What am I missing about connecting accounts?

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I just paid for a year of Quicken Premier and have been trying to set it up. So far I have discovered that my 401k (guideline) cannot connect to Quicken, my Mortgage (Truist) can't import anything beyond the current balance, Robinhood doesn't connect at all, and Coinbase only seems to work with Bitcoin. Every single one of these works in Mint. I have other, more traditional accounts to connect to, but at this point I'm taking a break to decide if I even want to continue.

The most ridiculous part is that it seems to be borderline impossible to import excel/csv. So even if I wanted to suck it up and manually update half my portfolio, they've done everything in their power to make that as hard as possible. It appears that my options are to go hunt down some 3rd party application to convert csv to a format Quicken understands, or manually enter years worth of transactions. After exploring ImportQIF, it looks like its just a janky work around that breaks frequently with the subscription version.

Am I missing something here or is this paid software somehow significantly worse than free options? And if so, how do I take advantage of the "30 day risk free" period that was advertised to me?

Comments

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @bjbosco,

    Thank you for reaching out to the Quicken Community, though I do apologize that you are experiencing these issues.

    Due to having issues across multiple financial institutions, we recommend that you reach out to Quicken Support directly for further assistance as they can walk you through troubleshooting steps in real time and utilize functions such as screen share and escalations if necessary.

    The Quicken Support phone number can be found through this link here. Phone support is available from 5:00 am PT to 5:00 pm PT, Monday through Friday.

    I apologize that we could not be of more assistance.

    -Quicken Jasmine

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  • bjbosco
    bjbosco Member
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    Thanks for the response, but after considering it for a while (and researching more) I opted for a refund. It is a MASSIVE red flag that you have community members who are so frustrated with your tool's import functionality that they wrote their own software to get around it. Its an even bigger red flag that you guys basically told your community members to pound sand when they asked for a feature that is virtually standard on SaaS programs.

  • Quicken Jasmine
    Quicken Jasmine Moderator mod
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    Hello @bjbosco,

    I do apologize for your frustrations and that I could not be of more assistance.

    Have a wonderful day!

    -Quicken Jasmine

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