Big Red Consulting specializes in Excel-based add-ins and other productivity tools, both ready-to-use & custom solutions. It can budget for your next vacation, pay off credit cards, or put money away for a rainy day. Moneydance is a powerful yet easy to use personal finance app for Mac, Windows, Linux, iPhone and iPad. The QFX format doesn't support categories or split transactions. To help the government fight the funding of terrorism and money laundering activities, the USA PATRIOT Act requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. If you have been considering upgrading to Intuit's Quicken 2007, don't. - My bank only allows downloads for Excel, Comma Separated Values, Micrsoft Money, and Quicken. PowerWallet. You CSV file is automatically recognized (manual remapping is available). The One Step Update dialog box will open. If you’re using Quicken 2014, those features will be disabled after April 2017 so you must upgrade before then if you wish to use continue those features. Transaction balances may not reflect your available balance and should not be used when considering future transactions. (Do not click Open. Oct 15, 2017 · For example, save $200 and you'll see Baby Step #1 (save $1,000 for emergencies), increase by $200. At your command, an automated link feeds current, accurate data – including balances and transactions – to Quicken1. I don't want it to be connected to the Cloud. Several accounts are not downloading correct balances and are missing transactions. QIF file from Quicken, and then use Moneydance’s import function. They force you to use their crap! I wish I could find a better solution. Quicken does not have a file browser so it is easiest to save the csv file into the root directory (c:\) so when you type the file name in to quicken, it is just c:\tsp. 33 per month), QuickBooks Online includes a number of features that Quicken Home & Business does not offer. "Quicken Bill Pay" was not required to pay bills through the Quicken 2016 software. While integration with account aggregation software such as Mint is supported, if Image Based. …If Quicken can. See your software's Help files for instructions on downloading quotes for securities. ) Save the file to your desktop. What’s New in Quicken Premier. Many of the new features that the company claims to have been. exe file to a memory stick or flash drive, then stick in into the usb port of the other PC. But despite its ubiquity, many Quicken users aren't getting the most out of the program, because they don't know some. If you don't update Quicken or QuickBooks, you won't be able to access your Navy Federal accounts through either program. However, your net worth will remain the same. Quicken does not want your QBO file? Convert to QIF and import under Quicken easily! Bank, credit card and investment transactions are supported under all Quicken versions. The Quicken Mobile Companion App is a free personal finance app to use with your Quicken desktop software. Manage accounts of different types in different currencies, track your spending habits, record your expenses, or do on-line banking. Anonymous said I came across your blog and the envelope budgeting idea only just tonight. By accessing this link, you will be leaving AMOCO FCU's website and entering a website hosted by another party. And the US version of Quicken will only allow importing for the USD currency. As a Quicken user, you may encounter problems downloading your financial institution's data and transaction history, which is not entirely uncommon when. Quicken installed on a Mac or any Apple product is currently not supported. Why won’t my Quicken or QuickBooks software, or mint. Our IRA Savings Accounts allow you to deposit funds easily while growing at a competitive rate. If you don't do this, the bank statements will remain in your hard drive, but won't show up when you open Quicken to work on them. You can also import your data from other personal finance software in the industry standard QIF and OFX formats. Not all Quicken desktop features are available in Quicken app. As soon as you set up your account with Mint, you can automatically synchronise your transactions into Mint. I don’t want it to be connected to the Cloud. Quicken take care of all of your expenses and prepares a budget for every month, reports for all expenses and alerts for upcoming expenses. If you wish to obtain certificate of deposit transactions, certificates of deposit should appear as savings accounts for the purposes of downloading. (Do not click Open. In the File Download window, click Save. Now I use it strictly for checking, credit card transactions, and only one financial house. Take control of your personal finances. I'm a bit of a power user when it comes to tracking investments, and the reporting features (and lack of a true portfolio view) were deal killers for me. For purposes of deleting investment transactions, you can select multiple investment transactions in the Banking > Transaction report (as you would. How to Enable Auto Reconcile in Quicken 2016 With accounts you've activated for deal download and that you reconcile to an on the net balance, Quicken can help you save steps. If you're more interested how your investment account is performing and less interested in just knowing how much you're spending on groceries, Personal Capital is a great Quicken alternative (but it'll also pull your credit card transactions so you will know how much you spent on groceries if you want!). You can still see your portfolio data on our sister site, Yahoo!. All of a sudden, Quicken 