Default Re: The Risk Thangy

    go for the most you can afford, with bundles and/or rebates of course. ask boghie for particulars, he is the wizard at that stuff.

    also a generic tip for any purchase: find the number for customer service and call them, tell them the deal you are considering/advert you are looking at and ask if there are any incentives. they will usually offer you a sweetener to get you to buy. then tell them you are already a customer of an old version but you don't have that machine or documentation anymore but you would like to stay with their brand but you're not sure and would just like to quit if can't speak to a manager who can help you, thank you. your goal is to get transferred to the 'retention department' but don't ever say that or the line worker will catch on to what you are doing. the retention dept. holds the keys to their corporate world and have mass authority to overide any common transactions. the supervisor there can override any thing except the buying and selling of souls.

    play dumb at first but don't cave in. if you hear lots of voices in the background then you know got a cubicle farm at first and don't buy anything they offer. they are recorded or fear being recorded and have to transfer you higher up if you refuse to get off the line. spray them with compliments and/or ask a question about where they are located and the weather. then lay it on thick. if you can tell by the voice they are a fat chick then double up they love compliments or anecdotal stories. this alone can wipe several $100 off your 'accidental' overcharge cell phone bill. remember two things: the person on the other end of the line must do everything in their power to resolve your issue or else transfer you up or else lose their job; and they're human so find something anything in common and compliment and thank them. it's an old trick. i used to be in sales.

    also keep them on the line as long as possible, stall if you have to. they have to repeatedly churn many customers fast or else find a big solution for one customer. the clock is always running so make it nice for them and give them a justifiable time break from the salt mine grind. give them a reason to laugh. or at least smile, you can hear smiles over the phone you know.

    happy holidays and good shopping.
    100g

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  19. #22

    Join Date
    Oct 2008
    Location
    Stinking desert valley of bad air quality, AZ
    Posts
    2,719

    Default Re: QUICKEN

    Thanks. Especially burro. This is an on line transaction. I was kinda hoping stoplight, boghie, frixxxx, rmi would comment.

    Thank you scout for the comment. Do you use it for your TSP account?

    The difference is about $16. I should stop being so cheap.

    PO

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  21. #23

    Join Date
    Feb 2007
    Location
    San Diego, CA
    Posts
    6,940

    Default Re: QUICKEN

    Quote Originally Posted by PessOptimist View Post
    Thanks. Especially burro. This is an on line transaction. I was kinda hoping stoplight, boghie, frixxxx, rmi would comment.

    Thank you scout for the comment. Do you use it for your TSP account?

    The difference is about $16. I should stop being so cheap.

    PO
    I prefer the deluxe version. But I use it for forecasting as I find my wife needs "attitude adjustments" on spending.

    Sorry for the delay in response, I am at my second job and unclass network has been sketchy at best.

    Good Luck!
    THIS IS WHERE I WOULD PUT SOMETHING TO REPRESENT MY THINKING, BUT THEN THEY SHOW UP!
    Tracker =
    100%- I Fund

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  23. #24

    Join Date
    Mar 2006
    Location
    Raleigh, NC
    Posts
    3,022

    Default Re: QUICKEN

    PessOptimist,

    Sorry about the delay. I have been trying to finish a final Geographic Information Systems (GIS) project using remote sensing images. Been a real pain in the @ss. My instructor is having us include two to five peer reviewed scholarly papers that we base our stuff on. Because we are using the free imagery from USGS all that scholarly stuff tells me is that my stuff (and probably everyone elses stuff) is not scholarly. Anyway...

    The 'Premier' edition wins hands down. I own it and have not owned the Deluxe for quite some time. I think only the Premier edition incorporates the allocation, performance, and risk stuff I use often. One thing you have to know is that our 'Funds' are not funds - so you have to fake it in Quicken. There is no download of TSP data. And, because they when to a very pretty picture you can no longer copy it to a file. Oh well. I generally make entries on Friday for the non-pay Friday and make entries on pay Fridays using Thursday data saved to Thursday for my contributions - and then make entries on Fridays using Friday data for my loan repayment. Yup, contributions on Thursday, loan payments on Friday. Yuk and double yuk.

    Based on the fact that you are obviously interested in investments I would strongly recommend the Premier edition...
    Lookin' up at the 'G Fund'!!!

  24.  
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AGG (F Fund) (delayed)
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