Quicken 2019 and forward

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RickBoglehead
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Re: Quicken 2019 and forward

Post by RickBoglehead » Sun Dec 01, 2019 2:47 pm

TomatoTomahto wrote:
Sun Dec 01, 2019 2:38 pm
I use Premier, mostly because I have many investments and accounts.
I use Deluxe, and have many investments and accounts. Just like with TurboTax, the marketing of these products is very misleading. The only differences between Deluxe and Premier are Quicken BillPay (which I never used and wouldn't use) and "premier" support.
Avid user of forums on variety of interests-financial, home brewing, F-150, PHEV, home repair, etc. Enjoy learning & passing on knowledge. It's PRINCIPAL, not PRINCIPLE. I ADVISE you to seek ADVICE.

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TomatoTomahto
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Re: Quicken 2019 and forward

Post by TomatoTomahto » Sun Dec 01, 2019 2:56 pm

RickBoglehead wrote:
Sun Dec 01, 2019 2:47 pm
TomatoTomahto wrote:
Sun Dec 01, 2019 2:38 pm
I use Premier, mostly because I have many investments and accounts.
I use Deluxe, and have many investments and accounts. Just like with TurboTax, the marketing of these products is very misleading. The only differences between Deluxe and Premier are Quicken BillPay (which I never used and wouldn't use) and "premier" support.
Now that you mention it, I don’t use BillPay, so I probably bought Deluxe.
Okay, I get it; I won't be political or controversial. The Earth is flat.

Lastrun
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Re: Quicken 2019 and forward

Post by Lastrun » Sun Dec 01, 2019 3:56 pm

TomatoTomahto wrote:
Sun Dec 01, 2019 2:56 pm
RickBoglehead wrote:
Sun Dec 01, 2019 2:47 pm
TomatoTomahto wrote:
Sun Dec 01, 2019 2:38 pm
I use Premier, mostly because I have many investments and accounts.
I use Deluxe, and have many investments and accounts. Just like with TurboTax, the marketing of these products is very misleading. The only differences between Deluxe and Premier are Quicken BillPay (which I never used and wouldn't use) and "premier" support.
Now that you mention it, I don’t use BillPay, so I probably bought Deluxe.
I just migrated from MS Money Sunset Edition to Deluxe. I think the only meaningful differences I saw where Billpay, support and Morningstar X-Ray on the Premier versus Deluxe. The new Deluxe edition seems adequate for me, I have several checking accounts and H&W taxable accounts, 401Ks, and Roths.

I was starting to worry with MS Money that one more Windows upgrade and I would be out of luck. I am starting to worry about these platforms as I see the young folk, who are not privacy freaks, are using Mint, Personal Capital and others. I worry about abandonment with these older school platforms like GNUCash, MoneyDance and Quicken--how long will they be around? I figured Quicken will last the longest, but of course that is a guess.

I also don't mind manual entry as I don't write a lot of checks, and it is sort of relaxing to me-paint by numbers.

michaeljc70
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Re: Quicken 2019 and forward

Post by michaeljc70 » Sun Dec 01, 2019 4:10 pm

rivercrosser wrote:
Sun Dec 01, 2019 11:59 am
While on the subject of Quicken. Amazon has Quicken deluxe for 14 months @ 29.99 right now. You have to be within 6 months of your expiration or a new user. Mine runs out in February so I probably add on 14 months. I used to upgrade every year with the Quicken/TurboTax offer but this is not a bad deal.
I have Deluxe 2017 which I believe loses download capabilities in April. So, I can buy this and start it in April and still get 14 months?

ShadowRegent
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Re: Quicken 2019 and forward

Post by ShadowRegent » Sun Dec 01, 2019 4:18 pm

michaeljc70 wrote:
Sun Dec 01, 2019 4:10 pm
rivercrosser wrote:
Sun Dec 01, 2019 11:59 am
While on the subject of Quicken. Amazon has Quicken deluxe for 14 months @ 29.99 right now. You have to be within 6 months of your expiration or a new user. Mine runs out in February so I probably add on 14 months. I used to upgrade every year with the Quicken/TurboTax offer but this is not a bad deal.
I have Deluxe 2017 which I believe loses download capabilities in April. So, I can buy this and start it in April and still get 14 months?
No, because 2017 wasn't a subscription product. That started in 2018. The clock will start running once you redeem the code, but you'll get the new version (and any updates released while you have the subscription).