2009 (yes, 2009) stopped playing sounds. I input my transactions but doesn"t save them when Quicken is opened again. The personal finance software program allowed people to manage their money on a computer instead of on paper. Note that GnuCash for Android is not a port of the GnuCash program to Android. I don't not have Quicken or IIF. Make money management easy. When Quicken downloads transactions, it "guesses" what the spending categories should be if you don't have one or more categories set up for a payee. Below are the Top 10 Quicken Alternatives with their links to the official websites!. It's important to use different Account ID when you convert for multiple accounts. • New! You can now create and edit transfer transactions on Quicken Mobile. transactions into Quicken® 2013 through the Retirement Directions Website. Frequently Asked Questions. To review one of the articles listed below use Help > Quicken Help > Search Quicken Help > About updating investment account statements. Series I Savings Bonds. • Fixed! Resolved an issue in which FaceID/TouchID settings were not saving when signing out. While this is a bit of a hassle, you can schedule updates. Start New Year At the beginning of the year or when files start getting big, people wonder how they should copy, store or otherwise manage their files. Note: An answer may vary, depending on the version of Quicken you use. Synchronising your data into Mint enables you to easily access your financials anywhere in the world and while you’re on the road. For purposes of deleting investment transactions, you can select multiple investment transactions in the Banking > Transaction report (as you would. Not to mention, we’re knowledgeable, friendly and helpful! Learn more about our bank and the business and personal banking services we offer by exploring this site, giving us a call at 1-800-823-2265 (TTY 1-800-343-6145) or stopping by your nearest bank location to see us. When Quicken recognizes a new transaction that has not been accepted, it will generally be noted on the Update Summary page with a red flag. The last time I did serious testing, Moneydance was the closest to Quicken in capabilities. The internet's online database for keyboard shortcuts. This guide includes the following sections: Creating a New Quicken Account, page 2. So Quicken knows where to import the transactions. The current day transactions will not be available for download until the next business day. Import Downloaded Transactions window opens: Select Link to an existing account and choose the matching account in the drop-down menu. The software supports spending and saving, property and. When you assign categories to your transactions, Quicken can show your spending based on what you spend your money on. Users do not have to spend their hours and efforts on Quicken for Mac support. You can also create multiple watchlists, synced across all your devices. com, but no where near the features as it's PC-bound cousin, Quicken 2009 Deluxe. Everyone has their own system that works for them. If you do not use Password Vault, use your new password when prompted by to do as you perform updates. Opinions expressed here are author's alone, not those of the bank advertiser, and have not been reviewed, approved or otherwise endorsed by the bank advertiser. Fees may apply. Withdrawing Consent. But that's. If there is a warning that the file already exists, click Yes to overwrite. If this is the first time this has happened Review this list of reasons; if the issue has only happened once, one of the situations below is the likely cause:. This initial relea se of the Quicken download does not offer Direct Connect, which provides the ability to pay bills, transfer money, and other two way functionality. You can set up different types of accounts in the software including spending and saving accounts, property and assets, loans and debt, and investment. They were too complicated or not flexible. • See spending trends and check your budget. G Capital in 2016. Quicken Canada delivers easy to use tools that help you manage your cash flow, pay your bills, monitor your investments and much more:. The best thing about Quicken Premier is that you can manage your money anywhere. If the transactions have already been added to the register in Quicken or QuickBooks, restore a backup. You can edit the categories as much as you like. (2017-08-15 at 08:52) LNNY wrote: I gave up on Quicken (all versions) when it could not handle downloading from my mutual funds company (Vanguard) which is a not insignificant player in the field. If this is the first time this has happened Review this list of reasons; if the issue has only happened once, one of the situations below is the likely cause:. Although Quicken is a locally-installed software, there are still mobile apps available. Quicken, and Excel but they did not work for me. If you just save the downloaded file and you change the file's extension from. However, one problem is that the Moneydance trial has a transaction limit that is too small to correct the import errors. When to Manually Import Transactions Into QuickBooks Online Using a CSV File. If you cannot locate it select the home icon from the main navigation. Quicken was sold off by Intuit recently. In short, iBank is a solid option, but it's not right for me. Bank Internet Banking "Download Transaction Data" page, select the start and end date for the transactions you wish to download. Quicken: Android app (2. I was forced to switch to Quicken back in February, when all support for MS Money for Windows Mobile PDAs dried up. If you’re using Quicken 2014, those features will be disabled after April 2017 so you must upgrade before then if you wish to use continue those features. 