Do I have any options. If you're looking for something that will do pretty much everything, Quicken can be a good choice. 7. export transaction/reports as CSV, [–]Hyppy 1 point2 points3 points 1 year ago (3 children). [–]reading_rainbow04 2 points3 points4 points 1 year ago (0 children). I’ll NEVER go back. [–]thunder-thumbs 2 points3 points4 points 1 year ago (0 children). Quicken's desktop software can sync up with the mobile app. Personally, I like that a lot. Is Quicken the way to go for tracking all of this? 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. I use YNAB for my budgeting, mortgage tracking, retirement tracking, credit cards, savings accounts, and even my HSA. Here's how the damage is done: My wife has been hesitant about "trusting" Quicken for our finances and planning. Am I missing out on employer match by maxing out 401k early? I rebought quicken recently because I was under the impression I was able to manual download statement and upload to quicken. I use Quicken 2007 for Mac. Quicken yields Despite all my reservations, I was planning to upgrade to Quicken 2015 before April 30. Quicken for Windows is one of the most robust personal finance software applications on the market. I also felt Quicken was reinforcing bad spending habits. For these reasons, and for my needs, Quicken no longer fits the bill, and I've switched to using Personal Capital. ... As a detail-oriented person, you may be likely to spend time digging into what Quicken offers. I'm just anal about my finances, and being a QuickBooks user (for work/business) this is just a habit I've picked up. Calendarbudget. Do you manually reconcile the transactions or automatically reconcile them? I'm trying to get some Scheduled transactions allow me to estimate future payments and I can tell when there is a discrepancy between what I expected and the actual bill. I've used everything over the last 15 years: Quicken, Money, Quicken(again), MoneyDance, and YNAB and YNAB is also my favorite because of the way it handles budgeting. I do all the things you list (though pretty sure Quicken lets you change category of transactions) with MoneyDance, free trial of full version, biggest downside is not as banks support non-Quicken specific automatic transaction downloads and not as many flash charts/graphs. Rendered by PID 20610 on r2-app-09969602cc05bb805 at 2020-12-20 21:42:05.100006+00:00 running 406fa40 country code: US. [–]CM57368943 0 points1 point2 points 1 year ago (2 children). 4. net worth time-series chart (or table) curious what you might recommend as far as tutorials for quicken? Sometimes different than their category. Here, please treat others with respect, stay on-topic, and avoid self-promotion. Quicken app (âAppâ) is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. The basic features of both platforms are very similar. 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! So Quicken's Bill Pay feature isn't as necessary as it was in the past. thanks! YMMV not on a Mac though. Quicken Bill Pay sends payments to anyone in the United States using your Quicken software or the Quicken Bill Pay website. I started using mint.com this year, but I wonder if a program like Quicken would be worth the small investment. 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 have a few credit cards, an IRA and 401(k), a bank and checking account, and a few mutual funds. [–]206-Ginge 1 point2 points3 points 1 year ago (0 children). [–]ThePenultimateOne 5 points6 points7 points 1 year ago (4 children). YNAB's reporting is a little weak, but you can easily export it to Excel and manage it there. Which I found out capital one only allows direct connection for the account I have. In the end, it depends on how complex your life is. Because I have quite a bit of "goals" planned out in Quicken (e.g. It's not too troublesome. Banktivity, GnuCash, MoneyDance and Personal Capital are alternatives I found. I use mint right now and TurboTax for the last couple years. Well worth the effort in the set up. [–]NotTobyFromHR[S] 1 point2 points3 points 1 year ago (1 child). Learn about budgeting, saving, getting out of debt, credit, investing, and retirement planning. When using the supplied Net Worth report, I get a valuation that looks correct. quicken windows update 30.14 deletes transfers beteen accounts at diff financial instituations â Quicken It's all groceries. [–]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). In the end, it depends on how complex your life is. If youâre big on tracking your net worth, itâll help you do that.It tracks both assets and debts, and it will also track investments. GnuCash is free and has been around for ages. Transaction reconciliation - I categorize my transactions. Allows me to forecast any accounts with cash flow (have to add bills and deposits (like paychecks). I just started using YNAB and I love it too. Join our community, read the PF Wiki, and get on top of your finances! But I had decided to hold out until late March, so that I could first finish preparing my taxes using Quicken 2012. Many customers report that they are pleased with how easy to use the service is. Is mint.com doing what you are looking for out of personal finance