so who will buy Quicken and what is our future

I don't know what you want to do, but I'll tell you what I do:

As each transaction is charged to my credit card, I enter it into Quicken, to the credit card account, with the appropriate category. This is way before the bill appears.

-------------------------------------------------------------------------------- Likewise...using the SPLIT feature when called for.

You're welcome. Glad to help.

I use credit cards a lot, and having Quicken Accounts for them make my life much easier. Reconciling the bill takes me only a couple of seconds.

You have two choices. You can treat your credit card as a single payee and do a split transaction for the payment to the credit card company, with each split getting the appropriate tax category assigned. If you use Quicken bill pay, you do this when the transaction is entered for payment in Quicken. If you don't, you can wait until the transaction is downloaded and enter the splits at that time.

Or

You can create a credit card account in Quicken. Each credit card transaction is separately entered with it's own category. Payments to the credit card company are transfers and do not get tax categories assigned.

I guess I will stay with Quicken as long as possible.

Thanks for the suggestions.

Getting back on topic (Credit card splits weren't this thread folks; you'd be better off starting a new thread so at least people can see the title if they wish to search for similar problems...but I digress....)

One might not have heard that MINT is getting some serious push back from some of the larger FIs. Several articles I've read lately point to this (I hope this hasn't been shared in this NG before, and if so, I apologize).

Here's a link of annoyance posts....

Problem seems to be that the banks are not so eager to let their customer data be swept up so easily by Mint (and I suppose other online aggregators) since they're losing some valid analytics in the process of allowing the aggregators access to their customers data.

Another reason to try to hold onto a desktop program like Quicken that at least WE have control of our data and can do with it what we wish with local built-in tools that Quicken has....

Intuit has always had a bad business model. Did you know they offer 2 Professional Tax Software platforms? Lacerte & ProSeries. They both do the exact same thing. I prefer Lacerte. Now we have Mint & Quicken. QBooks seems to be their only stand alone product even though there are many versions of QB that do basically the same thing depending on the complexity of the business.

Getting back on topic (Credit card splits weren't this thread folks; you'd be better off starting a new thread so at least people can see the title if they wish to search for similar problems...but I digress....)

One might not have heard that MINT is getting some serious push back from some of the larger FIs. Several articles I've read lately point to this (I hope this hasn't been shared in this NG before, and if so, I apologize).

I am repeating myself, but when Quicken goes ART*, I will investigate Quick Books, I need to know if it can do a "one step update" or something similar. Updating stock prices would be nice too.

QB does not handle stock portfolios.

I am repeating myself, but when Quicken goes ART*, I will investigate Quick Books, I need to know if it can do a "one step update" or something similar. Updating stock prices would be nice too.

Thanks Scott.

Now I am thinking about

1. Finding a program that handles stock portfolios, including price updates over the internet.

1. Using Quickbooks to handle everything else.

Does Quickbooks have a one step update for credit cards, checking, and so forth?

Take a look at Fund Manager for managing stock portfolios. I've been a user for years and no longer use Quicken for investments. Fund Manager does not do retail banking or credit cards or loans, they specialize in investments only. In my opinion they do a great job with that.

Hmm, in the highlights it claims you can ... - Import from Quicken, Money, or text.

Can it read a QDF file and extract all the investment transactions?

I'd also like to know if it has the types of tools that Quicken does for planning, especially asset allocation rebalancing tools. For that, it would need to understand asset classes and the like as does Q.

Thanks!

I'd also like to know if it has the types of tools that Quicken does for planning, especially asset allocation rebalancing tools. For that, it would need to understand asset classes and the like as does Q.

Thanks!

"QB would be overkill."

Concur

As many have stated the one step download is the main reason many of us use quicken. If it goes away what alternatives exist other than manually entering transactions one at a time.

I have too many transactions. Manually entering transactions one at a time is not a realistic option. Is there another option?

As many have stated the one step download is the main reason many of us use quicken. If it goes away what alternatives exist other than manually entering transactions one at a time.

I have too many transactions. Manually entering transactions one at a time is not a realistic option. Is there another option?

"Sharx35" wrote in news:n2g0j1$m6$ snipped-for-privacy@dont-email.me:

To me, entering the transactions is not the issue. I currently download transactions for eleven accounts from six separate financial institutions. If I had to logon to each institution's web site to see what transactions had been posted, it would take me a lot more than 10 minutes.

"Sharx35" wrote in news:n2g0j1$m6$ snipped-for-privacy@dont-email.me:

To me, entering the transactions is not the issue. I currently download transactions for eleven accounts from six separate financial institutions. If I had to logon to each institution's web site to see what transactions had been posted, it would take me a lot more than 10 minutes.

-------------------------------------------------------------------------------- Why does anyone who isn't Warren Buffet HAVE to deal with so many financial institutions? I have a 7 figure net worth and have consolidated by holdings down to 3, soon to be TWO, institutions.

"Sharx35" wrote in news:n2h7cm$v9e$ snipped-for-privacy@dont-email.me:

- American Express - Primary charge card. I chose the one with 0 annual fees and decent cash back policy

- Wells Fargo - Checking, Savings & Visa (some merchants don't take Amex)

- Fidelity - Retirement Funds - IRA, Roth IRA

- Prudential -- 401(k) for my current employer

- Merrill Lynch - Brokerage account - My employer does not allow me to set this up under Fidelity or else I would.

- Amazon Store Card (I buy a lot of stuff from Amazon and this is a great deal)