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Trading tax software for last minute filers
- Thread starter EliteEd
- Start date
Well, it WAS closed. You reopened it. You treat some very reasonable criticism of your product as a personal attack. What's wrong... Didn't your mother love you enough?
Any number of other systems requiring frequent updates find a way to get those to their customers without requiring a manhattan project to get at them followed by another one to manage the damage caused by the update in the first place.
Turbotax itself does this by searching for an update & applying it whenever the program is opened. The updates are applied seamlessly and automatically. Windows does this in the background. Norton does this with its "live update". You evidently can not.
If you were smart, you'd take a hint & do somethng like this. Instead you "bad mouth" YOUR USERS with the results you have seen... that would be an army of angry customers out there (not just me) reliving their experiences on message boards like this one. This isn't helpful to you, your product, or your company.
So why don't you just grow up & treat this as what it is... A GIFT. an opportunity to improve. When I was doing software many, many moons ago that's how I treated it. There was nothing I liked better than getting out of my sterile environment & out into the field log interpretation centers to get feedback on what I'd done & ways to improve.
Any number of other systems requiring frequent updates find a way to get those to their customers without requiring a manhattan project to get at them followed by another one to manage the damage caused by the update in the first place.
Turbotax itself does this by searching for an update & applying it whenever the program is opened. The updates are applied seamlessly and automatically. Windows does this in the background. Norton does this with its "live update". You evidently can not.
If you were smart, you'd take a hint & do somethng like this. Instead you "bad mouth" YOUR USERS with the results you have seen... that would be an army of angry customers out there (not just me) reliving their experiences on message boards like this one. This isn't helpful to you, your product, or your company.
So why don't you just grow up & treat this as what it is... A GIFT. an opportunity to improve. When I was doing software many, many moons ago that's how I treated it. There was nothing I liked better than getting out of my sterile environment & out into the field log interpretation centers to get feedback on what I'd done & ways to improve.
Fixing the updating problem could be as simple as zipping the file into an archive before it's transmitted & having it self-extract on the other end (is this being done??). Many other systems do precisely this when they install.
In any case, windows, norton, and turbotax all make updating seamless. And somehow packaging the update into an email renders it usable. Why is it all these other systems update themselves on the very same computer without giving me such grief, but you can't do this?? Just figure out what's being done in these other systems & do it. Why is that so difficult?
That one of your users has to take his 3 laptops to work in order to update tradelog isn't exactly a great advertisement for the product, and does support my viewpoint that a "manhattan project" is necessary every time it is upgraded.
In any case, windows, norton, and turbotax all make updating seamless. And somehow packaging the update into an email renders it usable. Why is it all these other systems update themselves on the very same computer without giving me such grief, but you can't do this?? Just figure out what's being done in these other systems & do it. Why is that so difficult?
That one of your users has to take his 3 laptops to work in order to update tradelog isn't exactly a great advertisement for the product, and does support my viewpoint that a "manhattan project" is necessary every time it is upgraded.
If you read anything I wrote it would be clear that the problem is not on our end but is an internet connection problem and we are NOT the only company to experience this. I tried to zip the file and it makes NO difference to those users who have this problem. I recompiled the setup file using different settings and ity makes no difference to those users who experienced this problem. Downloading a setup file is standard web stuff and most of our users do not have this problem.
We cannot control our users PC's or the Internet and we have an email workaround. You were just too quick to jump all over us in a public forum before you tried it, which you admit it works just fine. At least we deal with the problem, which is a pleasant surprise to most of our users that show some patience and common courtesy.
It seems that you are not too busy making $400 per hour to spend hours complaining about this in this forum and using language that is childish and offensive. I do not appreciate your references to my person, and neither do most of the others on this forum.
We cannot control our users PC's or the Internet and we have an email workaround. You were just too quick to jump all over us in a public forum before you tried it, which you admit it works just fine. At least we deal with the problem, which is a pleasant surprise to most of our users that show some patience and common courtesy.
It seems that you are not too busy making $400 per hour to spend hours complaining about this in this forum and using language that is childish and offensive. I do not appreciate your references to my person, and neither do most of the others on this forum.
There's a relatively unknown product called TradeKeeper which imports data from your broker and spits out a completed Schedule D or will export to Turbo Tax if you prefer. Wash sales are accounted for, of course. This program is free-to-very-inexpensive, depending on whether you purchase a broker-specific filter for importing data. A pretty good option for cost-conscious traders.
http://americanware.homeip.net/tk/
http://americanware.homeip.net/tk/
Quote from tradelog:
If you read anything I wrote it would be clear that the problem is not on our end but is an internet connection problem and we are NOT the only company to experience this. I tried to zip the file and it makes NO difference to those users who have this problem. I recompiled the setup file using different settings and ity makes no difference to those users who experienced this problem. Downloading a setup file is standard web stuff and most of our users do not have this problem.
We cannot control our users PC's or the Internet and we have an email workaround. You were just too quick to jump all over us in a public forum before you tried it, which you admit it works just fine. At least we deal with the problem, which is a pleasant surprise to most of our users that show some patience and common courtesy.
It seems that you are not too busy making $400 per hour to spend hours complaining about this in this forum and using language that is childish and offensive. I do not appreciate your references to my person, and neither do most of the others on this forum.
Tradelog, I wouldn't get to upset with this whiner if I were you. I am sure there are many satisfied users of your fine software on this board and I notice only one is complaining, and is being rather insulting about it.
I certainly wouldn't pay $400/hour to consult with a whiney "Finger Pointer" that spends his time posting on this message board. If he likes Gainskeeper better, good for him. I am sure there are many that like/prefer Tradelog and would encourage their input here.
I don't own either, and am seriously considering Tradelog.
The problem with this approach is that you are relying on Fidelity to accurately calculate your cost basis and wash sales, which has proven over and over again to be incorrect.Quote from Jeffrey:
The previous snap shot of TRINA trades were from Fidelity website. After direct download into TurboTax, here is a snap shot of the same TRINA trade in TurboTax's Shedule D
I know that this is a bold statement, but we have seen this many times with many different user accounts. Neither Fidelity nor TurboTax offers any verification of things to make sure the cost basis of your trades is correct or that your trades are matched properly.
TradeLog provide two levels of verifying your data: 1) verifying your open positions after importing 2) reconciling to your 1099.
If both of these checks are OK then you have a 99.9% chance of your taxable gain or loss being correct. NOT doing these checks will get you into trouble and you may be over or understating your gains.
Then and only then can wash sales be calculated properly. If the cost basis is incorrect or trades are matched improperly, then you may have be over or understating your disallowed wash sales which can further cost you money.
We go out on a limb on our home page stating that you cannot trust your broker provided P&L statement - see Fact #1: www.armencomp.com