Quicken Classic Deluxe 1-Year Subscription (Windows/Mac Key Card)

y2chen

Jan 28, 2025 01:04 AM

99 Posts

Joined Sep 2004

y2chenJan 28, 2025 01:04 AM

99 Posts

Same price at Walmart (sold by Newegg)
Deluxe: https://www.walmart.com/ip/Quicke...om=/search
Premier: https://www.walmart.com/ip/Quicke...om=/search
Business & Personal: https://www.walmart.com/ip/Quicke...om=/search

Okay, they're actually $0.06 more, but close enough.

1

DonV1962

Pro

Jan 28, 2025 04:01 AM

7,510 Posts

Joined May 2007

DonV1962

Pro

Jan 28, 2025 04:01 AM

7,510 Posts

I downgraded from Business to Deluxe and had no regrets as it does everything I need to keep track of a business. The few features that they added I never used anyway.

fab5friend

Jan 28, 2025 02:39 PM

85 Posts

Joined Mar 2008

fab5friendJan 28, 2025 02:39 PM

85 Posts

I bought the Deluxe on Sunday at this same price from newegg. I have used Premier for 20+ years but their prices have gone so high and lack of deals this year has me testing Deluxe for a year. The only feature I semi-used that won't be there is the Schedule D / cost basis tracking which I won't really miss. I have always used my brokerage calculations anyway so we'll see how it goes.

1

Sarisin48

Jan 28, 2025 02:48 PM

1,302 Posts

Joined Jun 2010

Sarisin48Jan 28, 2025 02:48 PM

1,302 Posts

I got the Classic subscription on the Amazon deal over the weekend. I spent 2 hours in a chat with support trying to get my bank (M&T) set up on my account. The agent escalated the issue, etc. you know the drill. Finally, they said there was nothing they could do, and I should go to my bank to sort it out. Can you imagine?

Anyway, as I just bought the subscription and had only one bank account and could not set it up, I asked for a refund. I was directed to a form to complete and send in with proof of purchase, etc. Now I am waiting for a paper check they say will take 1-2 months. I'm not very impressed with Quicken based on my first experience with them.

1

econ1

Jan 28, 2025 03:46 PM

20 Posts

Joined Mar 2014

econ1Jan 28, 2025 03:46 PM

20 Posts

Will this work for renewals? Or is this for new subscribers only?

the-press-box

Original Poster

Jan 28, 2025 04:01 PM

17,150 Posts

Joined Oct 2012

the-press-box

Original Poster

Jan 28, 2025 04:01 PM

17,150 Posts

Quote from econ1

:

Will this work for renewals? Or is this for new subscribers only?

Should work for renewals - this is different from the new subscriber deal that FP the other day

2

Sledger

Jan 28, 2025 04:38 PM

1 Posts

Joined Dec 2024

SledgerJan 28, 2025 04:38 PM

1 Posts

Our community has rated this post as helpful. If you agree, why not thank Sledger

Quote from Sarisin48

:

I got the Classic subscription on the Amazon deal over the weekend. I spent 2 hours in a chat with support trying to get my bank (M&T) set up on my account. The agent escalated the issue, etc. you know the drill. Finally, they said there was nothing they could do, and I should go to my bank to sort it out. Can you imagine?Anyway, as I just bought the subscription and had only one bank account and could not set it up, I asked for a refund. I was directed to a form to complete and send in with proof of purchase, etc. Now I am waiting for a paper check they say will take 1-2 months. I'm not very impressed with Quicken based on my first experience with them.

M&T bank's site says they support Quicken's Direct Connect feature (online banking) at a cost of $10/month. Shop around for other banks that do not charge for using Direct Connect. I'm using PNC bank, and it works fine and free.

3

Sarisin48

Jan 28, 2025 05:55 PM

1,302 Posts

Joined Jun 2010

Sarisin48Jan 28, 2025 05:55 PM

1,302 Posts

Quote from Sledger

:

M&T bank's site says they support Quicken's Direct Connect feature (online banking) at a cost of $10/month. Shop around for other banks that do not charge for using Direct Connect. I'm using PNC bank, and it works fine and free.

I appreciate the info. It's strange that in the two-hour chat with support that was even escalated they could not provide me with this. At any rate, I am a retired senior (76) with one bank account at M&T which my wife and I have had for years. I'm really not looking to change banks or open an account at a different bank. I'm glad I sent in the cancel and request a refund but thank you for your response.

DonV1962

Pro

Jan 28, 2025 06:15 PM

7,510 Posts

Joined May 2007

DonV1962

Pro

Jan 28, 2025 06:15 PM

7,510 Posts

Quote from Sarisin48

:

I appreciate the info. It's strange that in the two-hour chat with support that was even escalated they could not provide me with this. At any rate, I am a retired senior (76) with one bank account at M&T which my wife and I have had for years. I'm really not looking to change banks or open an account at a different bank. I'm glad I sent in the cancel and request a refund but thank you for your response.