557880yvi
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Re: Quicken 2019 and forward

Post by 557880yvi » Sun Dec 01, 2019 5:56 pm

Had been a long-time Quicken user until I got sick of all the errors and bugs and gave up using it about 5 years ago. But recently realized it is very useful to find old transactions rather than digging through file boxes in the basement. Coincidental that this post appeared today so I googled Quicken 2020 and they are offering Deluxe for $29.99/$59.99 1/2 yr subscription. If it works better than the old downloaded/CD versions this is not too expensive.

Here is the link to buy: https://www.quicken.com/compare
Last edited by 557880yvi on Sun Dec 01, 2019 6:23 pm, edited 1 time in total.

rivercrosser
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Re: Quicken 2019 and forward

Post by rivercrosser » Sun Dec 01, 2019 6:04 pm

RickBoglehead wrote:
Sun Dec 01, 2019 2:47 pm
TomatoTomahto wrote:
Sun Dec 01, 2019 2:38 pm
I use Premier, mostly because I have many investments and accounts.
I use Deluxe, and have many investments and accounts. Just like with TurboTax, the marketing of these products is very misleading. The only differences between Deluxe and Premier are Quicken BillPay (which I never used and wouldn't use) and "premier" support.
I've never used Premier either , just deluxe. I don't use Quickens billpay. I use the bill pay from my bank but from within Quicken with direct connect to pay bills. If the bank can't send it electronically they mail a paper check. I do it all from Quicken. Doesn't cost me a penny. Like you said it tracks investments just fine also.

ShadowRegent
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Re: Quicken 2019 and forward

Post by ShadowRegent » Sun Dec 01, 2019 6:33 pm

557880yvi wrote:
Sun Dec 01, 2019 5:56 pm
Had been a long-time Quicken user until I got sick of all the errors and bugs and gave up using it about 5 years ago. But recently realized it is very useful to find old transactions rather than digging through file boxes in the basement. Coincidental that this post appeared today so I googled Quicken 2020 and they are offering Deluxe for $29.99/$59.99 1/2 yr subscription. If it works better than the old downloaded/CD versions this is not too expensive.

Here is the link to buy: https://www.quicken.com/compare
You can also get 14 months of Deluxe for $29.99 on Amazon right now which is a slightly better deal.

gtd98765
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Re: Quicken 2019 and forward

Post by gtd98765 » Sun Dec 01, 2019 8:59 pm

michaeljc70 wrote:
Sun Dec 01, 2019 4:10 pm
rivercrosser wrote:
Sun Dec 01, 2019 11:59 am
While on the subject of Quicken. Amazon has Quicken deluxe for 14 months @ 29.99 right now. You have to be within 6 months of your expiration or a new user. Mine runs out in February so I probably add on 14 months. I used to upgrade every year with the Quicken/TurboTax offer but this is not a bad deal.
I have Deluxe 2017 which I believe loses download capabilities in April. So, I can buy this and start it in April and still get 14 months?
That is my interpretation. I am also a 2017 user, and just purchased the 14 month subscription off of Amazon for $30. I also intend to install the program next spring. I'll know then whether my interpreatation was correct.

acegolfer
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Re: Quicken 2019 and forward

Post by acegolfer » Mon Dec 02, 2019 7:45 am

Lastrun wrote:
Sun Dec 01, 2019 3:56 pm

I was starting to worry with MS Money that one more Windows upgrade and I would be out of luck. I am starting to worry about these platforms as I see the young folk, who are not privacy freaks, are using Mint, Personal Capital and others. I worry about abandonment with these older school platforms like GNUCash, MoneyDance and Quicken--how long will they be around? I figured Quicken will last the longest, but of course that is a guess.

I also don't mind manual entry as I don't write a lot of checks, and it is sort of relaxing to me-paint by numbers.
Similar here. I don't like the possibility that my 20+ yrs of transaction data will not be accessible after app shut down. So I moved all the data to a spreadsheet. Granted, there's no auto-update but my banks allow CSV export so I don't have to manually enter.

