It isn’t perfect, and I haven’t quite figured out how use some of its functionality – in particular tracking our investments, but overall I’m quite happy. My bank said they cannot download my transaction to this accounting software because they do not use the newest file transfer systems.
I tried it for 5 minutes and realized it wasn’t what I was looking for and am now stuck with it! I will never download another item from Amazon until this return process or money back is looked at. I still need to learn more about Quicken and its intricacies but so far it’s a winner! I really thought that Microsoft Money was a great product, even though I had some issues over the years of the product freezing for unknown reasons during sessions. I had my partner (an IT professional) help me to determine that they had been downloaded but not into Quicken. After spending 40 minutes just getting some one on the phone to talk to it took another hour for the tech to tell me that I would just have to enter the transaction manually.
Register customization: You can decide which columns appear in each individual register. Transaction Notes can now be shown/edited as a column instead of treating them like an attachment.
This got a little wonky on me and actually broke my ability to download transactions manually, in addition to not adding the accounts correctly to begin with. I started getting the infamous OL 221 – an error message. From personal experience, when problems do arise, it can be maddening. Unfortunately, there just isn’t anything better that has the widespread use that Quicken enjoys which leads to enhanced compatibility with online services due to its sheer popularity.
I had been using Microsoft Money Plus for personal and two business accounts, plus various investments accounts. I was able to import the existing account data into Quicken from Money Plus.
I also enjoy the categorizing of each expense. Broader choices also mean better record keeping. And of course they changed the data format. Quicken being practically the only game in town, and I being a long time user of quicken and TurboTax was what dictated my purchase. I love the new reports and features. And this program is still the most user-friendly accounting type program I have tried. I could understand if the banks changed their formats of file protocols and Quicken didn’t create a patch for older software to accommodate, which is just regular changes that happen! But to take a perfectly good working software and cut off features to make it uncomfortable to not upgrade seems sort of like a scam to make $! My husband and I have a farming operation and I’ve always used the deluxe version and it has met my needs in the past. Recently we’ve had some needs to handle a better separation between our personal expenses and business expenses.
This is the official position of their support team on their forums. Here is one way you can import Excel data into Quicken.
After upgrading to 2011, Quicken created 36 reminders that could not be deleted. Their customer support was unable to figure out the problem and suggested (after an hour on the phone) that I downgrade and retry the installation.
So I took the plunge knowing I’d be forced to anyway. Faith Guitars.