software? Unfortunately Gnucash is the only program I am familiar with so I can't suggest an alternative for you. I've been happy with Intuit's software package. Quicken is rated very highly on major customer review platforms. This is literally all I care about as all the tracking and reporting I could do a better job of with an Excel sheet than quicken, but entering transactions is a nightmare I'm unwilling to do myself. I believe desktop software has seen its peak and will continue to decline in usage. So you're basically getting a nine-year-old freebie. I use a spreadsheet right now to track what we spend and our typical monthly bills, but having this all in one place and downloaded automatically will be (I think) useful. If you're a student with a valid .edu email address you can get a year of ClearCheckbook Premium for free as well. 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. 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. Thanks for linking to ClearCheckbook! I don't think it's trash, but it is a little less "pretty" than some other software, and it is more manual than some people like. Then, when I get my paycheck on the 20th, I can pay the bill and mark the invoice/bill as paid in Quicken. I only got Quicken because I wanted something I could use locally. It allows you to keep casting spells when using spells like Telekinesis, Sunbeam and Maximilian's Earthen Grasp. [–]xasix 1 point2 points3 points 1 year ago (1 child). We have a premium version as /u/rtwright68 mentioned but we never force anyone to upgrade. You would write it up as a transfer between your money and some expense "account". I'm the guy who created and runs the site. There are options but are you looking for an accounting product of something to track accounts and account transactions? [–]Gorf_the_Magnificent 5 points6 points7 points 1 year ago (0 children). Mortgage payments (part of transaction reconciliation), Retirement account balances. If you've only got a few accounts Mint performs pretty well. Always do your own research before acting on any information or advice that you read on Reddit. I enter all of my transactions in manually. Quicken is quite good. Quicken worth it? Banktivity. 3. portfolio value vs. cost-basis time-series chart (or table) Jobs are usually for business. I'd be happy to set that up for you. This is an important aspect of picking your accounting software that should not be overlookedâaccounting is complicated, and any service that can make it a little easier is well worth the investment. If that is an important feature to you, Gnucash may not be the best solution. If I didn't get a discount on Quicken⦠But it still gave users a quick way to get insight into their spending, saving, and other financial patterns. Step 1 when I install software is to change that so that I can actually read what's on the screen. [–]ThePenultimateOne 0 points1 point2 points 1 year ago (1 child). They had some issues at the beginning but it has worked very well for me. 30-day money back guarantee: If youâre 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. [–]OnlyARedditUser 2 points3 points4 points 1 year ago (0 children). I've been working on a financial dashboard in python that allows me to look at different things. and join one of thousands of communities. The biggest thing that I've personally been disappointed with in Quicken has been in how the "Bills" section works. BudgetingIs Quicken really the only tool that does what it does? I haven't really gone into that part ever, because I assumed it was meant for small businesses. 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. It's free to sign up and use. 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. It will automatically categorize them by the last category you assigned the payee. Purchased it and am trying to wade through the options to get myself on point dollar for dollar. Private communication is not safe on Reddit. unresolved and quicken support has not helped yet. I switched from quicken to Mint a couple years ago. My Parents accidentally saddled me with their debt and won’t address it. 1. (not a requirement, just nice), [–][deleted] 8 points9 points10 points 1 year ago (1 child), have you tried YNAB? I give it two thumbs up. Or if its from Target, it's household, even if it's milk. I do it for a couple reasons. I've not used it so I can't speak to its effectiveness. None of the other software did that "envelope" accounting as easily. One strength of Gnucash is that you can save all of your transactions as an SQL database. Looks like you're using new Reddit on an old browser. 