I upgrade every three years. Quicken is finally catching up with the rest.I have been using Quicken for nearly as long as Quicken has been around (on a 9' Mac). Up until now, Quicken has stood out as one of the few popular personal finance tools that doesn’t have robust online tools, like Personal Capital. One of the biggest changes for 2021 is that Quicken for Mac and Windows got a new web-based companion.Seamless.Mac Approving Downloaded Transaction Before Entry Into The Register On Quicken For Mac. I routinely export to Quicken format using my bank's online web tools and then manually import the file to Bankivity. The annual membership is way overpriced.Banktivity does. Now to download from my bank and open a file, I have to go to their membership.Note that it's a proprietary file.Instead of trying to copy the backup file from Mac (Quicken 2017) to PC, I exported the Mac OX file in a QSX file format. What are the transaction limits for a transfer between a Heartland Bank.I found out Quicken Essentials, which I can still run on my MacBook Pro running 10.11, will only export to Quicken 2007 Mac or a QXF file. How do I export history into Quickbooks, Quicken or other accounting software.Click the Browse button, select the CSV file you downloaded from your bank’s website, and click Next in the lower right corner. In the EasyStep Interview window, click Convert Data and then choose Quicken. If it need be you can click on a Uncleared transaction in the register and match it to a downloaded transaction.
Approving Ed Transaction Before Entry Into The Register On Quicken Upgrade Every ThreeBut they charge $75 on their site while Amazon charges $46.Then again, I just updated my Google Sheets spreadsheet and that was fine. They sent me emails offering 40 or 50% off a month ago. Another fail.I guess I may bite on Quicken. But I got to the end and I tried to add cash balance and there's no way to do it. I started putting in accounts from one brokerage. Dioses 2008 movieInvestoscope then reports the value of your shares and the cash position. (To be clear, I select the portfolio and > Transaction > Deposit). Yes it's necessary for tracking cost basis but Quicken just let you add holdings directly."No it doesn't", he says in his best Monty Python Argument Sketch voice.I'm not sure what specifically you did, but for me adding a deposit simply adds a cash position. Google won't disappear or anything but giving up privacy there.I did a deposit, thinking a deposit would add cash to the account.It added to the cost basis instead of putting it as a separate line item in the portfolio, as you would see when you log into a brokerage account where they list your positions and then the cash available.I think the whole idea of creating instruments and then "buying" the stock is kind of a PITA. ![]() When I tried to import, there were a lot of columns and the default for all the columns was "Don't Import" but you could select category names for each column. Otherwise, Fidelity downloaded a CSV file. Or a Bankivity account?This was for Fidelity account. There is no "free" option other than manual entry for any financial institution that does not offer free OFX access.I must admit I didn't study the other options besides Direct Download and Manual.Looks like DD requires setting up a Bankivity account and presumably you enter your bank logins under that Bankivity account.So you don't have to manually download OFX files and import into Bankivity? You otherwise store your bank logins with the BAnkivity app. I could either pay US Bank for their OFX access to automatically get those transactions into Banktivity (no fee paid to IGG), or pay IGG for Direct Access to do the same (fee paid to IGG, no fee paid to US Bank). Banktivity correctly recognized and displayed my options for all four financial institutions when I added the accounts. And there are more accounts and institutions to add - yes it's not a good idea to have so many accounts but I'm setting this up for my folks to map all the accounts they have opened over the years.Amazon has Quicken 2017 for Mac for $42 and change so I downloaded it.Converted my Quicken Essentials data file.Then I went to my credit union's site and exported QFX files for my savings and checking account."This FI is inactive, we cannot connect."So it's trying to connect but since I didn't have these accounts set up as automatic downloads (what they call Quicken Connect), Quicken doesn't have my login credentials and returns the error.Tried to find support but if you want an answer from them, you have to pay for enhanced support. So I'd go into the Inspector and rename the title of the accounts.Another thing is, there are a number of downloaded transactions which are tagged "Bill Pay" but they do not go into the "Payments" window at all.My recollection with Quicken is that it would group accounts by institution? Or maybe that's not right.I'm kind of tempted to buy Quicken since it has money-back guarantee, though it's a bit cheaper to download through Amazon than from Quicken.com directly.The Bankivity UI is okay but I've added about 15 accounts from 4 institutions so that left column is already getting busy and there's no separation between the accounts of different institutions. One of those was in fact an IRA.Plus it doesn't group them by institution. For instance 4 accounts from Fidelity were all called "Brokerage Account (xxxx)" with the last 4 digits of the account number. So I wouldn't be able to import all the columns from the Fidelity CSV download.And the import is a small modal dialog and I have to try to see what's in the columns in a little window.So I haven't tried Quicken but one thing that Bankivity does for downloaded accounts is that it assigns generic names. I had a question about that for Banktivity and IIRC the answer was that it's a different authentication channel that basically doesn't use 2FA.For what it's worth, I have a couple thoughts on signing in to my FIs through PFS:- Banktivity encrypts everything locally and in transit, so I feel pretty good about that.- I would feel somewhat less comfortable with Quicken, especially in a SaaS version. I have a lot of accounts set up for 2FA but when they're downloading transactions, there's no UI support for 2FA so I guess they're circumventing 2FA.I have a lot of accounts set up for 2FA but when they're downloading transactions, there's no UI support for 2FA so I guess they're circumventing 2FA.Pretty sure that's accurate. But they're going with annual subscriptions starting with Quicken 2018.I'm leery about giving them my login credentials. Quicken Connect, Direct Connect and Web Connect are all grayed out.I guess they've designed it this way so that when the Quicken Connect support for this version ends in 2020, you will have to buy a new version. I've imported OFX files from the same institution to Bankivity without any problems.Tried setting up a new account but if you don't enter your login credentials, you only get to create a Manual (manually updating) account. Instead I posted in their forum and another user said it's trying to connect to the institution.Supposedly, Quicken offers Quicken Connect, Direct Connect and Web Connect but the last one is what I tried and it doesn't work. And.When you add an account in Bankivity, it has some URL for the bank that is not the one you'd use to log on.So it must be a special interface that dispenses with 2FA.My thinking is, if the bank thought 2FA was important enough to implement for their customers, why go around it?I wonder if their liability changes if you use software that goes around 2FA.In any event, I'm organizing my parents' accounts, of which they have dozens, which is why I am bothering with personal finance software, to aggregate all their holdings in one place. And.- I use TT, so if they wanted to screw me over, they could do so with the information they already have. If they have good security, I'd probably be fine with it. But.- That's not entirely fair because I haven't bothered to check their security practices. There's no menu item for doing this, you have to select the accounts you want to group and use the right-click contextual menu.In Quicken, I don't see any way to group accounts together, so in fact, I assumed it would have a feature that it doesn't have, while Bankivity had it all along.Yeah paying for that access is my problem.If I can just download the OFX and QFX files manually and import, I'm fine with that. But I can group accounts from the same institutions together. So they appear as single rows on the left side bar, with generic fonts and no icons. My folks have multiple accounts at each of several institutions. At least for now.It's also ironic one of the reasons I got Quicken today was to organize the accounts view better. It can be manual-input intensive, since I'm not choosing to download my credit card transactions.I was ready to just keep it that way but if I end up paying for the Bankivity license, I might give it another crack at more automation.Anyways, I like that Bankivity doesn't force you to use their automatic connect services.
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