Grasshopper
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Re: Quicken 2019 and forward

Post by Grasshopper » Mon Dec 02, 2019 8:15 am

Just to clarify you can buy all the subscriptions you want, you only can add them 6 months before you expire. If you buy from Amazon they have your digital order on file, just but it on your calendar to activate at 6 months before your subscription expires,

SimonJester
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Re: Quicken 2019 and forward

Post by SimonJester » Mon Dec 02, 2019 12:22 pm

Grasshopper wrote:
Mon Dec 02, 2019 8:15 am
Just to clarify you can buy all the subscriptions you want, you only can add them 6 months before you expire. If you buy from Amazon they have your digital order on file, just but it on your calendar to activate at 6 months before your subscription expires,
Just be aware the aciviation codes expire after 24 months from release. Example Quicken 2019 retail codes will expire 12/31/2020, ect...
"They who can give up essential liberty to obtain a little temporary safety, deserve neither liberty nor safety." - Benjamin Franklin

LSLover
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Re: Quicken 2019 and forward

Post by LSLover » Mon Dec 02, 2019 1:38 pm

SimonJester wrote:
Mon Dec 02, 2019 12:22 pm
Grasshopper wrote:
Mon Dec 02, 2019 8:15 am
Just to clarify you can buy all the subscriptions you want, you only can add them 6 months before you expire. If you buy from Amazon they have your digital order on file, just but it on your calendar to activate at 6 months before your subscription expires,
Just be aware the aciviation codes expire after 24 months from release. Example Quicken 2019 retail codes will expire 12/31/2020, ect...
Can you provide a link for that?

ShadowRegent
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Re: Quicken 2019 and forward

Post by ShadowRegent » Mon Dec 02, 2019 1:40 pm

LSLover wrote:
Mon Dec 02, 2019 1:38 pm
SimonJester wrote:
Mon Dec 02, 2019 12:22 pm
Grasshopper wrote:
Mon Dec 02, 2019 8:15 am
Just to clarify you can buy all the subscriptions you want, you only can add them 6 months before you expire. If you buy from Amazon they have your digital order on file, just but it on your calendar to activate at 6 months before your subscription expires,
Just be aware the aciviation codes expire after 24 months from release. Example Quicken 2019 retail codes will expire 12/31/2020, ect...
Can you provide a link for that?
https://www.quicken.com/support/quicken ... rship-faqs -- " Retail purchases: Activation codes expire 24 months after being generated."

SimonJester
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Re: Quicken 2019 and forward

Post by SimonJester » Mon Dec 02, 2019 2:35 pm

ShadowRegent wrote:
Mon Dec 02, 2019 1:40 pm
LSLover wrote:
Mon Dec 02, 2019 1:38 pm
SimonJester wrote:
Mon Dec 02, 2019 12:22 pm
Grasshopper wrote:
Mon Dec 02, 2019 8:15 am
Just to clarify you can buy all the subscriptions you want, you only can add them 6 months before you expire. If you buy from Amazon they have your digital order on file, just but it on your calendar to activate at 6 months before your subscription expires,
Just be aware the activation codes expire after 24 months from release. Example Quicken 2019 retail codes will expire 12/31/2020, ect...
Can you provide a link for that?
https://www.quicken.com/support/quicken ... rship-faqs -- " Retail purchases: Activation codes expire 24 months after being generated."
If you have a retail box, look at the back of the box in small print on the bottom, it will list the activation code expiration date.
"They who can give up essential liberty to obtain a little temporary safety, deserve neither liberty nor safety." - Benjamin Franklin

Gryphon
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Re: Quicken 2019 and forward

Post by Gryphon » Mon Dec 02, 2019 3:58 pm

SimonJester wrote:
Mon Dec 02, 2019 2:35 pm
If you have a retail box, look at the back of the box in small print on the bottom, it will list the activation code expiration date.
If you're buying a subscription code from Amazon there's no box, just an email with the code.

Rather than buying several all at once, I'd suggest starting with just one to see how long it's good for, then buying more if they can be used before they expire.

