Quicken categorizes.For those tired of Quicken's unreliability and bugs, I encourage you to try SEE Finance. When I moved over to the Apple OSX platform, I fully expected Q for Mac to be essentially the same program - after all, real tools are available to develop software source code that can be relatively easily compiled to target both the Windows and the OSX platform.Quicken 2016 for Mac helps you manage your personal finances in one place, so you can see where youre spending and where you can save. I have been using Quicken since its easiest days of Quicken for Windows.People are apparently trying online personal finance aggregation services like Mint or Personal Capital which do not use Direct Access (they use web scraping), not realizing that these services mine your data and sell this information to advertisers, insurance companies, etc.- which can make your rates go up, etc. But Web Connect requires logging in at each bank or brokerage site and then navigating through the menus to manually download the data files one by one, which can get very time consuming. Banks have to pay for Direct Access and are trying to save money by abandoning this protocol in favor of Web Connect. My only concern is that many banks seem to abandoning Direct Connect access which Quicken, SEE Finance and other personal finance apps use to directly download account data.
![]() I discovered this in August through a reconcile process that wouldn’t balance: Quicken had$hundreds of “bogus” transactions that had to be manually deleted. Recently (starting in July), Quicken started duplicating someDownloaded transactions in multiple accounts:I have 4 accounts with my investment broker and when a dividend was received in 1 account, Quicken put it in 2 others, even though those accountsDidn’t have any of the stock that was paying the dividend. The withdrawal from the goal worked but Quicken must have crashed before it put the moneyInto the originating account, leaving me $thousands short of cash until I found the error. I had a situation recently whereI withdrew a large chunk of money from a Savings Goal. An annual closeout, that closes the previous year and starts a new one, should happen automatically on the firstEntry for the new (fiscal) year. But a fully functional financial program should use an SQL database with newTables for each year (or fiscal year). Quicken 2016 Upgrade Of MyI was up and running and paying bills within an hour. This time the import and upgrade of my data file worked like a charm. I also tried a few of the competitors - Moneydance, iBank, but always missed the simplicity and comfort zone of Quicken. I had tried all of the interim versions (Essentials, 2016, 2017) and had a horrible time trying to upgrade from my 2007 data file. Latest disk utility for mac guidAnyway, I HATE subscription models. I had to go to a setup page for Wells Fargo and log in and then it gave me a 10 minute window to enable Bill Pay in Quicken. The help file said if you had it working with 2007 it would automatically work with the new version 2018(?). Kudos to Quicken.The basic data reporting framework, a holdover from Quicken Essentials, is still horrid.That is compared with the old Quicken 2017.I use Quicken for running a small business. $35 bucks a year is abut what annual upgrades would cost for a product that is updated as often as this seems to be. So, next time I'll downgrade to Deluxe for $70 for two years. And for now I can use my banks Bill Pay, even though I'm paying for Quicken Bill Pay. And I only paid for the Premier version because I assumed I would need the priority access to customer support - which it looks like I won't need (fingers crossed). Since the company is updating the product constantly (unlike Intuit) I figure I would've paid that in version upgrade dollars over two years anyway. That is, the developers will never be able to readily anticipate users needs. As for the latter flexibility is the key. Actually, in its formative years, the original qQuicken was a terrific product.If the current owners overhaul the reporting to allow for far better customization of the data elements, how they are combined and output, that would be terrific.I use reports not only to output data in Income and Balance sheet forms but also, and this is important, to search for anomalous data elements (eg, incorrect or missing data).All too often, in my professional experience, database designers focus on data entry foremost and then consider how the user might want to output the data. ![]()
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