888-846-6939-Quicken Banking & Account Management Support Do you want maximize your saving and track your investment for finance. Still, rates throughout from like suppliers will be high. To participate in relationships that are not responsible for all our money saving thing you need i Debris and the experience of driving license and registration are separate and in car On edinger and jamboree (got number from the comfort of your work situation Gone up at work and life Enjoy more of a schedule 1 from the shopping collection 22 Located in california)? and what should i do not. It has never been possible in any version of Quicken. A list of files that can and cannot be converted and special instructions for converting investment information appear at the end of this document. Getting Started with Transaction Download and Online Bill Payment in Quicken for Mac 2006 Refer to this guide for instructions on using Quicken for Mac's online account services to save time and automatically keep your records up to date. Quicken loans will alway be first in line for our future transactions. Web Connect allows you to manually download a file from Ally Bank's website and upload it into Quicken for each account. Saving your Online ID means you don't have to enter it every time you sign in. 33 per month), QuickBooks Online includes a number of features that Quicken Home & Business does not offer. Here is the secret way to get these transactions into Quickbooks (on Windows or Mac). This guide includes the following sections: • Downloading the Latest Quicken Update— Describes the steps to download free product. There is no guide to restore the lost preferences. I’m still working out a few kinks (like how to delete duplicate transactions that Mint has downloaded but aren’t truly duplicates) but otherwise, I enjoy it. Quicken® for business convenience. If I was going to do that, I’d just use the bank and charge account registers and forget using Quicken!. Can you import bank transactions easily? Does the mobile app offer all the same functions as the online or desktop platform? To help you get your finances on track as quickly as possible, CreditDonkey has reviewed the top three budgeting tools - Mint, YNAB, and Quicken - to see how they stack up against each other. Quicken has a Have checking but no saving on any account. Manage accounts of different types in different currencies, track your spending habits, record your expenses, or do on-line banking. If the transactions have already been added to the register in Quicken or QuickBooks, restore a backup. He asked me why I use a desktop application such as Microsoft Money or Quicken as opposed to a new generation web and mobile tool such as Mint or Personal Capital. If prompted to save the file or open it, choose Open. Money Plus Sunset Deluxe, free and safe download. Reporting: Saving Quicken Files to 4GB Flash Drive This post has been flagged and will be reviewed by our staff. If you're looking for a powerful piece of software to manage multiple checking accounts, savings accounts, online transactions and credit card bills -- pretty much every single dollar that goes in or out of your coffers -- Quicken is a good choice. "If the subscription isn't renewed, manual access and updates to the data need to be allowed, otherwise the company will be perceived to be holding the customer's data hostage," argued Dan Glynhampton in a. Goals you can actually achieve. This has led to the rise of Quicken alternatives for PC, Mac, Android, and iOS. Quicken opens (if not already opened). When Quicken recognizes a new transaction that has not been accepted, it will generally be noted on the Update Summary page with a red flag. You can decide to order the product and more choices at the affordable price with safe online transaction and. Quicken® for business convenience. Choose a date range. Quicken still does not document the product, probably because if they had a doc team, the doc team would be strangling fools in the halls. HSA transactions and tax statements for one year following the move to PNC. To get started quickly, you can import your data from Mint. *Budgets are not yet available for Quicken Windows 2016. If you've finally had it with the Mac version of Quicken, we've taken a closer look at the best Quicken alternatives for Mac of 2019. Use CSV2CSV to convert your CSV/Excel/TXT file into a CSV Mint file. You first need to create a. On top of that, a few new or used cars usually are not well-maintained, signifying you need to spend money make quicken loans home sure that new or used vehicles take superior doing work condition. Select the transaction. It also allows them to Export transactional data in various formats such as Fixed Width Text, CSV, Excel, BAI2, Microsoft Money, Quicken, QuickBooks, and Simply Accounting etc. …Firs,t let's talk about Quicken's QuickFill feature. You may have chosen additional overdraft paths as well. That feature cost $9. If using Quicken 2002,you mustbe using Release R2. From the menu bar: Click Reports Banking, Click Transaction. If you have ever used Quicken for PC or are currently using it, you'll find Quicken Essentials very limited in what it can do. That’s $119. How to Use Quicken Accounts, Categories, and Tab s. A list of files that can and cannot be converted and special instructions for converting investment information appear at the end of this document. Quicken was the only game in town for years, but that's changed. 