30-day money back guarantee: If youâre 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. If they can't even get that right it's like I've dodged a bullet by not continuing on with it. Pros. With that said, here are the best Quicken alternatives. People tend to have the most difficulty with downloading transactions to Gnucash. [–]enokeenu 0 points1 point2 points 1 year ago (0 children), [–]wijwijwij 1 point2 points3 points 1 year ago (9 children). It's never a good idea to upgrade a piece of software just before using it for an important job. The tutorial vids were great, the free classes were great, and I like the fact the the wife and I have to get together and work on the budget. This way I'm sure that each account is reconciled and there are no random charges on my statements. I agree about the socks vs groceries at the same place. How well does it connect to banks to download info? I switched from quicken to YNAB in June last year. The subsequent editions removed functionality so we're all in the same boat. Is Quicken worth the $30-$60? That's fair. They do this by enabling you to Quicken Deluxe is an excellent tool for getting a handle on your household finances, but itâs not for budgeting newbs. QuickBooks vs. Quicken: An Overview . This allows you to do cool things. 6. import quicken transaction data 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). 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. The functionality has impressed me. Personally, I'd prefer the balance on the savings account that I use for all of my savings goals to simply say "You have a balance of $X ($Y allocated towards future goals)." How does ClearCheckBook work if it does not connect to banks? I'm so glad I didn't give up. Aside from split transfers, which really just causes a slight headache to reconcile manually, I find that YNAB can handle everything you're looking for. I didn't think my needs were too crazy, but looking for a replacement, I've had little luck. Had to turn off cloud sync. But the transactions is an important feature to me, [–]convoluteme 0 points1 point2 points 1 year ago (0 children). 30-day money back guarantee: If youâre 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. Not all Quicken desktop features are available in the App. ... this is my first post in this sub reddit so please be nice as I'm not familiar with reddit what so ever. It also had good reports that let me track net worth over time. I went from Quicken to ClearCheckBook.com three years ago. © 2020 reddit inc. All rights reserved. You need to both create and edit CSS files and INI files simply to change the font size. Haven't tried any others though. I've been using it less than a month, so it's hard to say. Not worth the line by line splitting to me. Another thing that mildly annoys me is the fact that "Savings Goals" in Quicken utilize "asset" accounts and deduct from bank balances. No! 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. Press question mark to learn the rest of the keyboard shortcuts. Sure, it lets you keep track of recurring bills, but for the exception of the "Home & Business" edition where you can create "accounts payable" accounts, your options for tracking what you currently owe to a business/vendor are rather slim. Even better, some of the best Quicken alternatives are actually free! Use of this site constitutes acceptance of our User Agreement and Privacy Policy. If you can't do this if you import the transactions from the bank. If allocate $100 a month to a category and if there is $50 left, it carries over to the next month and I start with $150. Quicken still provides everything youâve come to expect, including the ability to track all of your money in one place. [–]zacce 0 points1 point2 points 1 year ago (0 children), Do you know if Money Plus Deluxe can do the following? Quicken cloud seems to be syncing incorrect data ftter the last update. I like YNAB because of its philosophy of budgeting - that this month's income pays for next month's expenses and that every dollar has a job. And why can't I make jobs without assigning it to a vendor/client? I'm working for a pretty large organization, and we use an enterprise solution in town, but on two of the centres I keep books in GnuCash (and then later everything gets transferred to the main office). If your needs are simple, Mint really should do. But is LifeLock worth it, or will the fine print get you? 2. monthly income/expense table by category (eg. The Highlights. If you're interested in ClearCheckbook.com, simply shoot us an email through our contact form and ask if you can try the premium membership out for a month. I am using multiple accounts and multi-currency. [–]NotTobyFromHR[S] 0 points1 point2 points 1 year ago (1 child). If I enter it in with the receipt, I can handle this. Most importantly, many are free so you can try them yourself. Scam alert: Ignore any private messages or chat requests. I just like YNAB's way enough to pay for it. Is Quicken really the only tool that does what it does. Ok just saw all of the threads on this problem, going back years. 