In terms of software solutions, I’m looking for something that can provide a good summary (and reports) of my expenses and forecasted cashflow.įor me I tried them all, First I wanted to use Mint but it look them like 2 years to add my CC that I used so it was always useless to me and when I found out that if my money got stolen and my bank found out I was using it, that I could be 100% liable for it that was just the final nail in the coffin. RBC (Chequing/Savings/Mortgage/Investments), BMO (MasterCard) and Sunlife (Employer Investments). I only need automatic online updating capability with 3 financial institutions. I’m fine with spreading a $40 expense over 3 years.
I’m just looking for practical feedback from RFD users.įrom the reviews that I’ve read, the biggest let down is that Quicken self-destructs their software packages every 3 years to force people to upgrade. I’m looking into Quicken 2015 (Cash Manager) because I got an email from Intuit offering me $10 off (so $39.99). But there was a lot of manual work required with each monthly download and the process just become too tiresome. Also had a problem with connection problems with my financial institutions and duplicated transactions.Īs an alternative, I also tried creating my own spreadsheet to replicate the features of general expense management software packages and downloading. ATM withdrawals always get renamed as TicketMaster or something). The fact that it’s free is great but I had to give up on it as I found it to be very inflexible (limited frequencies for inputting income/expense) and inaccurate in the way that it tries to “assume” certain transactions into expense categories (i.e.
I’m looking for feedback from any Quicken users, of which I’m sure there are plenty here.īasically, I’m in search of a good budgeting tool for my household income/expenses.
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