8/31/18 - Intuit will not have a fix for the issue until early next week. Of course, you'll need to connect your online accounts if you want Quicken to import cleared transactions from your financial institutions. Not to mention, we’re knowledgeable, friendly and helpful! Learn more about our bank and the business and personal banking services we offer by exploring this site, giving us a call at 1-800-823-2265 (TTY 1-800-343-6145) or stopping by your nearest bank location to see us. (that will match when the actual transaction comes in) This is huge. "Quicken Bill Pay" was not required to pay bills through the Quicken 2016 software. Quicken has been the big name in personal accounting from the beginning. Quicken was sold off by Intuit recently. CountAbout provides a huge advantage over other Quicken alternatives, since it allows users to import data from Quicken or Mint. com online banking User ID and Password such services obtain your account information from unionbank. From version Quicken 5. Which of these 3 financial management platforms has the tools to help you save $1000s per month? You'll never guess how you can link some of these platforms to your account for automated savings!. Getting Started with Quicken 2007-2008 for Windows Before you can download your transactions with Quicken, you need Internet access, your customer ID, and your password. Quicken is not able to track options and it constantly placed downloaded transactions with placeholders. Or, replace steps 6-9 and download the all of the funds in a consolidated file from TSPTalk. • Snap and store a picture of your receipt. Users do not have to go online constantly which saves time, instead they stay close to their daily transactions, capital flow, pay-checks and accounting. Quicken Deluxe imports all your bank transactions safely and automatically, including those from loan, investment and retirement accounts. The initial release of QuickBooks was the DOS version that was based on the Quicken codebase. Here's why and my thoughts on both services. "We are not not compatible with the newer version of Quicken, and this is really your problem. You can use it to craft a budget, pay bills, and set goals to plan for retirement or that pool. Quicken automatically categorizes your transactions and shows your spending trends. transactions and at the same time be able to track deposits into the ESPP fund all in the same quicken account. Not long ago, the responsibility for labeling, organizing, and providing access to information fell squarely in the laps of librarians. It has no troubleshooting options. Get this from a library! Quicken 2013 : the official guide. We compare GnuCash vs Quicken (affiliate) side by side to see how their features stack up. It does what it promises to do. I tested a new account that just had a cash balance and no transactions but it did not see the balance. [Bobbi Sandberg] -- Explains how to maximize all the new and improved features in the latest edition of the personal finance software, providing expert techniques for tracking income, expenses, savings, transactions,. It took me three weeks to finally ‘get’ Mint. It also downloads my (self employed) business current and savings in the one download. Find out how to download transactions from Online Banking to any of the software programs listed above. By viewing your account online, you can see all of the latest credit card transactions, those completed, those pending and those for a specified date range. Yes, the payee information is downloaded to the payee field in Quicken, QuickBooks and Microsoft Money. HSA transactions and tax statements for one year following the move to PNC. I have been experiencing more "glitches" with 2007 using the latest Sierra Pubic Beta 10. The number of days of transactions that Quicken downloads is determined by your financial institution. How do I download my transactions? Go to the home page, which is the first page you see when you log on to ANZ Internet Banking. The Quicken. Virtual Wallet is Checking & Savings. Save the updated file (Do not Save As, as it will change the file format. If you are given a choice for your download format, choose "Quicken Web Connect (*. Quicken does not have a file browser so it is easiest to save the csv file into the root directory (c:\) so when you type the file name in to quicken, it is just c:\tsp. Quicken Starter provides the same basic budgeting and financial tracking features as the Premier version, without the additional investment features. Scheduled Transactions Banks, most anyway, post interest at the end of the month. This conversion should take If new transactions were. *Mvelopes for Mobile. Access key features of Quicken Premier: With Quicken, you can view balances, accounts, budgets, and transactions. Quicken will ask you to input your Ally Online Banking username and password, and answer your security questions. The Quicken Mobile Companion App for iPhone and iPad syncs with Quicken desktop, so you can make smart decisions with your money no matter where you are. Find the user interface frustrating, and not intuitive. This powerful program categorizes all your transactions and puts them in one place. Quicken is usually always an afterthought when writing these articles. Of course, you'll need to connect your online accounts if you want Quicken to import cleared transactions from your financial institutions. Quicken for Windows files can be converted for use on Quicken for Mac. On May 9, we updated our Online and Mobile Banking platforms. Super easy process and I love the high-interest rates. CountAbout® is an easy-to-use online personal finance application that imports data from Quicken and Mint and automatically downloads data from banking, credit card, and retirement accounts. If you're a long time user of Quicken, you're beyond the "help me build my budget" phase. Goals you can actually achieve. People looking to replace Quicken 2007 should also investigate Moneydance. 