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 went from Quicken to ClearCheckBook.com three years ago. Mobile app is ⦠So, if youâre looking for a new money management program, youâre in ⦠It's bill pay feature is better than I had anticipated, and it's layout and easy viewing is making it one of my new favorite accounting software programs - ⦠I'll have to have a look in on it. But it never expires like Quicken does (Quicken is a subscription at the end it reverts to only supporting manual transaction entry one at a time), GnuCash is free, a bit more accounting like and I wasn't that fond of it when I tried it but it does work, [–]discontentedwinter 0 points1 point2 points 1 year ago (0 children). I have validated the file as others have suggested as well as removed the net worth graph from my home screen (I too think it is an absolute must-have view). But then again, that's just me. For example, I can plot networth and change the start and stop dates. I love it. Wow - I used GnuCash probably 15 years ago - amazing it's still going strong! You can download QIF, OFX or QFX files from your financial institutions and then import them into ClearCheckbook. Between these two things, I think the cost of Quicken is justified. In hind sight I would have used it a little longer before buying the app. If you're in the US, I saw that it was much cheaper on Amazon than from Intuit's site. I have just started using Quicken 2018 for Windows build 27.1.3.4, having imported my data from a previous version of Quicken. Allows me to forecast any accounts with cash flow (have to add bills and deposits (like paychecks). 5. current asset allocation pie-chart (or table) Get an ad-free experience with special benefits, and directly support Reddit. Also, I don't know what the jobs feature does. Times have changed, and now Quicken has multiple versions of its application â from Window and Mac to apps for the iPhone, iPad, and Android. I can't believe this clunky garbage is still the only one. I want to track my personal spending and income. Maybe they can help. I can’t find any modern personal financial software that operates unconnected except Gnucash. Locked in a 15yr @ 1.875%, did I screw up? 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. (self.personalfinance). Special tax deduction this year for up to $300 of cash donations to charities! [–]Russ1642 0 points1 point2 points 1 year ago (0 children). Each provides budgeting, enabling you to know how and where your money is being spent. Now that quicken has decided to break quicken 2017's ability to download transactions from my bank I need to look for an alternative. QuickBooks and Quicken are two of the most widely used financial management tools in the world. Issue that is an important feature to you, Gnucash, moneydance and personal Capital are I... Example, my at & t Bill will cycle on the screen not worth expense! To download transactions it and am trying to get insight into their spending,,. Planned out in Quicken of your finances get you the Bill, and can. The start and stop dates tl ; DR I think the cost of Quicken is rated highly. Data from a previous version of Quicken and Banktivity, isn ’ t address it your question, I saving... To its effectiveness are simple, Mint really should do was released in June 2010 States using your Quicken or! Into the full feature set and privacy Policy fan of Quicken but let 's accept â... Continue to decline in usage accept reality â Quicken breaks a lot more maintenance and than... Email address you can get a valuation that looks correct multiple deductions/transfers ) 2. monthly income/expense table by (! My first post in this Quicken community issue Quicken no longer fits the Bill and mark the as. Quicken Deluxe is an excellent tool for getting a handle on your household finances but! Rendered by PID 20610 on r2-app-09969602cc05bb805 at 2020-12-20 21:42:05.100006+00:00 running 406fa40 country:... How well does it connect to banks the Quicken Bill Pay feature is n't necessary. My statements can do it with Mint import them into ClearCheckbook on a that... Believe this clunky garbage is still the only program I am havin the that... Feature to you, Gnucash, moneydance and personal Capital than from Intuit 's site forecast our monthly review she. Year for their full version, well worth the expense it a little,! Mint makes a great overall snapshot, but Quicken will give a more detailed picture software can sync with! Always do your own research before acting on any information or advice that can... Quicken community issue 2017 and above desktop products sometimes I look at the same time, though today it feel. Detail-Oriented person, you may be likely to spend time digging into what Quicken.! Clunky garbage is still the only tool that does what it 's worth, it hard..., unlike Quicken and Banktivity, Gnucash may not be posted and votes can not be posted and can! Payments to anyone in the world files and INI files simply to change that so that I been... First post in this Quicken community issue may not be the best Quicken alternatives are actually!! Myself on point dollar for dollar topic has come up on Bogleheads a number of times management in! Like YNAB 's reporting is a financial management program developed and distributed Intuit... This topic has come up on Bogleheads a number of times find any modern personal financial software that operates except. My question is how safe is it and am now looking into an investment property rental. Is unconnected to the Internet our monthly expenses and savings get you I! Onlyareddituser 2 points3 points4 points 1 year ago ( 2 children ) get that right it milk! To look at the breakdown of expenses for a replacement, I use Quicken on a basis... Then, when I get my paycheck on the 20th, I distrust that. No longer fits the Bill and mark the invoice/bill as paid in Quicken ClearCheckbook work if it 's worth it!
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