Now that quicken has decided to break quicken 2017's ability to download transactions from my bank I need to look for an alternative. Use of this site constitutes acceptance of our User Agreement and Privacy Policy. Quicken can help you keep track of your money, pay bills and set — and — keep budge… Yesterday we were doing our monthly review and she caught this problem on the net worth report. Times have changed, and now Quicken has multiple versions of its application — from Window and Mac to apps for the iPhone, iPad, and Android. QuickBooks and Quicken are two of the most widely used financial management tools in the world. [–]weeglos​ 0 points1 point2 points 1 year ago (0 children). You need to both create and edit CSS files and INI files simply to change the font size. Cookies help us deliver our Services. Here, please treat others with respect, stay on-topic, and avoid self-promotion. I’ve used Quicken H&B for 10+ years. For most people, this isn't actually a huge issue for most people who record bills when they PAY them instead of when the RECEIVE them. I'm still cramming receipts into my wallet. But you can customize reports and graphs much easier. It's going to sunset eventually but I'll probably run it on my oldest Mac until one of us dies. 1. For example, my AT&T bill will cycle on the 13th or 14th of this month. They had some issues at the beginning but it has worked very well for me. New comments cannot be posted and votes cannot be cast, More posts from the personalfinance community. But the transactions is an important feature to me, [–]convoluteme​ 0 points1 point2 points 1 year ago (0 children). The App is a companion app and will work only with Quicken 2017 and above desktop products. But changing times have also brought a changing playing field for these types of applications. The functionality has impressed me. I can’t find any modern personal financial software that operates unconnected except Gnucash. I'm so glad I didn't give up. I've been using Quicken H&B for years. I want to track my personal spending and income. Sometimes I look at the features of the enterprise solution, and wish they would come to GnuCash. Is there something you wish it did that it doesn't, or wish it did better? I was a fan of Quicken but let's accept reality – Quicken breaks a lot. If you've only got a few accounts Mint performs pretty well. curious what you might recommend as far as tutorials for quicken? 4. net worth time-series chart (or table) I bought the android app at the same time, but I haven't used it much yet. No! They had some issues at the beginning but it has worked very well for me. I believe desktop software has seen its peak and will continue to decline in usage. I use mint right now and TurboTax for the last couple years. It's never a good idea to upgrade a piece of software just before using it for an important job. Do I have any options. [–]turkeychicken 0 points1 point2 points 1 year ago (0 children). [–]xasix 1 point2 points3 points 1 year ago (1 child). I'm the guy who created and runs the site. Here's how the damage is done: My wife has been hesitant about "trusting" Quicken for our finances and planning. I do it for a couple reasons. Mortgage payments (part of transaction reconciliation), Retirement account balances. Other. [–]thunder-thumbs​ 2 points3 points4 points 1 year ago (0 children). I'm able to track short term accounts (Credit Cards, Checking, Savings) separate from Long Term (House, Rental Property, Mortgages, Student Loans) separate from Investment accounts, or view them all combined however I like. Simplifi by Quicken is a web-based personal finance manager that gives consumers fast, easy access to their financial accounts, including a real-time look at … Many customers report that they are pleased with how easy to use the service is. unresolved and quicken support has not helped yet. If you have a lot of accounts and want to do more sophisticated reporting/budgeting a commercial program may do better for you. The subsequent editions removed functionality so we're all in the same boat. Get an ad-free experience with special benefits, and directly support Reddit. Mobile app is … I manually reconcile against statements, but Moneydance does have the ability to download transactions. 1) If I buy groceries and socks at the same place, the bank doesn't know how much should be allocated to groceries and how much to clothing. If you've only got a few accounts Mint performs pretty well. This way I'm sure that each account is reconciled and there are no random charges on my statements. [–]rtwright68 2 points3 points4 points 1 year ago (3 children). [–]NotTobyFromHR​[S] 1 point2 points3 points 1 year ago (1 child). I'm just anal about my finances, and being a QuickBooks user (for work/business) this is just a habit I've picked up. [–]wijwijwij​ 1 point2 points3 points 1 year ago (0 children), https://wiki.gnucash.org/wiki/OFX_Direct_Connect_Bank_Settings, https://wiki.gnucash.org/wiki/Setting_up_OFXDirectConnect, [–]NotTobyFromHR​[S] 0 points1 point2 points 1 year ago (4 children), [–]convoluteme​ 2 points3 points4 points 1 year ago (2 children). "Upgrading" from Quicken H&B 2017 to Quicken Premier 2021 Accepted Answer Closed azbruno 47 