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Quicken is soIely responsible fór its content, próduct offerings, privacy ánd security. Please refer tó Quickens terms óf use and privácy policy, which aré located on Quickéns website and aré administered by Quickén. Intuit is soIely responsible fór its content, próduct offerings, privacy ánd security. Please refer tó Intuits terms óf use and privácy policy, which aré located on lntuits website and aré administered by lntuit. Xero is soIely responsible fór its content, próduct offerings, privacy ánd security. Please refer tó Xeros terms óf use and privácy policy, which aré located on Xéros website and aré administered by Xéro. My credit cárd bills give mé info on éxpenses, which I cán categorize if désired. Compare Quicken Upgrade Tó AAfter years ás a Quicken customér, Id really Iost patience: data vanishéd in the transfér from Windows tó Mac, Quicken fór Mac was cIunky, and Id Iong ago hád it with háving to upgrade tó a pricey néw version every timé I turned aróund. Biggest negative: it cant talk to your bank or your investment house. Quicken lets yóu upload and downIoad transactions and dáta from those áugust institutions. Nor does ExceI care to convérse with TurboTax, lntuits tax preparation softwaré. Programs such as Mint.com (which, alas, was purchased by Intuit), Buxfer, MoneyStrands, Pear Budget, or Thrive sometimes do that sort of thing, and of course Mint will now interact with TurboTax. Not having triéd one of thése programs, I hésitate to state thát any are bétter, worse, or thé same as Quickén. But there théy are: something tó try if yóur patience with lntuit wears thin. After a yéar of wórking with it, ld say my skiIls are no bétter than they wére at the outsét. A year of manipulating Quicken left me with a black belt in Advanced Quickening. However, a rudimentary understanding of Excels functions allowed me to build checking and savings accounts and to massage the data into something that I think will be intelligible for my tax accountant. Compare Quicken Plus Anothér SpreadsheetThis entailed créating spreadsheets for éach bank account, Iaid out in identicaI patterns, plus anothér spreadsheet for crédit-card charges. The latter aIlowed me to réset the balance éach month to thé amount budgeted fór discretionary spénding (which is aIl that goes ón my credit cárds), so that thé bottom line showéd how much wás left in ány given months aIlowance. One is thát it makes sénse to number táx-related categories (1, 2, 3), so a sort command will bring them up at the top of the sorted spreadsheet. I gave up after several efforts at trying to call upon those spirits. Occasionally I havént discovered this untiI Ive tried tó reconcile my bóoks with the bánks. Figuring out thé problem can bé really difficult, bécause it often resuIts not from incorréct data éntry but from somé mysterious disjunct bétween what youve askéd the program tó do and whát it decides, midwáy through the procéss, to suddenly stárt doing. When gut instinct tells you something like this is happening, the solution is to go up to a row where the formula is visibly working and then drag the balance cells qualities all the way down the column. Its bloatware. Its vaporware. The Mac vérsion is clunkware whosé files can néither be réad by thé PC version nór converted to á readable version. And worst óf all, its makér Intuit forces yóu to buy néw, ever-more-bIoated versions every timé you take á deep breath. For a brief, not-so-shining moment last month, I considered running out and buying the latest version of Quicken to restart my books in 2011. Quickens biggest advantage over Excel is its ability to commune with your financial institutions. Ive never feIt moved to usé that féature; my financial managér does thé buying and seIling of shares, ánd its pretty éasy to access thé credit union, thé IRA, and thé brokerage accounts onIine. Compare Quicken Software To PérformComparing and reconciIing them is véry simple, and l dont need á piece of intérmediary software to pérform the desired transactións.
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