SimonJester
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Re: Quicken 2019 and forward

Post by SimonJester » Mon Dec 02, 2019 6:00 pm

Gryphon wrote:
Mon Dec 02, 2019 3:58 pm
SimonJester wrote:
Mon Dec 02, 2019 2:35 pm
If you have a retail box, look at the back of the box in small print on the bottom, it will list the activation code expiration date.
If you're buying a subscription code from Amazon there's no box, just an email with the code.

Rather than buying several all at once, I'd suggest starting with just one to see how long it's good for, then buying more if they can be used before they expire.
Good point, you can buy either the disc or download only from Amazon. My last purchase was the disc. For the download code I would assume your activation code would then be good for 24 months from the date your purchase from Amazon.
"They who can give up essential liberty to obtain a little temporary safety, deserve neither liberty nor safety." - Benjamin Franklin

Grasshopper
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Re: Quicken 2019 and forward

Post by Grasshopper » Tue Dec 03, 2019 9:08 am

Quicken changes policy like I change socks. When the subscriber model first came on board you could load more than one subscription at a time.
as shown in my Quicken report

8/14/1995 through 12/3/2019

Date Account Num Description Memo Category Tag Clr Amount

2/8/2018 CapOne 0771 Quicken QUICKEN INC Invest Exp c -47.73
2/10/2018 CapOne 0771 Quicken QUICKEN INC Invest Exp c -31.82

How about the fiasco where they were giving a year free and than dialed it back to I think 3 months extended. My last subscription expires July 2021 so I don't worry about any 2 year limit. I will just buy it on sale when I see it. Hey after they were sold I didn't think the product would last this long and improve so much.

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J G Bankerton
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Re: Quicken 2019 and forward

Post by J G Bankerton » Fri Dec 06, 2019 9:35 am

rivercrosser wrote:
Sun Dec 01, 2019 11:59 am
While on the subject of Quicken. Amazon has Quicken deluxe for 14 months @ 29.99 right now. You have to be within 6 months of your expiration or a new user. Mine runs out in February so I probably add on 14 months. I used to upgrade every year with the Quicken/TurboTax offer but this is not a bad deal.
I have been using Quicken Premier 2016 and it was due to expire. I really wanted to dump Quicken and tried several ways to do so. I even paid $40 for a never expires Money Dance; none were user friendly. Still I wan not going to pay $80 a year for Quicken.

I found several Flee Bay sellers offering Quicken 2019 on a CD for under $20. I took a chance and ordered a copy. The CD came and it was an open box 14 month Amazon "exclusive" version. I installed it on my test computer and it works; I got 14 more months of Quicken. 2019 is 99% the same as my 2016. In fact my 2016 renewed when I signed on with that version.

I then tried to "update" my 2016 to 2019 and all heck broke lose. It would not work and shutdown. I noticed in the brief time it was on the screen that the business copy was installed. There is only one download copy available. I uninstalled 2019 and still it would not work; I had to manually remove all the old files hiding in various pleases and finally 2019 worked.

2019 has 99.9% of the same bugs as my 2016 but I'm used to those bugs. $19 for 14 months is OK for what Quicken does but that is my limit.
CrazyCatLady wrote:
Sun Dec 01, 2019 2:28 pm
Can I get away with the starter or is it worth the extra money for one of the other versions?
"Starter" will become read only if one does not pay the yearly "ransom".

Silk McCue
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Re: Quicken 2019 and forward

Post by Silk McCue » Fri Dec 06, 2019 9:50 am

J G Bankerton wrote:
Fri Dec 06, 2019 9:35 am
...
2019 has 99.9% of the same bugs as my 2016 but I'm used to those bugs. $19 for 14 months is OK for what Quicken does but that is my limit.
I have been using Quicken for a couple of decades and I can't concur with you regarding the same number of bugs as 2016. Over the past three or so years a tremendous amount of work has been done by the new owners on making improvements and resolving bug fixes. The product is clearly superior to what 2016 was.

You may have your issues but I don't want others to read that and take it as accurate for everyone.

