Since I’ve recently retired and simplified my financial life, my needs aren’t quite as complex as before, so a new product might help in the transition. It’s as if Rick had written my personal bio - as a matter of fact, I still have the original ledger sheets from the late 80’s! I intensely dislike Quicken’s new subscription model and, if a true, multi-platform (windows, Mac, iPad) worthy competitor were to become available, I would strongly consider switching.
IMPORT CSV TO QUICKEN 2015 PC
If there were a great PC tool other than Quicken, I would consider switching. Vanguard has most of my assets, and I give them the other assets which they automatically list in my account listing, updated based on stock symbol, not by a sign-in. I will never(?) move to online tools (like Mint) and would never consider giving my sign-in information to anyone. I love importing to TurboTax, but the reality is that I could just as easily type that info in.
I find it maddening that an account will download, then stop downloading yet I changed nothing. I find some of Quicken's reports helpful, and some of them total garbage. I've known that number always, and in fact today spend less than I did in 1996 (empty nesters). I knew in 1996 when I got a big salary increase that I had hit my spending limit - i.e. I find it tremendously freeing(?) to know where everything goes. Then I do it for my mother (I don't track her cash and don't allocate what I can't figure out, tried to do that over the phone and I was looking for a way to end it all.). Every Saturday morning I sit with my coffee and do my weekly "balancing". I charge nearly everything, and get a receipt if I pay cash. I will use my desktop version until I am forced to the subscription model - or perhaps keep using it and just manually key in everything if I cannot download it. Then they sold off and now have the new subscription model. Then they started playing with features, moving them across different package types (as did TurboTax). In combination with TurboTax (which I've been using for a very long time also), it was a minimal expense.
IMPORT CSV TO QUICKEN 2015 UPGRADE
I used to upgrade every 3 years or so, right around when they'd cut off the ability to download accounts. Before that Managing Your Money, before that a Lotus 1-2-3 spreadsheet, and before that a big, wide ledger pad.
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