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What Financial Software/site Do You Use?


Rain

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Posted

I'm looking at changing from my quicken 2010 software.  I'm not so sure about the 2014 version. One of the problems I have is with quicken 2010 being compatible with my credit union. I would really like to be able to see my purchases without typing it all in and this has been a real problem. The credit union has said they really are not compatible with quicken when I have asked for help. 

 

Have you used mint.com?  Other online programs?  Do you ever worry about security?

 

Have you used other software?  

 

One of the concerns I have is entering our IRAs.  I cannot figure out how to enter that into quicken.  There are terms I am not familiar with and when I have done online searches for those terms I haven't been able to figure out just what quicken is asking. I would like to be able to track our contributions and track when we gain and lose besides our contributions.  You know - just the simple stuff.

Posted

Hello Rain...

Not only am I tech challenged... but I'm old fashioned... and don't trust my financial info online because of past hackers into banks, ID theft etc.  Probably wouldn't affect me but I'm still wary about security.  I keep a very simple set of books that I know exactly what I have.  I combine it with my budget whereby I hold out "X" dollars each month for taxes, insurance, etc., listed on separate ledger pages.  Doesn't take me but a minute to find anything I want.  Which is fine for me, because I don't have any complicated accounts, investments, etc.  Simple... in fact for the limited type and number of transactions it would be more trouble to do it using a software program.

 

from the old woman at the beach... GG

Posted

Hello Rain...

Not only am I tech challenged... but I'm old fashioned... and don't trust my financial info online because of past hackers into banks, ID theft etc.  Probably wouldn't affect me but I'm still wary about security.  I keep a very simple set of books that I know exactly what I have.  I combine it with my budget whereby I hold out "X" dollars each month for taxes, insurance, etc., listed on separate ledger pages.  Doesn't take me but a minute to find anything I want.  Which is fine for me, because I don't have any complicated accounts, investments, etc.  Simple... in fact for the limited type and number of transactions it would be more trouble to do it using a software program.

 

from the old woman at the beach... GG

Not just banks, but wherever you shop. My wife and I had to get new cards after Christmas, then I buy something the other day and Home Depot and here we go again. I like paper and pencil.
Posted

I'm looking at changing from my quicken 2010 software.  I'm not so sure about the 2014 version. One of the problems I have is with quicken 2010 being compatible with my credit union. I would really like to be able to see my purchases without typing it all in and this has been a real problem. The credit union has said they really are not compatible with quicken when I have asked for help. 

 

Have you used mint.com?  Other online programs?  Do you ever worry about security?

 

Have you used other software?  

 

One of the concerns I have is entering our IRAs.  I cannot figure out how to enter that into quicken.  There are terms I am not familiar with and when I have done online searches for those terms I haven't been able to figure out just what quicken is asking. I would like to be able to track our contributions and track when we gain and lose besides our contributions.  You know - just the simple stuff.

 

That is a tough question to answer without knowing what you want to accomplish.  It has its problems but Quick Books has pretty much taken over the small business market and it does have its bells and whistles, depending on what you want to pay for.

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