Cheers

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J G Bankerton
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Re: Quicken 2019 and forward

Post by J G Bankerton » Fri Dec 06, 2019 10:05 am

RickBoglehead wrote:
Sun Dec 01, 2019 2:47 pm
I use Deluxe, and have many investments and accounts.
That is good to know; Quicken leads one to believe that Premier is required for tracking investments.
Silk McCue wrote:
Fri Dec 06, 2019 9:50 am

You may have your issues but I don't want others to read that and take it as accurate for everyone.
My review was honest without any hidden agendas; "cheers".

michaeljc70
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Re: Quicken 2019 and forward

Post by michaeljc70 » Fri Dec 06, 2019 10:07 am

J G Bankerton wrote:
Fri Dec 06, 2019 9:35 am
rivercrosser wrote:
Sun Dec 01, 2019 11:59 am
While on the subject of Quicken. Amazon has Quicken deluxe for 14 months @ 29.99 right now. You have to be within 6 months of your expiration or a new user. Mine runs out in February so I probably add on 14 months. I used to upgrade every year with the Quicken/TurboTax offer but this is not a bad deal.
I have been using Quicken Premier 2016 and it was due to expire. I really wanted to dump Quicken and tried several ways to do so. I even paid $40 for a never expires Money Dance; none were user friendly. Still I wan not going to pay $80 a year for Quicken.

I found several Flee Bay sellers offering Quicken 2019 on a CD for under $20. I took a chance and ordered a copy. The CD came and it was an open box 14 month Amazon "exclusive" version. I installed it on my test computer and it works; I got 14 more months of Quicken. 2019 is 99% the same as my 2016. In fact my 2016 renewed when I signed on with that version.

I then tried to "update" my 2016 to 2019 and all heck broke lose. It would not work and shutdown. I noticed in the brief time it was on the screen that the business copy was installed. There is only one download copy available. I uninstalled 2019 and still it would not work; I had to manually remove all the old files hiding in various pleases and finally 2019 worked.

2019 has 99.9% of the same bugs as my 2016 but I'm used to those bugs. $19 for 14 months is OK for what Quicken does but that is my limit.
CrazyCatLady wrote:
Sun Dec 01, 2019 2:28 pm
Can I get away with the starter or is it worth the extra money for one of the other versions?
"Starter" will become read only if one does not pay the yearly "ransom".
$30 for 14 months = $26 per year. Though I hate subscriptions I can live with that. It is worth $2 a month to me. I use Quicken almost daily and have 20+ years of data in there.

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RickBoglehead
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Re: Quicken 2019 and forward

Post by RickBoglehead » Fri Dec 06, 2019 10:09 am

J G Bankerton wrote:
Fri Dec 06, 2019 9:35 am
I then tried to "update" my 2016 to 2019 and all heck broke lose. It would not work and shutdown.
In 2016 the subscription model did not exist. When you install the new Quicken, there are specific instructions to remove the old program FIRST. There is even a utility to remove all the components on the Quicken site.
Avid user of forums on variety of interests-financial, home brewing, F-150, PHEV, home repair, etc. Enjoy learning & passing on knowledge. It's PRINCIPAL, not PRINCIPLE. I ADVISE you to seek ADVICE.

Silk McCue
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Re: Quicken 2019 and forward

Post by Silk McCue » Fri Dec 06, 2019 10:16 am

J G Bankerton wrote:
Fri Dec 06, 2019 10:05 am
Silk McCue wrote:
Fri Dec 06, 2019 9:50 am

You may have your issues but I don't want others to read that and take it as accurate for everyone.
My review was honest without any hidden agendas; "cheers".
No need to be offended - I didn't say anything about dishonest or hidden agendas.

Cheers

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abuss368
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Re: Quicken 2019 and forward

Post by abuss368 » Fri Dec 06, 2019 10:23 am

I have never found Quicken (or any other personal finance software) do show things exactly as I had wanted. It was always frustrating.
John C. Bogle - Two Fund Portfolio: Total Stock & Total Bond. "Simplicity is the master key to financial success."

michaeljc70
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Re: Quicken 2019 and forward

Post by michaeljc70 » Fri Dec 06, 2019 10:30 am

abuss368 wrote:
Fri Dec 06, 2019 10:23 am
I have never found Quicken (or any other personal finance software) do show things exactly as I had wanted. It was always frustrating.
It has its limitations....but you can export data/reports and alter them in Excel. I have mine setup pretty much the way I want it. I have honed the categories/sub-categories over the decades and use category groups for reporting. The reporting is weak for doing comparisons. I wish I could write my own reports - even if that was an additional module you had to buy. There have been few enhancements to reports over the last 15 years.