68 Keyboard Shortcuts for Quicken at keyxl. If you just save the downloaded file and you change the file's extension from. Online banking is one of the easiest and most convenient ways to do your banking. No need to jot it all down or save receipts. Quicken is used for personal account management. You also learn why and when to use specific features, and which ones would be most useful in a given situation. You may have been able to export in the past using your 64-bit operating system. Quicken says there are transactions to accept: 1. While this is a bit of a hassle, you can schedule updates. Cons: Not the best solution or the easiest to use solution for tracking rental properties. This app allows you to keep track of your financial transactions on the go for later import into the desktop version of GnuCash. (that will match when the actual transaction comes in) This is huge. I use Quicken and I do have Quicken keep the online information for my online banking accounts. They’re old news. software package – Quicken®. Web Connect allows you to manually download a file from Ally Bank's website and upload it into Quicken for each account. Well, this is for the first time you can manage your money on the go with Quicken on the Web. Why is this Quicken or QuickBooks update necessary? We have improved our Account Access service for all of our members, making for a more streamlined experience. When you assign categories to your transactions, Quicken can show your spending based on what you spend your money on. The internet's online database for keyboard shortcuts. Quicken provides phone and chat support for products per the above policy; it's usually for 3 years. Quicken for Mac 2017, 2016, 2015 is only one Quicken version that allows CSV Mint import. It’s this higher standard that drives us to make a difference in people’s lives as every product and service is developed for the financial well-being of our members, not our bottom line. Saving for College Download transactions and update account balances automatically, pay bills, and transfer money between your accounts Not convinced Quicken. You can find apps that support printing and saving for most mobile devices through your mobile device’s app store. If you want to reconcile later without saving your unfinished work, click Cancel in the Reconcile: Checking window and then click Yes when Quicken asks you whether you really want to quit without saving your work. • Split transactions for an accurate view of spending. Betterment Financial LLC does not reimburse this 1% transaction fee on foreign ATM transactions or on any other foreign transactions or purchases. You can use the fully-working trial to export up to 100 financial transactions to IIF files for import into QuickBooks (e. A glossary of financial and Quicken terms are at the end of the tutorial. The Personal Capital dashboard works with all of your financial accounts - from your checking and savings accounts to your investment and IRA accounts to your mortgage, home equity loans and credit cards to give a complete picture of your net worth, any time, on any device. It can budget for your next vacation, pay off credit cards, or put money away for a rainy day. Unlike Personal Capital and Mint, using Quicken costs the user money. If there is a warning that the file already exists, click Yes to overwrite. The personal finance software program allowed people to manage their money on a computer instead of on paper. United States QuickBooks Online QuickBooks Desktop QuickBooks. Note: An answer may vary, depending on the version of Quicken you use. And, because Quicken is designed to record financial data and not physical data (e. Checking comes with helpful information and tools to help you get the most of your account. If you're opening a new Vanguard Brokerage Account, there will be no changes to how your transactions import into Quicken. Not long ago, the responsibility for labeling, organizing, and providing access to information fell squarely in the laps of librarians. This is a great way to store receipts for tax deductable expenses or for warranty and insurance purposes. Hence this process and now problem! Thanks!. Select the transaction. This app allows you to keep track of your financial transactions on the go for later import into the desktop version of GnuCash. Enter any transactions that occurred since the last backup. Consequently, increasingly more most people are looking for motors in automotive sell houses. Gain confidence by learning tips for managing your account. If you can’t find your answer there, review this document. Quicken Clear Manually Match Transactions >>>CLICK HERE<<< When you find a downloaded transaction record that does not match, are you dragging that transaction record on top of the manually. If you find any problems or you wish to add to or change the descriptions given here, please do not hesitate to write comments@mac. Read honest and unbiased product reviews from our users. With the recommended Direct Connect method, enter your USAA number when prompted for a User ID, User Name, Online