Providian = no Quicken support. Suported by Fidelity Full View

My Providian Visas and my Sam's Club Business Discover are my only credit cards that have NO integration with Quicken 2006. I use the Providian cards every now and then so I can monitor my TransUnion FICO score on a monthly basis. I also have PaySmart on the Providians so I don't have to worry about paying new charges at the end of the month. A niggling thought is the possibility of fraudulent charges on the cards in months I don't actually use them. I wouldn't necessarily become aware of them till I actually received a paper bill.

Fidelity Full View comes to the rescue.

By adding the Providian Visas to my credit cards in Full View, I can see when there is activity on the cards without having to go to the Providian site and logging in.

Unfortunately, Full View only supports Sam's Club Personal Discover cards, and not the Business Discover.

Both Providian (now part of Washington Mutual) and Business Discover are promising Quicken 2006 support "in the future."

In fact, I have all my Web Connect cards, like MBNA/BofA, enrolled in Full View so I can see when activity occurs on them.

Of course, if they supported Direct Connect, Full View would not be necessary.

Bob

Reply to
Bob Wang
Loading thread data ...

Full view is nice, and shows far more things than Quicken does, ranging from frequent flier points to insurance policies, as well as financial data. If full view let you download with direct connect, that would be even nicer, but it could not work unless you told Quicken that the account in Question was a Fidelity account. They could not do it with web connect either, since Intuit crippled it for any institution that does not pay them.

The disadvantage of full view is that there are some accounts that it will not support. I have some mutual funds that will not work with full view. They won't "work" with Quicken either, but I still have the option of putting them in Quicken manually. Since Full View does not have an option to list securities manually, the overview of your financial picture could end up skewed compared to Quicken, assuming you update Quicken using whatever means it allows for a given account. With Quicken, it does not matter if you have some of your securities in the form of paper certificates, in which case there is nothing to download and no FI, but you can always type it in.

What I like about Full View is that I can go there and see everything without having to run one step update, and then going to individual websites to catch up on whatever needs web connect. It's all there at once. But if not all your accounts end up there, that's a consideration. In my case, it's off by about $85,000. That's not a big problem for me, but it could be a major problem for others. And of course, Full View has only Investment and banking type accounts. If you have a few million dollars in real estate holdings, you can put that in Quicken, as well as any mortgages, etc, and get a more realistic picture of your finances and net worth.

Reply to
Wai Doan Hsu

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.