LessQuicken Converter allows you to convert Quicken files from an older release of Quicken.(formerly part of Intuit, Inc. On March 3, 2016, Intuit announced plans to sell Quicken to H.I.G. Capital terms of the sale were not disclosed.30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less. This category is assigned by Quicken. This is not from the CSV file. QFX files do not have categories.
Quicken 2016 Change The Category Series Exploring PopularAs I prepare to track my spending in 2017, I have to decide which tool to use.In the olden days, there weren't many options. Welcome to the final day of my mini series exploring popular personal-finance apps. And Quicken will use that choice next time you import.Today I'll talk about Quicken.And at the end of this article, I'll reveal how I've decided to track my money during 2017. Yesterday I compared Mint and Personal Capital. Rather than try every available app, I elected to take a look at four that seemed like good fits for me: Quicken, You Need a Budget, Personal Capital, and Mint.Earlier this week, I reviewed my experience with You Need a Budget. I was still maxing out my credit cards, still living paycheck to paycheck, and still wondering why I had suck rotten luck. That said, I have transactions in my Quicken datafile going back to 19 February 2004 — almost thirteen years ago!My records go back to when I was married to Kris and we were living in the small town where I grew up. I used it to track my descent into debt during the 1990s, although those files are exiled to inaccessible 3-1/2 inch floppy disks. So, my records are spotty. Then I used it again in 2011 and in 2013. I used the program religiously from October 2004 until April 2009, when I sold Get Rich Slowly. (That wouldn't happen until October of 2004.)I've tracked my income and expenses with Quicken intermittently during the past thirteen years. If an account becomes inactive, I'm able to hide it from view (without deleting data). I've been using the same accounts and same categories for thirteen years. I have a list of accounts and spending categories. (In fact, I just for fun I ran a net worth report on each year for which I have data!)I use the decade-old Quicken 2007 to do the following: Manual data entry helps me remain more aware of my habits. Automatic downloads are available but I don't use them. I enter transactions by hand. And because I was raised using checks, I prefer a check-register interface. Yes, I'm one of those old men who still uses checks now and then. From time to time, I do use other built-in features though, like the retirement calculator and the home inventory. I don't use the budgeting feature, although I might give it a go in 2017. And I like that Quicken downloads stock prices every day. I stuck with Quicken 2007 — warts and all. As a money nerd, I like this.Until yesterday, I hadn't upgraded my copy of Quicken in over a decade. Quicken 2007 is capable of producing dozens of different reports, all of which are customizable. Burnout paradise legendary cars pc downloadCompared to the older edition, the current version of Quicken looks much prettier. (I'd been worried.) And the new software was easy enough to figure out. Quicken 2017I'm pleased to report that it was quick and easy to copy my data from Quicken 2007 to Quicken 2017. I didn't feel like it was fair to review the current versions of Mint, Personal Capital, and YNAB against something a decade out of date! Let's see how the new version compares to the old. This is no small thing in fact, as you'll see, it's probably the biggest determining factor in which tool I use to track my money.Yesterday, however, I gave myself permission to upgrade to Quicken 2017. I know how to make it do the things I want it to do. The new version is prettier the old version is more powerful.Quicken 2017 does offer a few advantages over its elder sibling. It offers similar functionality to Mint (also owned by Intuit) and Personal Capital but lacks the advanced reporting tools, planning calculators, investment tracking, and home finance utilities — emergency records organizer, home inventory, etc. Quicken 2017 has far fewer features than Quicken 2007. (Very nice!)This simplicity comes at a price though. You could, for instance, scan in receipts for tax-related purchases and tag them to the appropriate transaction. You're able to add attachments to a transaction, which is very cool. (It's not unusual for me to have 5-6 windows open at a time in the old version.) This is far nicer than Quicken 2007, where everything has its own window. Because the interface is streamlined and pretty, everything is incorporated into a single window. Plus, recent transactions are listed at the top of the screen instead of the bottom of the screen.I know I'm going to sound like a grumpy old man here but I can't imagine entering data manually like this for an entire year. Now you have to click the “new” button every time you want to enter a transaction — and if you want to enter a description in the Memo field, you have to click yet another button. That doesn't work with the new version. For instance, Quicken 2017 is not designed for manual data entry.In the older version I'm accustomed to, it's possible to enter transaction after transaction after transaction without ever taking your hands from the keyboard. (And I like the feature that shows you a little bar indicating whether you're ahead or behind of projected spending for the month.)That said, there have been some changes that make things more difficult rather than less. It's nowhere near as good as You Need a Budget, of course, but it's usable. If I were starting from scratch (and didn't have a copy of Quicken 2007 already), I'd almost assuredly opt for You Need a Budget instead. But if I wanted to use the program I'd just purchased, I didn't have any option.The thing is, after using Quicken 2017 for a couple of days, I'm not sure I do want to keep it. I have had nightmare experiences with Intuit accounts — for months, I was charged for a QuickBooks Online account I had cancelled — and I didn't want to create one. Even though it's desktop software, you still have to create an Intuit account to use it. Who the hell needs to see a “spending cloud” report? What a pointless feature.I didn't like the registration process either. Now that they're set up, I don't have to do anything unless I want to. Here's why.Mint and Personal Capital are relatively passive. Decision 2017!So, after weeks of experimentation with four (well, five) different apps, how will I track my money in 2017? To be honest, I'm probably going to continue using all four money tools I tested. Just call me Grandpa J.D., I guess. But that's overhead I want and expect. But again: there's no overhead involved in continuing to use both of these.There is overhead if I choose to track transactions in Quicken and/or You Need a Budget. And if I don't like the info I get from Mint, I'll just stop using it. I've been doing that with Personal Capital for several years already, so that's nothing new. I suspect a likely scenario is this: I'll use Quicken 2007, just as I always have meanwhile, I'll pay for a year of YNAB and use it to get my spending habits in check.So, there you have it. As you can tell, I love having a decade of data in a desktop app, so I'm not yet ready to give up Quicken. I'm open to the idea of moving completely to YNAB, but I'm just not there yet. Each offers features the other doesn't. Plus there's something meditative and satisfying about balancing the books every week.Right now, I intend to use both You Need a Budget and Quicken 2007. ![]() That said, the hard work is now done. Choose Personal Capital if you like tracking your investments choose Mint if you're more interested in day-to-day spending.I know there are other apps out there, and I'm sad I didn't have enough time to try more of them during this process. If you don't intend to track your spending, then consider an app like Mint or Personal Capital to monitor your progress. If you need to track your transactions, YNAB is still a good choice, but I'd also encourage you to try Quicken. If you need to budget, You Need a Budget is the clear favorite. If you don't like the tool you're using — or if you don't yet have a tool — make a choice based on your needs. As readers suggest other apps to try, it'll be easy enough to add them to the mix.
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