I have Q2017, so my decision point is a further year out. I have no intention of paying annual fees I thought the 3-year sunset was not justified. So I guess the biggest question is whether Quicken Deluxe lets you track specific id cost basis of shares. DOES QUICKEN DELUXE TRACK COST BASIS? SURELY IT MUST.ĭ) Make better buy/sell decisions with market comparisons* - NO IDEA WHAT THIS EVEN IS I CERTAINLY USE QUICKEN TO TRACK MY COST BASIS, ALTHOUGH I DON'T USE IT TO PRINT ANY TAX REPORTS. There are four mentioned Quicken features that are in Premier but not in Deluxe that I have enumerated here:Ī) NEW Compare buy-and-hold options with improved portfolio analysis - NOT SURE WHAT THIS IS - I AM A BUY AND HOLD INVESTOR ALREADY, AND WHEN I SELL I MAKE MY OWN SPREADSHEETS TO DETERMINE OPTIMAL TAX LOSS HARVESTING BASED ON QUICKEN BASIS INFOī) See how your returns compare to market averages* - THIS WAS ALWAYS NICE TO LOOK AT, BUT IT'S NOT WORTH PAYING EXTRA MONEY FORĬ) Track cost basis and create Schedule D tax reports - THIS IS THE HEART OF MY QUESTION. Do I even need Quicken Premier? I use quicken for budgeting, investment tracking, including tracking cost basis, IRR calcs, etc. So what is the cheapest way to buy Quicken now? They have a cyber monday sale still going where I can get 2 years of Quicken Premier for $90, which is of course a big ripoff compared to buying a three year license for less than that in the past.Ģ. They have also gone to a subscription based model. I can't remember for sure, but I assume next year around Spring it will shut down my ability to do downloads unless I buy newest version. I last bought in 2016, so I haven't had to go to the subscription model yet. I have been a loyal Quicken user since 2006, despite its ups and downs.
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