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abuss368
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Re: Quicken 2019 and forward

Post by abuss368 » Fri Dec 06, 2019 10:42 am

michaeljc70 wrote:
Fri Dec 06, 2019 10:30 am
abuss368 wrote:
Fri Dec 06, 2019 10:23 am
I have never found Quicken (or any other personal finance software) do show things exactly as I had wanted. It was always frustrating.
It has its limitations....but you can export data/reports and alter them in Excel. I have mine setup pretty much the way I want it. I have honed the categories/sub-categories over the decades and use category groups for reporting. The reporting is weak for doing comparisons. I wish I could write my own reports - even if that was an additional module you had to buy. There have been few enhancements to reports over the last 15 years.
Exactly. That is why after using for almost a decade, we stopped cold over 10 years ago and never had a need. Have totally tried to simplified everything in both our financial and non-financial life.
John C. Bogle - Two Fund Portfolio: Total Stock & Total Bond. "Simplicity is the master key to financial success."

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J G Bankerton
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Re: Quicken 2019 and forward

Post by J G Bankerton » Fri Dec 06, 2019 10:59 am

RickBoglehead wrote:
Fri Dec 06, 2019 10:09 am
J G Bankerton wrote:
Fri Dec 06, 2019 9:35 am
I then tried to "update" my 2016 to 2019 and all heck broke lose. It would not work and shutdown.
In 2016 the subscription model did not exist. When you install the new Quicken, there are specific instructions to remove the old program FIRST. There is even a utility to remove all the components on the Quicken site.
2019 removed 2016 automatically and 2019 froze when I tried to use it, it installed the business edition for some reason. I then removed 2019 using "Your Uninstaller" and got the same results. I had to remove files hidden in various pleases to get 2019 to work. I didn't know about the uninstall utility, it most likely removes the hidden files I removed manually.
I could have kept using 2016 as it renewed using the 2019 license. 2016 and 2019 are 99.9% the same. The only difference I notice are different icons.
abuss368 wrote:
Fri Dec 06, 2019 10:23 am
I have never found Quicken (or any other personal finance software) do show things exactly as I had wanted. It was always frustrating.
After decades of using Quicken I'm comfortable with the way it works. I have learned to ignore the way it enters settlement fund transactions and do them manually. It is not unlike staying in a bad marriage for the sake of the children.

CrazyCatLady
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Re: Quicken 2019 and forward

Post by CrazyCatLady » Sat Dec 07, 2019 5:49 pm

I downloaded the software and set up my accounts today, and after tinkering with it for a few hours I have some questions I'm hoping you all can help me with. If it's relevant, I got the premier edition since I thought I may want to use Bill pay (after messing with it, i don't think I'll use billpay, but...)

1. I was looking at my quarterly breakdown and noticed that the "pets" category was lower than expected. I looked closer and saw that it was missing an emergency vet visit from the beginning of last month. I double checked, and the charge does show up on my credit card statement, but for some reason it didn't get added into my Quicken transactions. It seems like other charges may be missing as well (I didn't do a line by line comparison since I have a lot of accounts). How can I be sure every charge gets added to Quicken?

2. I tried to add my 401(k) but it seemed to want me to enter my holding manually. Is that normal? My provider wasn't in their "main" list of providers, but it did come up when I typed their name. I am wondering if maybe Quicken doesn't support that provider? If I remember correctly Mint used to support them but stopped around 2012.

3. I tried to add State Farm to the bill pay section, but that didn't seem to be an option. Is State Farm really not an approved vendor?

4. I auto deposit $2,500 every month into my brokerage account. Mint always shows the deduction from my bank account, but this withdrawal didn't seem to show up on my transactions list in Quicken. Is that normal?

5. Is there a way to connect to paycom so Quicken has my salary, taxes and deductions and I won't have to add them manually?

Thanks!

