Unconfigured Ad Widget

Collapse

Quicken, Turbo Tax & Mint

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Bushwack44
    CGN/CGSSA Contributor
    CGN Contributor
    • Oct 2013
    • 2040

    Quicken, Turbo Tax & Mint

    I use Quicken 2011 for my personal finances (have used Quicken since the 1990s). As this version has been sunseted, I have manually reconciled the monthly statements the past few years and I figure it's about time I do so electronically.

    Not interested switching to Mint or TurboTax. Quicken is the poison I know (none seem to get favorable reviews). My question is, anyone using the most recent version of Quicken to log on-line and update their bank information with Chase, Wells Fargo, or Vanguard? If so, is it a seamless process?
    .
    Facts are to liberals as kryptonite is to Superman.
    ...

    Feed a man a fish, he eats for a day (Democrat).
    Teach a man to fish, he eats for a lifetime (Republican).
  • #2
    RBShooter
    CGN/CGSSA Contributor - Lifetime
    CGN Contributor - Lifetime
    • Feb 2007
    • 483

    Fairly seamless, but not as simple as it was when I used to pay the quicken tie-in fee that WF charged, until I cheaper out and dropped that service.

    What I do now is go online with WF and download the recent banking data for each account. Then, with Quicken open in the background, I open each file I downloaded by clicking on it. It synchs with quicken to some degree, then I "Accept" the data and then go in to reconcile it. Not sure if that makes any sense??

    Comment

    Working...
    UA-8071174-1