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You will need this ID to log-in to the app and begin syncing your data. I have had quicken for years and when the app first came out it was really useless. I had to do everything on my desktop. About a month ago I synced it with my account and noticed it would download my new transactions directly from my accounts to the app everytime I opened it. I was interested. I updated some catagories on the new transactions and also cleared some overdue reminders.
To get these changes to sync I just open quicken on my pc and sync with mobile app and everything is there and updated. I no longer have to download the transactions from my bank on my pc. Sometimes in the past I would go over a month before opening the pc and I would have tons of transactions to catagorize. The only reason I gave only 4 stars is I would like the balance forecast on the app.
Much improved over old versions. Quicken on the Web. Free with your Quicken desktop subscription Access Quicken anytime, anywhere Add and edit transactions Sync and view all your accounts in any browser See investment portfolio daily changes.
You are here Home. Find the best product for you. Buy Now. Help me decide which product is best. Select what you need or what you don't. You can also leave any box unselected. Windows Mac. Home and Business. Traditional category-based budgeting Set amounts for spending in each category.
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Our most basic plan for organizing your finances. You can install Quicken on as many computers as needed in the same household.
Each installation will be registered to your Quicken ID. What is the Quicken ID? All Quicken products use the Quicken ID. I like to see a projection of my available finances for the month, but so far Quicken seems to be the only one that can do that.
Everything else is based on a daily snapshot of your spending. Have you reviewed any that allow you to see past today in spending? Started with MS Money. Moved to some paid program that was similar. Found Money Manger EX.
I can put in reoccurring transactions. And drop them into the checkbook as needed. I have my paycheck set for less than I expect. And the bills for a little more than expected. When I get paid, or write the check, I put the correct amounts in. You cannot change transaction dates. I have a retirement pay military that posts on the 1st of every month. But if the 1st falls on a weekend or holiday they post it the last banking day before that. With PC when that happens I have a double pay in one month and no pay in the next and cannot change that.
Since this scenario happens about 3 times a year, PC is worthless for monthly budgeting. The tools are free, so there are going to be limits to what they can do. Comcast goes down once a month and online data becomes inaccesible just when you need it. I also tried Mint several years ago and will give it another shot.
First and foremost is the ability to have attachments on my transactions. Second is the ability to have transaction reminders that can be auto-entered into the register.
This allows me to look ahead to see where my expected spending and expected income is taking me This is the closest I come to using a budget feature — but I hate the word budget.
I do not use the transaction download feature for my checking account with Quicken because it ALWAYS caused me to have duplicate transactions when writing a paper check because of manually entering when written and then duplicated when cleared at the bank. VERY inconvenient. At least PC will help you correct duplicates — but no attachments. Reading further, it looks like Moneydance would be the best alternative for you for Quicken. It also allows you to use it standalone on your computer PC or Mac and also allows auto-entry of transaction reminders.
I hate the Auto entry now because they made 2 layers out of it. I mostly like it for the tax prep categorization and the Offline presence of my data which is backed up to SD card.
My greatest fear is the last update for QB will be the one that totally disables the software. I stopped allowing softwate updates in I heard quicken was going to a subscription platform. Still works. I have Quicken Premier which I have never paid to update. I just want to keep track of it. Not sure what the date of our post is. You are not quite correct when you say Quicken data can be seamlessly imported into any other program.
In order to move Quicken data over to any other program, the data has to be converted to a. My suggestion: double up on two programs: one Quicken and another alternative for three months, then abandon Quicken, keeping it for legacy purposes.
As a Macintosh user, Intuit has not been a friend. There are much better alternatives. Stewart, I agree that Intuit has always treated its Mac constituents as unwanted step-children. And D. Manual entries lead to annoying duplicates if you also download your transactions.
But if you do choose to download, best not make any manual entries. That should be a cinch. All of your data is encrypted. Great article. I want to manually reconcile, I want split transactions, subcategories, and the ability to run end of the year reports. Any suggestions? Too bad this hodgepodge of suggestions all over the internet for replacing Quicken for Mac are so confusing when it comes to just the simple functions you cite.
I wish someone would create a comparison chart. I want to start with a new app on Jan. And to whomever manages this internet page, please get off this fad of making your font almost the same invisible color as your background.
Donna and Jonathan, same here! And yes, please give us a darker font! Repeating my question above, does anyone know which of these developers offer the most HUMAN assistance?