The Big Apple
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Re: Quicken 2019 and forward

Post by The Big Apple » Sat Dec 07, 2019 6:56 pm

CrazyCatLady wrote:
Sat Dec 07, 2019 5:49 pm
1. I was looking at my quarterly breakdown and noticed that the "pets" category was lower than expected. I looked closer and saw that it was missing an emergency vet visit from the beginning of last month. I double checked, and the charge does show up on my credit card statement, but for some reason it didn't get added into my Quicken transactions. It seems like other charges may be missing as well (I didn't do a line by line comparison since I have a lot of accounts). How can I be sure every charge gets added to Quicken?
To confirm, you set up the Credit Card as a separate account in Quicken? This COULD happen as some credit card providers limit how many days they send when you download activity. Normally, it only downloads the activity since the last time you downloaded, but in your case, you do not have a last time. Do you have transactions both before that vet visit showing in Quicken, or is everything from that date and prior missing?
CrazyCatLady wrote:
Sat Dec 07, 2019 5:49 pm
2. I tried to add my 401(k) but it seemed to want me to enter my holding manually. Is that normal? My provider wasn't in their "main" list of providers, but it did come up when I typed their name. I am wondering if maybe Quicken doesn't support that provider? If I remember correctly Mint used to support them but stopped around 2012.
Who is the administrator of your 401(k)? If they do not show up when you originally add them, but appear under "Enter the name of your brokerage" on the setup screen, it should be supported, especially if you entered a username / password.
CrazyCatLady wrote:
Sat Dec 07, 2019 5:49 pm
3. I tried to add State Farm to the bill pay section, but that didn't seem to be an option. Is State Farm really not an approved vendor?
I tried to find State Farm Insurance for you as well but was not able to find it, so they must not have an integration with them.
CrazyCatLady wrote:
Sat Dec 07, 2019 5:49 pm
4. I auto deposit $2,500 every month into my brokerage account. Mint always shows the deduction from my bank account, but this withdrawal didn't seem to show up on my transactions list in Quicken. Is that normal?
No. In your bank account, you should see a downloaded transaction that shows a withdrawal. In Quicken, you should match it to a transfer transaction between your checking and brokerage account.
CrazyCatLady wrote:
Sat Dec 07, 2019 5:49 pm
5. Is there a way to connect to paycom so Quicken has my salary, taxes and deductions and I won't have to add them manually?
Quicken does not connect with payroll providers. You should make this a scheduled transaction in your checking account and modify it based on your payroll statement for actual salary, taxes and deductions. It will start tracking as of today (you may want to just start now and know you will not have accurate yearly/quarterly data until 2020).

CrazyCatLady
Posts: 138
Joined: Mon Apr 30, 2018 9:19 pm

Re: Quicken 2019 and forward

Post by CrazyCatLady » Sat Dec 07, 2019 8:18 pm

The Big Apple wrote:
Sat Dec 07, 2019 6:56 pm
CrazyCatLady wrote:
Sat Dec 07, 2019 5:49 pm
1. I was looking at my quarterly breakdown and noticed that the "pets" category was lower than expected. I looked closer and saw that it was missing an emergency vet visit from the beginning of last month. I double checked, and the charge does show up on my credit card statement, but for some reason it didn't get added into my Quicken transactions. It seems like other charges may be missing as well (I didn't do a line by line comparison since I have a lot of accounts). How can I be sure every charge gets added to Quicken?
To confirm, you set up the Credit Card as a separate account in Quicken? This COULD happen as some credit card providers limit how many days they send when you download activity. Normally, it only downloads the activity since the last time you downloaded, but in your case, you do not have a last time. Do you have transactions both before that vet visit showing in Quicken, or is everything from that date and prior missing?
Yes, I added all my of credit cards in Quicken and also in the Bill pay section. Quicken had transactions both before and after the emergency vet visit (i.e. We went to his regular vet 3 days later, and that showed up in the transactions.) I used the same card both times. The missing visit was over 30 days ago, so it may well be a timing issue (i.e. they only download 30 days). it doesn't look like there were tons of transactions downloaded prior to the emergency vet visit, and those could be on cards issued by different banks.

