Go to Quicken and click on the Quicken menu. If the insurance company sees that you bought alcohol or medications, they may have reasons to hike your rates.) So with less users demanding Direct Access protocol, less banks are now offering this service.Quicken for Mac. People are apparently trying online personal finance aggregation services like Mint or Personal Capital which do not use Direct Access (they use web scraping), not realizing that these services mine your data and sell this information to advertisers, insurance companies, etc.- which can make your rates go up, etc. But Web Connect requires logging in at each bank or brokerage site and then navigating through the menus to manually download the data files one by one, which can get very time consuming.
![]() Quicken 2017 Lost My Data Update Not WorkingCheer.Year since financial institution interfaces lasted for 3 years with each upgrade. That said it rarely turns out well as the data requirements are too different. For QuickBooks Mac I believe 2015 is the last version that will import a Quicken file. Quicken 2015 Mac Update Download -> Quicken Data to Quickbooks. Pay Quicken for a subscription model and possibly lose access to my data.quicken update, quicken update issues, quicken update not working, quicken updates 2019, quicken update credit card number, quicken update lost data, quicken update share balance, quicken update error cc-502, quicken update for mac, quicken updates 2017. My habit, up until now, was to upgrade every other5 being the best, I was at a 4 with Quicken 2017, but absolutely refuse to.The withdrawal from the goal worked but Quicken must have crashed before it put the moneyInto the originating account, leaving me $thousands short of cash until I found the error. I had a situation recently whereI withdrew a large chunk of money from a Savings Goal. An annual closeout, that closes the previous year and starts a new one, should happen automatically on the firstEntry for the new (fiscal) year. But a fully functional financial program should use an SQL database with newTables for each year (or fiscal year). I admit I haven’t cleaned out my Quicken file in about 12 years now (accounts have dataGoing back to 2006) so I’m probably stressing the file more than I should.![]() I also tried a few of the competitors - Moneydance, iBank, but always missed the simplicity and comfort zone of Quicken. I had tried all of the interim versions (Essentials, 2016, 2017) and had a horrible time trying to upgrade from my 2007 data file. I don’t know if this was the fault of Quicken or the financial institution.Finally made the jump after 2007 stopped downloading from one of my credit card accounts. I discovered this in August through a reconcile process that wouldn’t balance: Quicken had$hundreds of “bogus” transactions that had to be manually deleted. I had to go to a setup page for Wells Fargo and log in and then it gave me a 10 minute window to enable Bill Pay in Quicken. The help file said if you had it working with 2007 it would automatically work with the new version 2018(?). I did have one hiccup with Direct Connect Bill Pay. I was up and running and paying bills within an hour. Steam less gmes for macAnd I only paid for the Premier version because I assumed I would need the priority access to customer support - which it looks like I won't need (fingers crossed). Since the company is updating the product constantly (unlike Intuit) I figure I would've paid that in version upgrade dollars over two years anyway. That said I got the top of the line subscription for $99 for two years. Actually, in its formative years, the original qQuicken was a terrific product.If the current owners overhaul the reporting to allow for far better customization of the data elements, how they are combined and output, that would be terrific.I use reports not only to output data in Income and Balance sheet forms but also, and this is important, to search for anomalous data elements (eg, incorrect or missing data).All too often, in my professional experience, database designers focus on data entry foremost and then consider how the user might want to output the data. It is FAR better under the new ownership than when Intuit ran the show. Kudos to Quicken.The basic data reporting framework, a holdover from Quicken Essentials, is still horrid.That is compared with the old Quicken 2017.I use Quicken for running a small business. $35 bucks a year is abut what annual upgrades would cost for a product that is updated as often as this seems to be. So, next time I'll downgrade to Deluxe for $70 for two years. ![]()
0 Comments
Leave a Reply. |
AuthorMarie ArchivesCategories |