Personally I'd change banks due to their greed in making money on something that most all financial institutions offer as a courtesy and free to customers. It is not like they do not make money from you. I have had probably 100 accounts in Quicken over the years and some were not supported as the institutions did not offer servers that did it but never had one to try to charge for it. It is bit slimy

Last edited by DonV1962 January 28, 2025 at 11:20 AM.

2

fab5friend

Jan 28, 2025 08:08 PM

85 Posts

Joined Mar 2008

fab5friendJan 28, 2025 08:08 PM

85 Posts

Quote from Sarisin48

:

I got the Classic subscription on the Amazon deal over the weekend. I spent 2 hours in a chat with support trying to get my bank (M&T) set up on my account. The agent escalated the issue, etc. you know the drill. Finally, they said there was nothing they could do, and I should go to my bank to sort it out. Can you imagine?

Whenever I have had problems accessing an account either thru quicken or directly to the bank's website it always seems to be a weekend. Try again during the week which has always worked for me. I assume the bank is doing maintenance on their system.

I don't have any experience with M&T but I would give it another try.

eric_cartman

Jan 28, 2025 08:39 PM

1,512 Posts

Joined Nov 2007

eric_cartmanJan 28, 2025 08:39 PM

1,512 Posts

Quote from Sarisin48

:

I appreciate the info. It's strange that in the two-hour chat with support that was even escalated they could not provide me with this. At any rate, I am a retired senior (76) with one bank account at M&T which my wife and I have had for years. I'm really not looking to change banks or open an account at a different bank. I'm glad I sent in the cancel and request a refund but thank you for your response.

For most companies you're dealing with off shore support people with no connection with the company. They're trained with the basics to just answer phones or chat and to get rid of you asap. So it doesn't surprise me in the least that they didn't know the details you speak of. I'm in my 60's and old enough to remember the days when you could pick up the phone for support and talk to someone who actually worked for the company and was knowledgeable.

Sarisin48

Jan 29, 2025 03:52 AM

1,302 Posts

Joined Jun 2010

Sarisin48Jan 29, 2025 03:52 AM

1,302 Posts

Quote from fab5friend

:

Whenever I have had problems accessing an account either thru quicken or directly to the bank's website it always seems to be a weekend. Try again during the week which has always worked for me. I assume the bank is doing maintenance on their system.

I don't have any experience with M&T but I would give it another try.

I bought the subscription Sunday and gave up after trying all of the various options under M&T Bank for the reason you mentioned. However, I tried at least another 12 times on Monday before I contacted Quicken support via chat. During the nearly two hours chat I tried each option again several times. To their credit they tried a lot of things and spent the time with me, but their suggestion to go to the bank and have them fix the problem was what put me off keeping the subscription.

Sarisin48

Jan 29, 2025 03:59 AM

1,302 Posts

Joined Jun 2010

Sarisin48Jan 29, 2025 03:59 AM

1,302 Posts

Quote from DonV1962

:

Personally I'd change banks due to their greed in making money on something that most all financial institutions offer as a courtesy and free to customers. It is not like they do not make money from you. I have had probably 100 accounts in Quicken over the years and some were not supported as the institutions did not offer servers that did it but never had one to try to charge for it. It is bit slimy

If I was younger and had not been with this bank (without any issues) for many years who is about one mile from my house, I might consider it. At this point as much as I would like to try out Quicken I don't think it will work for me. I didn't even know about the additional charge from the bank (that came from someone here, not from Quicken support). M&T Bank is not as big as banks like Chase, Citibank, Bank of America, etc., but they are fairly large here in the Northeast with about 1,000 branches. I thought there might be someone reading my post who went through setting up Quicken using M&T Bank. Thank you for your response.

DonV1962

Pro

Jan 29, 2025 04:18 AM

7,510 Posts

Joined May 2007

DonV1962

Pro

Jan 29, 2025 04:18 AM

7,510 Posts

Quote from fab5friend

:

Whenever I have had problems accessing an account either thru quicken or directly to the bank's website it always seems to be a weekend. Try again during the week which has always worked for me. I assume the bank is doing maintenance on their system.

I don't have any experience with M&T but I would give it another try.

M&T charges for Direct Connect.

1

ski522

Jan 29, 2025 10:40 AM

411 Posts

Joined Dec 2018

ski522Jan 29, 2025 10:40 AM

411 Posts

Quote from Sarisin48

:

If I was younger and had not been with this bank (without any issues) for many years who is about one mile from my house, I might consider it. At this point as much as I would like to try out Quicken I don't think it will work for me. I didn't even know about the additional charge from the bank (that came from someone here, not from Quicken support). M&T Bank is not as big as banks like Chase, Citibank, Bank of America, etc., but they are fairly large here in the Northeast with about 1,000 branches. I thought there might be someone reading my post who went through setting up Quicken using M&T Bank. Thank you for your response.

Are you able to do option 2 at the link below? I do that with a different bank—just download the Quicken QFX file and import it into Quicken. It's basically the same process, just with the extra step of downloading the file first before importing it, but it gets all my transactions without having to enter them manually.

https://www.mtb.com/faq/peoples-u...eb-connect

Quicken Classic Deluxe 1-Year Subscription (Windows/Mac Key Card)

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