Premier vs Deluxe for investments - What's the added value ?
I'm retired, no longer a very active investor, and do not need advanced investment analysis tools. If I now switch from Premier edition to Deluxe edition will I lose any of my past investment transactions?
Thanks!
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Best Answers
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J_Mike
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@Daddio25
QWin Deluxe does track cost basis and capital gains/losses. It does track all info needed to prepare Schedule D tax reports.
The quote that you cite is misleading in that it implies that one needs the Premier version to track cost basis, gains and losses.
QWin & QMac (Deluxe) Subscription
Quicken user since 19919 -
ps56k
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damn.... beat me to the graphic - always learning something about Q
Quicken 2020 Deluxe - Subscription - Windows 105
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Answers
Now running Quicken Windows Subscription, Home & Business
Retired "Certified Information Systems Auditor" & Bank Audit VP
-also older versions as needed for testing
-Questions? Check out the Quicken Windows FAQ list
QWin Deluxe does track cost basis and capital gains/losses. It does track all info needed to prepare Schedule D tax reports.
The quote that you cite is misleading in that it implies that one needs the Premier version to track cost basis, gains and losses.
Quicken user since 1991
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(Canadian Q user since '92, STILL using QM2007)
1. There are four reports in the Reports and Graphs Centre that are available in Premier but not in Deluxe:
- Investment Activity
- Schedule A - Itemized Deduction
- Schedule B - Interest and Dividends
- Schedule D - Capital Gains and Losses
2. Premier has a preference setting to update security prices every 15 minutes3. Premier can download currency rates, Deluxe can't.
4. Online services are more restricted for Deluxe, e.g. the Morningstar Portfolio X-Ray isn't available.
Yes, Interesting isn't it? Look at the Reports and Graphs Centre though:
With a bit of digging you might find the Investing Activity Report too
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)