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To: Follies who wrote (55503)	8/8/1999 10:30:00 PM
From: Lizzie Tudor	Respond to of 86076

OT OT OT re:Intuit A couple obvious ideas for improvement, - options quotes should be downloadable and now are not, if you have an options trading account you need to enter values manually. - Investment accounts should be able to contain mutual funds as well as stocks, right now you have to trick the system into tracking a fund like a stock, and if you have the same fund in another acct (containing only that fund) the process for entering data is completely different. - For investment accounts that have associated cash accounts, the balance at the bottom should show net. Right now it shows total in investments (say 100K) but if the cash balance is 20K margin the investment acct should at least show the 80K total in another column at the bottom. - I'd like a way to set investment goals (like a savings goal or forecast) and reflect progress with quicken charts, etc. This should be pretty easy to do but I can't see how right now. Maybe add the ability to make 2 or more accounts into a supercategory "total retirement investment" or something, and then set a savings goal of $1mm and track progress towards that on the bottom of the screen. Right now supercategories are only specific categories (not accounts)... of course you could probably figure out all the investment categories quicken uses (_unrlzd_gain, etc) and group them but not within accounts. Thanks, Michelle

To: Follies who wrote (55503)	8/9/1999 6:03:00 AM
From: accountclosed	Respond to of 86076

Dale, an interesting and thoroughly unexpected post. I appreciate you asking, but think I am just not capable of answering the question. i twice bought quicken and stuck with it each time for all of about 24 hours. i had a much longer experience later with mym which my bank bundled their bank balance monitoring software with. i used only the checkbook features of that. i guess i am a radical in this area. i just can't stand any structure imposed on me in such things. if i launched off in a discussion of how i use spreadsheets, in many cases i suspect that one could point out how i could achieve such a thing in quicken. but why would i want to learn the features of a program that imposes its view on me. as a modest example, i often blend budgeting with balance sheet models. not only where i am, but where i will be after a certain time. on the same sheet, i might have where i am versus an annual fica limit, federal and state safe harbors, promotional credit card expiration dates, line of credit availability to clean up the promotional offers...phone numbers, account numbers, interest rates of credit facilities...amortization of mortgages...valuation models of assets...reminders of things i need to do...etc, etc. and i constantly twist the models around. matching assets to liabilities in different ways. calculating blended interest rates, internal rates of return, the speed of debt reduction, measuring exposure to fixed and floating interest rates...etc. i don't know if this is helpful in any way to you.

To: Follies who wrote (55503)	8/9/1999 6:39:00 AM
From: accountclosed	Respond to of 86076

dale, as a follow up thought, i always print out my sheets with all their sundry sub-models on them and carry them. i do not carry a laptop computer, just the printouts and make modifying notes on them all day long. it is important to me to have all of what might appear to others to be a jumble of different issues in one compact place. also on the budget/cash flow versus balance sheet view, i am regularly changing the one or several snapshots that i carry as i am constantly changing the time horizon that i am interested in.