Quicken 2002 Basic

However, I could not upload my old info (5 years worth) into the newer version. That is a big disappointment, but I am pressing on.

All in all, this is a great way to keep track of your important finances like checking, savings, and investments. It has a great and easy to read chart on expenditures so I always know what I am spending my money on. I like this package enough because it was fairly cheap compared to the others, and I know what to expect from my good old quicken.


Not better than earlier version   August 1, 2002
 10 out of 11 found this review helpful

I had used Quicken 99 Basic for a few years and was pleased with it. When Quicken 2002 was available essentially free with the TurboTax rebate, I got it. But, I haven't noticed an increase in value. Granted, I don't use the online bill paying features, so many there are some improvements there, but for the run-of-the mill stuff, I find it a lesser product.

First, it almost tries to assist you too much. It is always trying to suggest scheduled transactions and ends up cluttering up the reminders page. It seems very laborious to tweak those transactions that you do have scheduled for any given month.

Also, I think that they are misleading on the capabilities displayed on the box. It claims to have budgeting capabilities. However, the only budget function it allows is to view your spending versus budget. You can not establish the budget to begin with. I think the only reason I have any budget information in there is because it transfered when I upgraded from 99 (which did allow you to set a budget). Now, apparently establishing budgets is part of the "planning" function and that's not available on Basic, just Deluxe. It think this was very misleading.


Uploading Disaster   July 6, 2002
 9 out of 10 found this review helpful

I have been a Quicken Basic 98 user for some time and had used other versions of Quicken dating back to 1994 (starting on a Macintosh). I have been overall quite pleased with prior versions and the only reason I upgraded to Quicken 2002 was because Intuit elected not to continue to support online banking for Quicken Basic 98... In getting Quicken 2002 set up, I was unable to upload my last eight years of data to my laptop. I kept getting a message stating there was not enough memory although my laptop has a pentium chip and 96 MB of RAM. Before jumping out of the window of my 35th floor apartment, I decided to try installation on my desktop PC. Fortunately this effort was successful so my wife will have to live with me for a while longer. Maybe I just need time to get used to Quicken 2002, but the layout seems much less user-friendly and, quite frankly, a bit busy and confusing. I also had issues getting my online banking set up, although I attribute these issues to my lousy bank and not Quicken (why it should take 5-7 business days for me to get a password to enable me to utilize a service they will continue to charge me for is beyond me - and I only spent about 30 minutes on hold to get low level of service). Guess I will have fun not balancing my checkbook this weekend. Better luck to those of you brave enough to continue to utilize Quicken. Not sure I will go through another upgrade myself.