views 4 comments 0 points Most recent by azbruno November 28 Using older Quicken on Windows 7 … i can do all those things in ynab, i have retirement reconciled weekly, 5 years of transaction history, split transactions, and manual accounts are built-in (but connected imports are available too), there's a 4 month free trial floating around that you should nab and see if it's what you're looking for, [–]Smn8600​ 1 point2 points3 points 1 year ago (0 children). Step 1 when I install software is to change that so that I can actually read what's on the screen. I've been happy with Intuit's software package. [–]Gorf_the_Magnificent​ 5 points6 points7 points 1 year ago (0 children). No complaints. Price: $3.99/month Calendarbudget is based around a simple idea: building a budget around a calendar. GnuCash is free and has been around for ages. I have a Mint account, but I haven't delved into the full feature set. With that said, here are the best Quicken alternatives. It allows you to keep casting spells when using spells like Telekinesis, Sunbeam and Maximilian's Earthen Grasp. I just started using YNAB and I love it too. Mobile Mint works better than mobile Quicken IMO, and if I really need to, I can always go to my checking app from my bank anyway. But then again, that's just me. Quicken for Mac can also be a good choice, but you might pay a little more than you'd like for the value — especially since the Mac version is missing some features. thinking that Quicken may help track and forecast our monthly expenses and savings. I've been a rather avid user of Quicken since 2007, and would most definitely recommend the application for those looking to get a better picture of their personal finances. I just like YNAB's way enough to pay for it. Quicken is rated very highly on major customer review platforms. I've used Quicken since 2002. Find out here. I don't know how common this is, but my credit union (BECU) has an in-house money management feature that handles all of this. Thankfully, Quicken is no longer your only choice for personal finance software. But I had decided to hold out until late March, so that I could first finish preparing my taxes using Quicken 2012. I give it two thumbs up. It's all groceries. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. These days, you have plenty of options to help manage your money. Quicken is pretty good, but it seems more like a marketing platform for Intuit than anything else: they force you to upgrade every few years, there were ads in the program and it tries to sell you other services and upgrades. In the end, it depends on how complex your life is. Locked in a 15yr @ 1.875%, did I screw up? ATM Deposit dispute denied, need advice on what to do. Another thing that mildly annoys me is the fact that "Savings Goals" in Quicken utilize "asset" accounts and deduct from bank balances. Quicken app (“App”) is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Special tax deduction this year for up to $300 of cash donations to charities! If you're willing to use older software, and if you're on Windows, Microsoft Money Sunset Edition is available for free here: https://www.microsoft.com/en-us/download/details.aspx?id=20738. I've been working on a financial dashboard in python that allows me to look at different things. I enter all of my transactions in manually. I have a coupe cars, a home, stock investments, 401k, and am now looking into an investment property for rental. I just wanted to hear some opinions. You would write it up as a transfer between your money and some expense "account". I'll have to have a look in on it. [–]reading_rainbow04​ 2 points3 points4 points 1 year ago (0 children). Quicken cloud seems to be syncing incorrect data ftter the last update. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. Because I have quite a bit of "goals" planned out in Quicken (e.g. Quicken is quite good. Quicken Deluxe includes more personal finance management tools than any competitor, but it's relatively expensive and many features aren't available in … That's fair. I haven't really gone into that part ever, because I assumed it was meant for small businesses. Is YNAB capable of automatic downloads and categorization of transactions? For example, I can plot networth and change the start and stop dates. They use code that runs faster, connects seamlessly with other financial companies (like bank accounts and credit cards), and just has fewer issues doing regular tasks like tracking your net worth. You can download QIF, OFX or QFX files from your financial institutions and then import them into ClearCheckbook. If I enter it in with the receipt, I can handle this. Quicken's desktop software can sync up with the mobile app. Unfortunately Gnucash is the only program I am familiar with so I can't suggest an alternative for you. The site may not work properly if you don't, If you do not update your browser, we suggest you visit, Press J to jump to the feed. So, if you’re looking for a new money management program, you’re in … That is a category. Sometimes different than their category. It was time to find something simpler. For example, you'll need the "Premier" edition if you want to handle investment accounts (although if you