(Canadian

"Investing.Quicken.com"? Is that the same as "Investment Portfolio'?Yes, it is.
And, why is it that OSU always wants to download to "Investing.Quicken.com"?This has been a long standing but forever.
What is the difference between "Quicken on the Web" and "Investment Portfolio"?One of the first differences is right in the settings above. I can choose to only send symbols for the Online Portfolio, but for the Quicken Cloud you don't get that choice.
That is one other difference. With the online portfolio all they are doing is sending your securities/shares to the it. It is a one way transfer with zero chance of corrupting your data file. Something you can't say about Quicken Cloud.SimonSezSo said:QPW Thank you for this information. I guess right now, I am a little Leary of online or mobile. I just have seen a lot of posts on the topic lately. Also, great tip on shutting off the "investing.Quicken.com". Doing that would have never occurred to me.
Good point. "investing.Quicken.com" must be a "one way" communication, whereas, "Online Quicken" and mobile is a "two way" communication (or an attempt at it)?SimonSezSo said:QPW Thank you for this information. I guess right now, I am a little Leary of online or mobile. I just have seen a lot of posts on the topic lately. Also, great tip on shutting off the "investing.Quicken.com". Doing that would have never occurred to me.
That is correct.SimonSezSo said:QPW Thank you for this information. I guess right now, I am a little Leary of online or mobile. I just have seen a lot of posts on the topic lately. Also, great tip on shutting off the "investing.Quicken.com". Doing that would have never occurred to me.
Yes, marketing is VERY US centric. I have brought up other related issues, and even errors, several times with no change in the marketing; even repeating the errors, year after year. :-\...and one other difference is that Quicken Web and Quicken Mobile are available to users of Quicken Canada. To the best of my knowledge, Quicken Portfolio is not intended for Canadians because the Canadian version of Quicken does not have the facility to upload investment data to Investment.Quicken.Com. Quicken Portfolio is not mentioned in the Help for Quicken Canada, there are no options for Quicken Portfolio is Preferences, and it not referenced in One Step Update.
Interestingly, this difference is not evident from Quicken's marketing material. The only difference in representation of the product's capabilities is that the US Version can Prepare Schedule D.
The non-disclosure of this difference irks me. I've brought it to Quicken's attention, but they haven't changed the market material to reflect the difference.
IMHO, it is difficult for the "average Joe" to understand what some of the online features are/do, and which versions of Quicken provide access to these features. This is something Quicken could definitely do better - explaining these things in the marketing material.
Yeah it seems like they brought same pig headed marketing people from Intuit. Once they decide something there is no telling them they are wrong....and one other difference is that Quicken Web and Quicken Mobile are available to users of Quicken Canada. To the best of my knowledge, Quicken Portfolio is not intended for Canadians because the Canadian version of Quicken does not have the facility to upload investment data to Investment.Quicken.Com. Quicken Portfolio is not mentioned in the Help for Quicken Canada, there are no options for Quicken Portfolio is Preferences, and it not referenced in One Step Update.
Interestingly, this difference is not evident from Quicken's marketing material. The only difference in representation of the product's capabilities is that the US Version can Prepare Schedule D.
The non-disclosure of this difference irks me. I've brought it to Quicken's attention, but they haven't changed the market material to reflect the difference.
IMHO, it is difficult for the "average Joe" to understand what some of the online features are/do, and which versions of Quicken provide access to these features. This is something Quicken could definitely do better - explaining these things in the marketing material.