Suggestions for something to replace Quicken?

[ten6mom]

I figure someone here will have a good suggestion.

I have been using Quicken for YEARS. The features I really use it for are the "checkbook register" type function (particularly I like the feature that places my upcoming bills in it, so I have a 'look ahead' type ability so I can see when things are due and how much my projected balance will be) , and the spending pie chart it will generate for me.

Unfortunately my current financial institution no longer is compatible with the Quicken software.

The other thing I like about it was that it synced with my FI. I don't want to have to enter transactions into Quicken.

Does anyone use a similar software program that has the same features that I love??

 

[davper]

Have you checked out mint.com?

 

[RitaE]

What type of file downloads are available from your bank? I use YNAB like many people here. But I download the transactions in Quicken (QFX). It also supports OFX, QIF, and CSV files. One thing I like about YNAB is the mobile apps, which my husband and I can both take on our phones and input what is being spent in real time. I'm kind of shocked to hear there's a bank out there not offering QFX anymore because that's pretty much ~the~ default file format for most financial programs.

For the investment and Portfolio functions I used to use in Quicken, I now use the Personal Capital website. I did a trial of Mint.com for Budgeting for a couple of months and it just didn't do the trick for me.

 

[pryncess527]

There are many former Quicken users on the YNAB forums who now love YNAB, but I'll admit it seems to be a tough transition and requires a person to re-think their approach. Still, you might check it out if you are open to the idea.

http://www.youneedabudget.com/ynab-vs-quicken

 

[akoenig]

Have you checked out mint.com?

Mint is great. It allows you to set up goals for yourself (including paying down debt, or saving for vacations). It also connects to smaller banks and credit unions. Their support is pretty great, too!

 

[hollypoast]

There are many former Quicken users on the YNAB forums who now love YNAB, but I'll admit it seems to be a tough transition and requires a person to re-think their approach. Still, you might check it out if you are open to the idea.

http://www.youneedabudget.com/ynab-vs-quicken

Another vote for YNAB (You Need a Budget). Life changing for us.

 

[jeannette1011]

Here's another vote for YNAB. Love it!

 

[SuzanneSLO]

Mint is great. It allows you to set up goals for yourself (including paying down debt, or saving for vacations). It also connects to smaller banks and credit unions. Their support is pretty great, too!

Aren't both Quicken and Mint offered by Intuit? Does Mint connect to more financial institutions than Quicken?

 

[ten6mom]

Thanks, all. I have looked into Mint but it doesn't have that "projected" checking account ledger balance that I wanted. I am not tech savvy so I am not sure about the types of files, etc. And yes, as far as I know, Mint and Quicken are both Intuit products.

I guess I better look into YNAB, although budgeting really isn't my goal. I just like to "look ahead" to see what is due, and when, with the projected balances. It's possible that such a thing doesn't exist, outside of Quicken.

 

[LJSquishy]

Thank you to those who suggested YNAB even though I'm not the OP! I researched it and I'm going to be purchasing it this weekend. I even took the first two Webinar classes they offer and really enjoyed them and YNAB's approach to budgeting.

Are there any discount codes floating around anywhere by chance? They give away one free copy of YNAB at each Webinar session but I wasn't the winner at either class I took. I will be purchasing it regardless but I thought I'd ask anyway about discounts.

We're saving for a down payment on a house AND saving for adoption at the same time and I know we're spending unnecessary amounts of money some of the time so this will be extremely helpful for us.

 

[sherlock14]

snipe:

And yes, as far as I know, Mint and Quicken are both Intuit products.

Yes, Intuit owns both Quicken and Mint. Intuit also owns Turbo Tax and Quickbooks. Intuit is actively trying to sell Quicken.

 

[LJSquishy]

I wanted to update to say that I was able to win a free license for YNAB 4 by taking the Webinars! I was about to spend $60 ($54 after a coupon I found) but finally won! We had our first YNAB budget meeting last night and all of our dollars have a job. The classes are extremely helpful and I'm sure I'll be taking some of them multiple times to really get a good grasp on what YNAB can do.

 

[SirDuff]

Thanks, all. I have looked into Mint but it doesn't have that "projected" checking account ledger balance that I wanted. I am not tech savvy so I am not sure about the types of files, etc. And yes, as far as I know, Mint and Quicken are both Intuit products.

I guess I better look into YNAB, although budgeting really isn't my goal. I just like to "look ahead" to see what is due, and when, with the projected balances. It's possible that such a thing doesn't exist, outside of Quicken.

I love YNAB (and budgeting wasn't really my goal either - more keeping track of spending). However, I don't think it is what you want/need. It is not about "projecting" or "looking ahead". It is, very much, about looking at the money you have at this minute.