What's new in Portfolio Tracker 2008 ??
Lot's of cool stuff !
!
Version 12.0 Features 5 Portfolio Trackers in ONE !!
!
Version 11.3 Features Automatic Price Updating For Your Portfolio From
MSN.com !
.txf File generation !! Yes - now when you
run "Tax Time" - a txf (Tax Exchange Format) file will be automatically
generated !
This allows instant uploading of your schedule d
(and schedule b) information into "TURBO TAX" or
"TAX CUT" !!!
You now have the ability to bring in your
"Broker's Statement" (Excel, or .CSV Format) and run "Tax Time" quickly creating your
schedule d's !
My Broker dinged me on my "WASH SALES" - BUT - DID NOT
GIVE ME CREDIT FOR THE REPLACEMENT SHARES ! I corrected that ASAP !
You also now have the ability to bring in
multiple
"Broker's Statements" (Excel, or .CSV Format) and run "Tax Time" quickly creating your
schedule d's !
If you encounter an error inputting another
statement - fix the bad sheet - delete all entries - and simply start again
after the error is corrected !
Manually input your Qualified /
Non-Qualified Dividends, your Margin Interest paid and your Interest Received !
A .txf file will now be created (schedule b)
for easy export to your tax program !
Your Tax Time program is great - BUT - now I have two
separate Portfolio Tracker's (e.g. my wife and myself) - what do I do come April ??
Again, Simple.
Open up one Portfolio Tracker " version - click on
"Import"
on the "Main Menu" and follow the simple instructions .
Portfolio Tracker 2008 will import your "Stock" and "Option" transactions
from the other Portfolio Tracker into one single Portfolio -
preserving the two originals - and creating a new one.
Of course, make sure you back those up
first !
How often is Portfolio Tracker updated to a "New
Version" ??
Sometimes it's a year between major updates .
Sometimes it's months between major/minor updates .
Sometimes it's weeks between minor updates .