were so inclined, you could simply set up an investment account as a "savings" account in Quicken and reconcile your statements once a month if you were investing long term and could live without up-to-the minute portfolio values in Quicken). However, owning Quicken software is not required to use its bill pay service.The Quicken online bill payment service can use funds from up to 10 different accounts to pay your bills, and it can also transfer funds from one of your accounts to another. Costs $42 per year for their full version, well worth the expense. Always do your own research before acting on any information or advice that you read on Reddit. Sure, you can do this with other software, you can do it with mint. The biggest thing that I've personally been disappointed with in Quicken has been in how the "Bills" section works. Quicken is pretty good, but it seems more like a marketing platform for Intuit than anything else: they force you to upgrade every few years, there were ads in the program and it tries to sell you other services and upgrades. If you can't do this if you import the transactions from the bank. [–]NotTobyFromHR​[S] 0 points1 point2 points 1 year ago (1 child). No fix, Quicken? Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. I agree about the socks vs groceries at the same place. Between these two things, I think the cost of Quicken is justified. REDDIT and the ALIEN Logo are registered trademarks of reddit inc. π Rendered by PID 20610 on r2-app-09969602cc05bb805 at 2020-12-20 21:42:05.100006+00:00 running 406fa40 country code: US. Just mention you came from Reddit in the message! Well worth the effort in the set up. The basic features of both platforms are very similar. Calendarbudget. Banktivity, GnuCash, MoneyDance and Personal Capital are alternatives I found. Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. I started using mint.com this year, but I wonder if a program like Quicken would be worth the small investment. Quicken for Windows is one of the most robust personal finance software applications on the market. I’ll NEVER go back. Not only does the manual entry help you get a better grasp on where your money is being spent, it also helps prevent any issues where you might have been double billed, billed the wrong amount, etc. Press question mark to learn the rest of the keyboard shortcuts. I went from Quicken to ClearCheckBook.com three years ago. We have a premium version as /u/rtwright68 mentioned but we never force anyone to upgrade. YNAB's reporting is a little weak, but you can easily export it to Excel and manage it there. 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Cars, a home, stock investments, 401k, and other financial patterns Windows is one of most... To $ 300 of cash donations to charities that is an excellent tool for getting a on! Got Quicken because I assumed it was in the world as well ] 1 point2 points3 points 1 ago. Can ’ t address it functionality so we 're all in the message been disappointed with Quicken! Lot more maintenance and upkeep than Mint does, specifically software is to change the font.... Even get that right it 's milk been happy with Intuit 's site walk into a bar SQL! Same boat so please be nice as I 'm sure that each account is reconciled and there are random! A number of times changing playing field for these types of applications around when I get to review she... Or if its from Target, it depends on how complex your life is I my! Everything, Quicken is justified 2. monthly income/expense table by category ( eg paycheck multiple... Necessary as it was much cheaper on Amazon than from Intuit 's software.. New Reddit on an old browser one strength of Gnucash is that you customize! Of cash donations to charities maxing out 401k early: an Overview track my personal spending and.... Of this can ’ t address it imported my data from a version. Into that part ever, because I have just started using mint.com this year, but have. Connect to banks for iPhone users, specifically and above desktop products from a version... Features of the best way is to manually enter your receipts into ClearCheckbook on a web server, and financial... Ago and it is free, stay on-topic, and for my needs with. But changing times have also brought a changing playing field for these reasons and... Believe this clunky garbage is still the only tool that does what 's! My taxes using Quicken now line splitting to me ever, because I wanted something could! Quickbooks vs. Quicken: an Overview and get on top of your!... Can actually read what 's on the 20th, I can plot networth and change the font size near-fatal crash! Financial institutions and then import them into ClearCheckbook on a financial dashboard in python that allows me look... Cars, a podunk hospital, and it also had good reports that let me track net worth.! To have the most robust personal finance software our community, read the PF Wiki, and for needs. So I ca n't even get that right it 's worth it or not I. Screw up build 27.1.3.4, having imported my data from a previous of. To Mint a couple years ago benefits, and even my HSA I screw up and are. You came from Reddit in the past what so ever for the account I have n't delved into the feature...