DISQUS

Tommy Dillard · 1 month ago

I guess I am an old fogy, but I just want to keep my own register. Will you please tell me how I can set up a register in the quicken progem

jb · 2 years ago

Sounds like a pretty interesting service, and closer to what I am looking for.

Maybe I should have stuck with it longer, but every time I tried to set up Quicken, the quirks would get so annoying and my financial picture would get screwed up that I just quit. With traditional Quicken it seems that you MUST use it daily to keep an up to date financial picture.

What I am looking for is an up to date financial picture of my net worth and investment performance (including asset allocation data). All this data is available online from my various banks/institutions, and if Quicken Online can pull it all together that is fantastic.

Flexo · 2 years ago

jb: Quicken Online won't pull in your investment account information. They're looking at cash flow only, at least for the time being.

ron · 2 years ago

not sure if it matters much to you or not, but the URL of the beta site is visible in the status bar at the bottom of your browser window in your screenshots. since you took the time to x out the URL up top, i didn't know if it's a big deal or not.

not that you can sign into the program anyways since they check against a list of testers.

jb · 2 years ago

Flexo: Thanks for the follow-up.

Is there any service that can pull together a complete financial picture (including investment information, asset allocation)? I thought that regular Quicken could do it but when I tried to use it just for that Quicken would get all out of whack. Regular Quicken wants me to use all of its features, but I just want the financial picture!

JBW · 2 years ago

The best combination I've found is Yodlee for tracking (I access it through Fidelity) and Morningstar's Instant X-Ray tool for asset allocation information. You have to enter the stock/mutual fund symbols and current balance into the X-Ray tool, but with Yodlee, everything should be right there and it shouldn't take too long. If it does, maybe it's a signal to simplify your holdings.

Flexo · 2 years ago

Ron: I was more concerned with the exact URL being hidden. The domain itself not a big deal.

David Mackey · 2 years ago

I love Mint. But if Quicken can offer wider authentication (Mint has trouble with some financial institutions) they could quickly become the front-runner.

Patrick · 2 years ago

I'm not sure I would use this in its current state. I am in the same boat as you and am more concerned with tracking my investments and planning for the future. I'm sure they have that in development, and I might consider it then.

Peter Glyman · 2 years ago

Hey guys,

Shameless Geezeo plug here...a couple of features sometimes unknown about Geezeo.


-Aggregation for all account types including Investments (checking, saving, brokerage, loans, etc.)
-Simple spending targets and automated budget tracking

Lots more but I'll leave it at that. Would welcome your feedback.

Thanks,

Pete Glyman
Co-Founder, Geezeo
http://geezeo.com/profile/pglyman

Dividends4Life · 2 years ago

It is an interesting concept, but not one for me. If the business model fails, what you have come to rely on could disappear overnight.

Best Wishes,
D4L

kloewer · 1 year ago

Everbank provides an aggregation of all your accounts, and lists your resulting net worth. Plus you can pay any bill online...all the while earning great interest rates on your checking account.

aşk · 1 year ago

Everbank provides an aggregation of all your accounts, and lists your resulting net worth. Plus you can pay any bill online…all the while earning great interest rates on your checking account.