Consumerism Commentary - Latest Comments in The New Quicken Online: A New Direction for Money Management Software

Re: The New Quicken Online: A New Direction for Money Management Software

Robert LaVeine — Thu, 17 Dec 2009 14:13:04 -0000

I have used quicken for several years.
But I have had problems downloading from some banks while others present no problems.
Also the symbles are changed . What is there perpose. Like QDF file? Or QIF. Are these causing the downloading problems?
The new quicken home and business 2010 will replace quicken home and business 2009. That I've had trouble downloading my bank statements to.

Re: The New Quicken Online: A New Direction for Money Management Software

Robert L. White — Mon, 07 Dec 2009 18:18:28 -0000

I now have a new Dell desktop computer using Windows 7. My old computer was on Windows 2000 Professional and my old Quicken was 2000. I made backup disks from my old computer, however I can't find anybody that knows how to install info from this CD to my new computer.

Can you point me in the right direction?

Bob

Re: The New Quicken Online: A New Direction for Money Management Software

Tommy Dillard — Tue, 10 Nov 2009 16:13:41 -0000

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

Re: The New Quicken Online: A New Direction for Money Management Software

aşk — Thu, 05 Jun 2008 09:17:37 -0000

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.

Re: The New Quicken Online: A New Direction for Money Management Software

kloewer — Tue, 01 Jan 2008 17:42:25 -0000

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.

Re: The New Quicken Online: A New Direction for Money Management Software

Dividends4Life — Mon, 24 Dec 2007 12:56:54 -0000

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

Re: The New Quicken Online: A New Direction for Money Management Software

Peter Glyman — Sun, 23 Dec 2007 17:55:09 -0000

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/p...

Re: The New Quicken Online: A New Direction for Money Management Software

Patrick — Sat, 22 Dec 2007 18:08:37 -0000

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.

Re: The New Quicken Online: A New Direction for Money Management Software

David Mackey — Sat, 22 Dec 2007 12:28:48 -0000

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

Re: The New Quicken Online: A New Direction for Money Management Software

Harlan Landes — Fri, 21 Dec 2007 12:59:02 -0000

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

Re: The New Quicken Online: A New Direction for Money Management Software

JBW — Fri, 21 Dec 2007 12:26:50 -0000

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.

Re: The New Quicken Online: A New Direction for Money Management Software

JB — Fri, 21 Dec 2007 11:59:05 -0000

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!

Re: The New Quicken Online: A New Direction for Money Management Software

ron — Fri, 21 Dec 2007 11:56:22 -0000

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.

Re: The New Quicken Online: A New Direction for Money Management Software

Harlan Landes — Fri, 21 Dec 2007 11:53:28 -0000

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

Re: The New Quicken Online: A New Direction for Money Management Software

JB — Fri, 21 Dec 2007 11:47:11 -0000

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.