ID, Customer ID or something similar. Bank Internet Banking "Download Transaction Data" page, select the start and end date for the transactions you wish to download. Our easy-to-use transaction download tool allows you to keep a record of your account transactions by saving them to your own computer. Fees may apply. With this time saving capability, you can plan and make decisions viewing all your investment information at once. Kurt, and the Quicken loan team were amazing. Betterment Financial LLC does not charge foreign transaction fees for the use of the Betterment Visa Debit Card outside of the United States. Because Quicken files hold so much information about personal finances, if something should happen to the Quicken program's database to render it corrupt, it can lock you out of your finances. If you don't update Quicken or QuickBooks, you won't be able to access your Navy Federal accounts through either program. Users do not have to spend their hours and efforts on Quicken for Mac support. Quicken take care of all of your expenses and prepares a budget for every month, reports for all expenses and alerts for upcoming expenses. The Balances and Transactions service allows users to view real-time account balance and transaction information. I click on the download transactions into Quicken, and Quicken opens, but then nothing happens. But that's. The credentials that Quicken prompts you for will vary based on your software version and the type of account you want to download. We have tested several money management apps to find the best available alternatives to Quicken which would help you to track and manage your expenses. From version Quicken 5. at the bottom of the register. I can enter newer ones manually, exit normally, but when I reload quicken every transaction after June 7 is gone. The screen displays the following information:. Quicken Canada is the country's leading software for managing home finances. If you want to reconcile later without saving your unfinished work, click Cancel in the Reconcile: Checking window and then click Yes when Quicken asks you whether you really want to quit without saving your work. Manage accounts of different types in different currencies, track your spending habits, record your expenses, or do on-line banking. Which of these 3 financial management platforms has the tools to help you save $1000s per month? You'll never guess how you can link some of these platforms to your account for automated savings!. used Quicken, I tried importing transactions for 3-4 years and finally gave transactions to clear, it's faster to manually compare to the bank's statement. Click Save. QUICKEN files are traditionally categorized as Spreadsheet Files. Web Connect allows you to manually download a file from Ally Bank's website and upload it into Quicken for each account. Web Connect. It can budget for your next vacation, pay off credit cards, or put money away for a rainy day. Keep Quicken files secure. The QUICKEN File Extension can be viewed on the Windows and Mac operating systems. I still believe that this is the. file in your Dropbox. This is a great way to store receipts for tax deductable expenses or for warranty and insurance purposes. As a member-owned, not-for-profit organization, our people before profits belief is deeply rooted in our purpose driven philosophy. For my needs, Quicken no longer fits the bill, so I've switched to using Personal Capital. This allowed me to save my mom’s Quicken data after nothing else worked (i. You also learn why and when to use specific features, and which ones would be most useful in a given situation. The Mac version of Quicken is not nearly as robust as the PC version. To get started quickly, you can import your data from Mint. So Quicken knows where to import the transactions. This is a consistent bug every time you upgrade. Add Another Account Finish. How to Use Quicken Accounts, Categories, and Tab s. Intuit Quicken is one of the world's leading money management software programs for personal and business use, but it experiences occasional glitches. They sort out your finance in such a layman’s language that you can easily understand how and where you are spending, saving and investing. Prepare the files in Quicken for. including how to save money, they are only discontinuing the. Although AMOCO has approved this as a reliable partner site, please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of the credit union's website. These money-saving apps turn your smartphone into a financial adviser, for free Purchased by Intuit (the folks behind Quicken and TurboTax) a few years ago, Mint is the most complete and. "We are not not compatible with the newer version of Quicken, and this is really your problem. Quicken Canada delivers easy to use tools that help you manage your cash flow, pay your bills, monitor your investments and much more:. I don't want it to be connected to the Cloud. These files have a Popularity Rating of "Low", meaning they are not very commonly observed on your average hard disk. People looking to replace Quicken 2007 should also investigate Moneydance. And, it shows how much to save to reach your retirement goals. This detour symbol indicates section instructions that are using bill pay in Quicken only. Fidelity accounts no longer have Quicken download format option I just noticed that all my Fidelity IRA accounts have not downloaded transactions since May 2015 - even the monthly Fidelity Total Bond mutual fund. Quicken will ask you if you really want to delete the downloaded transaction, say Yes.