Who is the administrator of your 401(k)? If they do not show up when you originally add them, but appear under "Enter the name of your brokerage" on the setup screen, it should be supported, especially if you entered a username / password.
It's Start Right. I don't think it ever logged me in to my start right account. It popped to a screen where it wanted me to input info from my last statement, including tickers and number of shares held. It said something about being able to look at the underlying holdings for X-Ray tool.
I tried to find State Farm Insurance for you as well but was not able to find it, so they must not have an integration with them.
Thanks for checking!
No. In your bank account, you should see a downloaded transaction that shows a withdrawal. In Quicken, you should match it to a transfer transaction between your checking and brokerage account.
Very weird. The last withdrawal was mid-November, but I don't see it listed in Quicken as a withdrawal from my bank account. It does show the IXUS that I purchased when you look at my brokerage holdings though. It sounds like it is something I need to more closely watch for in December and see if it does it when I am downloading data on a weekly basis.
Quicken does not connect with payroll providers. You should make this a scheduled transaction in your checking account and modify it based on your payroll statement for actual salary, taxes and deductions. It will start tracking as of today (you may want to just start now and know you will not have accurate yearly/quarterly data until 2020).
Should have known it wouldn't be that easy :). I have my check deposited in three different accounts. I guess I can just add all three and then subtract all the taxes/deductions from the largest.


Thanks for responding, this was helpful!

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RickBoglehead
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Re: Quicken 2019 and forward

Post by RickBoglehead » Sat Dec 07, 2019 8:22 pm

Simply pull up your paystub and enter it as directed by Quicken.

https://www.quicken.com/support/how-do-i-set-paycheck

You can log into any account and download transactions from there to Quicken, click on their Download Transactions link.
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CrazyCatLady
Posts: 138
Joined: Mon Apr 30, 2018 9:19 pm

Re: Quicken 2019 and forward

Post by CrazyCatLady » Sat Dec 07, 2019 8:35 pm

RickBoglehead wrote:
Sat Dec 07, 2019 8:22 pm
Simply pull up your paystub and enter it as directed by Quicken.

https://www.quicken.com/support/how-do-i-set-paycheck

You can log into any account and download transactions from there to Quicken, click on their Download Transactions link.
Thanks, that's much easier! :oops:

The Big Apple
Posts: 19
Joined: Mon Jul 30, 2018 9:28 pm

Re: Quicken 2019 and forward

Post by The Big Apple » Sat Dec 07, 2019 10:39 pm

CrazyCatLady wrote:
Sat Dec 07, 2019 8:18 pm
The missing visit was over 30 days ago, so it may well be a timing issue (i.e. they only download 30 days). it doesn't look like there were tons of transactions downloaded prior to the emergency vet visit, and those could be on cards issued by different banks.
Each financial institution can specify how much transaction history you are allowed to download (and sometimes the same financial institution can differ between banking vs. credit cards). Some are quite generous (some are 360 days) and others are very short (30-45 days). I think on average they are around 90.
CrazyCatLady wrote:
Sat Dec 07, 2019 8:18 pm
It's Start Right. I don't think it ever logged me in to my start right account. It popped to a screen where it wanted me to input info from my last statement, including tickers and number of shares held. It said something about being able to look at the underlying holdings for X-Ray tool.
It looks like Start Right is not supported for Quicken Express Web Connect or Direct Connect. It wants you to manually add what the holdings are and tickers and then import your holdings and transactions from the Start Right website (usually a QIF or QFX file) and then import it to Quicken. Assuming you have tickers, it will pull market prices.
CrazyCatLady wrote:
Sat Dec 07, 2019 8:18 pm
Very weird. The last withdrawal was mid-November, but I don't see it listed in Quicken as a withdrawal from my bank account. It does show the IXUS that I purchased when you look at my brokerage holdings though. It sounds like it is something I need to more closely watch for in December and see if it does it when I am downloading data on a weekly basis.
Could be limitations on how many days your bank allows you to download vs. how long your brokerage allows you to download.
CrazyCatLady wrote:
Sat Dec 07, 2019 8:18 pm
Should have known it wouldn't be that easy :). I have my check deposited in three different accounts. I guess I can just add all three and then subtract all the taxes/deductions from the largest.
When you create the paycheck, the bottom will have "deposit accounts" - you can split the deposit between your accounts there.

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