![]() ![]() ![]() Of the three programs, GnuCash looks to be the least user friendly and to have the steepest learning curve. It looks like direct connection is supported for Capital One 360, Fidelity and Vanguard. This program looks like it would force me to be more budget conscious while allowing me the basic functions I used in Quicken. However, I have not been able to locate a list of financial institutions that supports direct connection, but it does look like it will import QFX files. You do have to specify a budgeting account for each downloaded transaction. Previously YNAB did not have direct bank connections but this has changed with the new version. This program looks like it might allow me to function about the same as I did in Quicken. It looks like I can download a QFX file from the web site of those institutions and import into Moneydance. It connects directly to some of my financial institutions such as Fidelity, Vanguard, Capital One 360 and Atlanta Postal CU, but not to Navy Federal CU, Emigrant Direct or Ally Bank. However, I will keep Quicken installed on my computer so I can go back and look up transactions if needed. I do not plan to import my historic Quicken data into a new program but will start fresh. I also track the value of my other assets such as property and print out a net worth report. I like to connect to my accounts once a week and download any new transactions and balances and print out a report showing all my account balances. My main use of Quicken is as a register to track my savings, checking, CD, brokerage and IRA accounts. Specifically I have taken a cursory look at Moneydance, You Need A Budget (YNAB) and GnuCash. In the meanwhile, I have been investigating using another product. Who knows, maybe HIG will work these issues out and release Quicken 2017 as a better and more stable product. With Intuit's sale of Quicken to HIG Capital, it seems more bugs are cropping up in Quicken 2016 and less responsive tech support is available. Then click the - (minus) sign at the bottom right of the page, or the 'Delete Reminder' button.Over the past year I have become more and more frustrated with Quicken. To delete a reminder, highlight the reminder from the list on the right of the calendar. To edit a reminder double-click on the name of the reminder in the list on the right. If the Auto-Commit box is not checked when you create your Transaction Reminder, the transaction will not be applied to your register until/unless you manually apply the reminder. Selecting “0” in the “Days Before Scheduled” field will apply the transaction to your account on the day it is scheduled. When creating a Transaction Reminder selecting “Auto-Commit” will enter the transaction in the appropriate account register a set number of days before the transaction is scheduled. A reminder will occur on all dates you specify in ANY and ALL tabs. When you create a reminder, you'll see a 'Repeat every.' option which offers a number of different date “tabs”. Reminders can occur one time, or can be Repeated. You may also choose to enter a Check #, Memo, or Tag(s). Select the appropriate Account for the transaction by clicking the up/down arrows on the left.Įnter a Description, Category (or multiple categories using a split transaction), and Payment/Deposit amount. The First Date is the first date the reminder will occur on, the Last Date is the last date the reminder will occur and is an optional field. The Reminder Description field is for your information, and is used as the name within the list to the right of the reminder calendar. You can also select the + (plus) button at the bottom right of the page, or 'New Transaction Reminder'. To create a new reminder you can click on the appropriate date in the calendar. You can create a Transaction Reminder by selecting Reminders in the Moneydance Sidebar, or by navigating to Tools→Reminders. Transaction Reminders are transactions that appear on the calendar and Home Page according to a set schedule, and can be recorded into your register directly. ![]()
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