Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Re: Who uses Quicken
Old 01-21-2007, 03:52 PM   #21
Thinks s/he gets paid by the post
2B's Avatar
 
Join Date: Mar 2006
Location: Houston
Posts: 4,330
Re: Who uses Quicken

I'm another Quicken user. It works real well for me. I have a series of memorized reports I use to beat communicate with my wife on finacial matters.-
__________________

__________________
The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane -- Marcus Aurelius
2B is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: Who uses Quicken
Old 01-21-2007, 10:35 PM   #22
Confused about dryer sheets
 
Join Date: Mar 2006
Posts: 5
Re: Who uses Quicken

Started with Quicken then moved to Money. I find it easier than doing it by hand. I use Excel for analysis of exports from Money.

Not too ?
__________________

__________________
Not too ? is offline   Reply With Quote
Re: Who uses Quicken
Old 01-22-2007, 12:06 PM   #23
Recycles dryer sheets
 
Join Date: Jan 2005
Posts: 115
Re: Who uses Quicken

I have used quicken for years upgraded a number of times. I also have our home inventory on the quicken program as well once you get your information set up for bank accounts and etc, and also home inventory info it is pretty simple only thing I don't like about it is a few times when I upgraded I lost some of the old information that went back to earlier years and versions. I used to keep that on floppy disks there maybe a way to find it and bring it up but I have trouble with that... now it is kept on cd-rw and it is easier to back up and now I save it each year....

I also use quickbooks pro for our business and I find that really easy to use as well.

Kathyet
__________________
kathyet is offline   Reply With Quote
Re: Who uses Quicken
Old 01-22-2007, 01:14 PM   #24
Dryer sheet aficionado
 
Join Date: Aug 2003
Posts: 30
Re: Who uses Quicken

Just re-installed an old version 2003 which worked fine before and it had everything I needed, but I find that the download functions stopped working. Reason they said was that they did not support older version of Quicken, needed to upgrade ( what a con job)
The question I had was is the download going through their server which to me is a security question, if not the download function should still work on older versions without an upgrade. Forget tech support I could not understand a word they said.
__________________
Brit is offline   Reply With Quote
Re: Who uses Quicken
Old 01-22-2007, 01:25 PM   #25
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
calmloki's Avatar
 
Join Date: Jan 2007
Location: Independence
Posts: 5,459
Re: Who uses Quicken

We use Quicken - as with many i appreciate the older versions more - the new Q is a bit hasty to fill out transactions for me based on a few letters of my entry. But it adds and subtracts like a wiz! We use it's report functions come tax time to sort out all the rental transactions - it's a shame Turbotax isn't geared toward rental property owners. I have played with Q2006's retirement planner - kinda fun 'cause it updates from the Quicken files
__________________
calmloki is offline   Reply With Quote
Re: Who uses Quicken
Old 01-22-2007, 01:51 PM   #26
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Lsbcal's Avatar
 
Join Date: May 2006
Location: west coast, hi there!
Posts: 5,677
Re: Who uses Quicken

I'm curious about Quicken, so have some questions:

(1) Will Quicken download Visa credit card data and automatically categorize it or do you have to do manual things? I can see our Visa data on line but don't know if it is downloadable.

(2) Will Quicken download bank checking info from a bank like Washington Mutual and automatically catergorize the data?

(3) What do people mean by it takes time to setup? How much time?

Currently I just sum our Visa, checking accounts and cash spent each month in Excell. One worksheet per year. So I have a good number for monthly spending and a good idea of large purchases. It only takes about 15 minutes to do this. But I cannot breakout the data into categories like food, clothing, etc.

Les
__________________
Lsbcal is offline   Reply With Quote
Re: Who uses Quicken
Old 01-22-2007, 06:25 PM   #27
Thinks s/he gets paid by the post
Coach's Avatar
 
Join Date: Nov 2005
Location: Colorado, USA
Posts: 1,127
Re: Who uses Quicken

Quote:
Originally Posted by lsbcal
I'm curious about Quicken, so have some questions:

(1) Will Quicken download Visa credit card data and automatically categorize it or do you have to do manual things? I can see our Visa data on line but don't know if it is downloadable.

(2) Will Quicken download bank checking info from a bank like Washington Mutual and automatically catergorize the data?

(3) What do people mean by it takes time to setup? How much time?

Currently I just sum our Visa, checking accounts and cash spent each month in Excell. One worksheet per year. So I have a good number for monthly spending and a good idea of large purchases. It only takes about 15 minutes to do this. But I cannot breakout the data into categories like food, clothing, etc.

Les
Les, Quicken will download and categorize charge card and bank transactions. I think it would be hard to find a bank or credit card company these days that doesn't download to Quicken and Money, but you might want to confirm with yours.

How well it categorizes depends on how much detail you want. For example a Walmart charge will categorize into a single category, but you may want to break it out -- clothing, groceries, housewares, etc. This you have to do yourself.

And checks -- I have to categorize them -- they just download as "Check 3131" or whatever.

Setup isn't so bad. You have to tell Quicken where your accounts are and supply logins. If you want to use other features like mortgage tracking or retirement planning, there would be additional setup you need to do.

MS Money does basically all the same things, and you can get a free trial download. Invest a couple of hours with it and I think you'll know whether it's something you want to do or not.

Coach

__________________
"Comprehensive health insurance is an idea whose time has come in America." President Richard M. Nixon, February 6, 1974
Coach is offline   Reply With Quote
Re: Who uses Quicken
Old 01-22-2007, 11:07 PM   #28
Recycles dryer sheets
Linney's Avatar
 
Join Date: Nov 2006
Posts: 262
Re: Who uses Quicken

Quote:
Originally Posted by lsbcal
(3) What do people mean by it takes time to setup? How much time?
Les,
Most of my set up time involved me sitting down and figuring out exactly what I wanted to be able to track expense-wise and creating those categories in Quicken. I'm the over-analyzing type so this process took a bit of time for me. Others might find that they can wiz through the process. I did use the expense categories described in the book Your Money Or Your Life as a guideline to start from. One nice thing that I learned later is that Quicken makes it pretty easy for you to re-catogorize things if you decide you don't like the way you set it up initially.
__________________
Linney is offline   Reply With Quote
Re: Who uses Quicken
Old 01-23-2007, 10:19 AM   #29
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Lsbcal's Avatar
 
Join Date: May 2006
Location: west coast, hi there!
Posts: 5,677
Re: Who uses Quicken

Coach, Linney: Thanks for your replies on Quicken!

Les
__________________

__________________
Lsbcal is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Howto: Quicken and TSP Allenw Health and Early Retirement 0 04-28-2007 12:39 PM
Quicken tax estimates LovesLife FIRE and Money 10 11-29-2005 10:22 AM
Quicken and Vanguard TromboneAl FIRE and Money 3 08-28-2005 11:31 AM
Quicken 05-Downloading Lancelot Other topics 0 04-15-2005 03:19 AM
Quicken 2005 Changes Bob_Smith Other topics 7 01-29-2005 07:33 PM

 

 
All times are GMT -6. The time now is 02:41 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.