Personally though, I DO reconcile everything on my Airtable - it even has statement upload.įull disclosure: I'm the founder at Fintable.io, a spreadsheet-powered finance platform on Airtable. ![]() The good thing about doing things in a spreadsheet is that you can use any combination of manually entered / automatically entered transactions/balances, come up with your own workflow, and even fill in missing data with temporary stop-gaps if you don't feel like reconciling everything. Filter/slice/dice your data using native spreadsheet filters and controls.Īutomatic bank connections are always finicky and fragile. Full control - no lock-in to a particular way of doing things on an app. If you're good with spreadsheets and really want to do things your way, then sync your transactions to a spreadsheet like Airtable or Google Sheets, and build your own solution on top of that. Good luck finding another product that fits your needs better. But not every product is meant to be used by everyone. It's still the number one personal finance product in the US and Canada. Sorry you can't get Quicken to work for you. Remember.your bank could care less if they ever connect to your transaction aggregator.Īnd finally, I just love when users trash a product.as if it will make any difference in the company or other users plans. There's just too many variables to keep up with consistently.and as bank's change websites, formats and security there's always going to be disconnects along the way. I can tell you from experience that every financial software aggregator product will have connection problems from time to time. After all, you have your internet, the software's server and your bank's server all needing to "talk to each other" in order to get transactions to flow through. I would think that any software that connects to a server and downloads transactions will be problematic at one time or another. All my other accounts are Direct Connect, which is a much more reliable connection. I only have one checking account that uses Express Web Connect, but it connects flawlessly 99.99% of the time. Obviously, a lot has to do with which bank you use to inter-connect to Quicken. I'm done.Įvery month when I get my bank statement or credit card bill, I reconcile to the online balance, which takes less than 10 seconds and once again, I'm done. I check the categories for accuracy and make any changes, if needed. I open Quicken, do a One Step Update and my transactions are downloaded and entered. I now use the Windows and Mac versions and is my most used software for decades. I've been a Quicken user since the DOS days. csv file and do more sophisticated reporting using Excel or Numbers or Google Sheets. Reporting is meager, but there are ways to export the aggregated data to a. They just connect to your banks and download transactions. There is no reconciling with either of those web based products. You won't get 3 years of history downloaded initially.probably only 90 days.but with only one bank and one credit card, your finances seem rather simple. Go use something free like Mint or Personal Capital. ![]() The 32-bit windows program is a nightmare for high dpi multi-monitor setups and people who don't want to burn their retinas out looking at lines of transactions that are hard to see. The interface (windows desktop version and android app for web version) is ugly, clunky, and not intuitive. ![]() It also never seems that Quicken is pulling the transactions from the bank/credit card. I just want the statements to match what's in the Quicken file. ![]() I have every statement in PDF format and the task of reconciling each one is anything but intuitive or easy to follow. Going back 3 years I want to be able to reconcile my transactions for 2 accounts - 1 bank and 1 credit card. What's the best alternative that will also allow you to set tags for transactions, has a nice interface, and is windows/android compatible? I'm a novice just trying to get my financial life into order electronically and I can't stomach the amount of crap the Quicken software flings my way. I've paid for Quicken for 3 years now and I'm ready to move on from this dumpster software.
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