Knowledgeable people who might even be willing to screen share…? I used YNAB 4 for this, but they too have moved to an online platform.
Upgrades to the next version typically come with a discount. I love your post. Me exactly. I do it all manually; but, have used QuickBooks; and now Quicken for so long I know how to split transactions. Mutual funds can be a challenge to update though. Look forward to seeing what you hear for an alternative; I will not pay yearly….
I am looking for apps like Foreceipt where you can photo receipts or screenshot email receipts and it ocr s major details and stores the photo. Lately have had some problems with Foreceipt. When I first got it and it worked well it was outstanding. EveryDollar DOES link to online accounts and in my opinion is the best budgeting software out there since its updates.
Please revisit this one…. I have used Quicken for years. I bought the newer version and it choked on one of my accounts on downloading. I called for support. A support contact number was not readily available on line but my bank had a contact number for support and I got through.
They understood the problem and said it was an easy fix. Goodbye Quicken. I am leaving them. I have tried Every Dollar. It does down load from all of my accounts and credit cards which is nice and works well It is an easy program to use but they do not offer downloading of reports.
I have used report generating for years to help with taxes at the end of the year. So, I am still looking for a program. I basically got spoiled. I noted you did not mention this in any of the reviews. Somehow you missed that Every Dollar has the capability to Sync up to the Bank accounts and services.
Do you have any update on this and the report generating capabilities of the others? An informative article and the comments offer great questions too. I nolonger use BillPay because using banks bill paying functions. I do download transactions in order to reconcile as well as downloading investment performance data. Bob White asked about tax reports and a major reason that I used Quicken in the past was the ease of producing tax reports or even exporting data to tax preparation soft ware.
I would consider looking at Tiller. They can generate reports for itemized deductions, annual spending by category, and more. Hi Greg, the only reason I use any personal software is to generate reports at the end of the year for my accountant to use at tax time. Or any of the other options also report writers?
Thank you in advance, Betty. The query about cloud-based or non cloud-based has not been addressed. This is pretty critical for lots of folks. Quicken is moving to a subscription-only program. It is NOT cloud-based. So, my understanding is that in order to continue downloading from financial institutions you are forced to pay an annual subscription fee. I am very disappointed with this decision. At the least, we should be able to continue using older versions of Quicken, with all of the features it came with.
I bank at Capital One, and the sync is now delayed hours. That means no more near-real-time views into my spending. I moved to Moneydance when quicken moved to a subscription model — love it, a few bugs but good support helped me fix them. BUT no Canadian version, yet.
I am trying to use Moneydance. I may have a bad setup, but I balance my accounts several times a month. I balance to the bank, come back next week, import from the bank and I am thousand of dollars off. Nice looking program and seems to technically work ok, but the banking has to be right.
Is Personal Capital web based? Is it available as a desktop app, or just a mobile app. Some of the screenshots look to be from a desktop app, but they only picture phones on their website.
I want a desktop stand-alone app. Does that put Personal Capital out of the running? From what I can see, it has all the basic functions of Quicken. I just want to categorize all my expenses for end of year reports for taxes and to be able to enter transactions like in Quicken.
The free calculators and other tools may be of interest to you, however. Go ahead, sign up with Personal Capital and find out for yourself. PC appears to only for America….. How is MoneyWiz cheaper than MoneyDance? I have used Qucken ever since the demise of Microsoft Money. I have needs that seem to me very uncomplicated: I need a product that will download my bank transactions, will track and project my monthly expenditures, and generate a report showing cleared and anticipated banking transactions for the current month.
Is there an alternative that will do what I need at lower cost? I really need quicken for my personal banking. Please help! Long-time Quicken user even though I changed platforms to Mac in and put up with its woefully crude version for Apple users. I need to know which of these alternatives will generate for me an annual summary by category of both Income and Expenses for tax purposes…..
I also download banking and investment transactions through Quicken. Can you help? Hey Susan, You might want to look into Tiller. It can generate reports, including itemized deductions, annual spending by category, etc.
STOP the incessant altering and revamping. It does not work as well for the end users. It seems there are no alternatives which do everything Quicken could, if it worked well. Just started a 30day trial with Banktivity. So far although I have Capital One accounts I have been repeatedly unable to have the Banktivity account get online despite, correct credentials, etc.
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