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house kitten 6,899 September 9, 2015 at 07:03 PM in Finance (11) More Best Buy Deals
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Last Edited by house kitten September 9, 2015 at 07:18 PM
I need to move on. I have been using quicken to keep track of my bank accounts. It has not been able to download data from my bank and financial institutions. Is there a free or cheap option out there? I bought a new computer and refuse to install quicken on it. Suggestions?

Budgetng is not the reason for the software so if it does not do budgeting it is ok. Looking to be able to view all accounts in one program.
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#2
The first question I'd ask is why do you refuse to install quicken? Is it because it wasn't able to download data from your bank accounts, or is there another reason you don't want to use it?
If it's solely because it wasn't downloading from your banks, have you checked with your banks to see if they support downloading into quicken? It could be something simple like a setting was setup incorrectly that could be corrected.
If there's another reason, then the best source to find out other options is going to be your financial institutions to see first if they support downloading data to any external programs at all, and if so, which programs they support.

Depending on your particular mix of financial institutions, it may not be possible to download data from all of them, or there may not be 1 single program that they all support.
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#3
thanks. I did check with my bank and they do support quicken. it is something with quicken and if you google it you will see. The other reason is that after a few years quicken forces you to upgrade which may be my problem as the home and business version I use is 2010. I am sure they would love to sell me a 2015.

btw not only did I check with my local bank I have accounts with usaa, hsa administrators, fidelity, tdameritrade, vanguard, etc. None work.
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#4
Quote from Silvas View Post :
The first question I'd ask is why do you refuse to install quicken? Is it because it wasn't able to download data from your bank accounts, or is there another reason you don't want to use it?
If it's solely because it wasn't downloading from your banks, have you checked with your banks to see if they support downloading into quicken? It could be something simple like a setting was setup incorrectly that could be corrected.
If there's another reason, then the best source to find out other options is going to be your financial institutions to see first if they support downloading data to any external programs at all, and if so, which programs they support.

Depending on your particular mix of financial institutions, it may not be possible to download data from all of them, or there may not be 1 single program that they all support.
It did work until the beginning of 2015. Sounds fishy to me and therefore not wishing to continue with quicken.
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#5
Quote from house kitten View Post :
It did work until the beginning of 2015. Sounds fishy to me and therefore not wishing to continue with quicken.
Most likely quicken updated the download protocol and it's not backward compatible with older versions. Financial institutions are of course going to update to the newest protocol version because if they don't, nobody can use the newer versions. It may or may not be possible to run both, so they may not have much choice but to break older versions.

Unfortunately there really isn't much out there in the way of personal finance software that has the ability to download from financial institutions. It was a big thing for awhile and then that feature just seemed to lose popularity with the masses, and most of the offerings dried up. Hence one of the reasons MS Money went away. I'm not sure there is anything out there other than quicken with this functionality anymore. There are online services like mint, but though it's free, I'm not particularly enamored with the idea of putting in my banking credentials into Mint's servers and having to disable my 2 factor authentication so that mint can pull data from my bank accounts.
I don't care if the data is encrypted, or they claim that their security is good - all it takes is once for someone to find a vulnerability that lets them get at that data in an unencrypted format.

After a quick look, it does appear there are other programs that can import files exported from your financial institutions (quicken format or CSV) but I can't determine if any of them can automatically connect to your financial institutions and download those for you. Several of them seem to be ones that you would have to manually login to your online accounts and export those files, then import them into the software.

Edit: It looks like Quicken did indeed kill the ability to download transactions on older versions. From https://quicken.intuit.com/suppor...82218.html -
Quicken products contain online services which include: downloading your transactions and balances from your bank; downloading stock quotes and news headlines; updating portfolio information; online bill pay; and live support. We do our best to let you know in advance when these services are no longer available for your version, including on product packaging, mail or e-mail notifications, in-product notifications and on our website.

If you are currently using an older version of Quicken and do not need live support or services, your product will continue to work -- no upgrade necessary. In order to enjoy the full power of Quicken and maintain uninterrupted access to your services, you will need to upgrade to a current version of Quicken. Also note that we do not provide any software updates or patches, including security patches, to discontinued products.

Quicken 2012, Quicken Mac 2005, Quicken Essentials for Mac April 30, 2015
Quicken 2013 April 30, 2016
Quicken 2014 April 30, 2017
Quicken 2015 Windows and Mac April 30, 2018

The following services will be discontinued:

Online bill pay
Downloading financial data from your bank, credit union, credit card, brokerage, 401(k) or mutual fund accounts
Downloading stock quotes, news headlines and other financial information into Quicken
Uploading portfolio information from Quicken to Quicken.com
Live Support
Software patches and updates
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Last edited by Silvas September 10, 2015 at 04:21 PM
#6
If you're willing to use an online aggregator I'd recommend Personal Capital especially if you have investments and are planning for retirement. Their free tools are great. They are investment advisers but I (personally) would not recommend their services. I just use their free tools. There is no obligation of any kind and you don't see all the ads you see with Mint.

Here is a pretty good review comparing and contrasting Personal Capital with Mint.

http://www.debtroundup.com/mint-v...ce-battle/
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#7
Welp there ya go, pretty easy answer. My 2014 has been nagging me to upgrade.... but I don't use any financial institution integration at all. I essentially use it as an electronic checkbook with forecasting.
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#8
Quicken for some tine has come with a 3 year window on downloading of quotes\financial data from online. After that it simply will not download anymore and you are forced to either live without download capability or buy the latest version. If you have the 2010 version, then you are outta luck. While I understand the contempt for this pseudo-subscription nonsense, it is what it is so to speak and usually you can find a deal prior to the 3 year expiration that minimizes the upgrade cost. The last time i upgraded for instance was in 2014 when Amazon had a deal wherein they had Quicken and Turbo Tax for something like $35. Kept the Quicken, sold the TurboTax on Ebay and essentially broke even give or take a few dollars. Worst case you can go on Ebay and look for a deal from someone looking to sell a year old copy.
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Last edited by YanksIn2009 September 10, 2015 at 10:09 PM
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