Budget Categories and Online Connections

Hello. It's hard to not be sarcastic on this. New Quicken user and basically have found very little that works or is worth having.

Tried to add accounts first. Two bank accounts won't load. Banks told me they don't deal with Quicken Online. Only desktop.

Tried to download desktop. Says it won't download due RAM issues.

Stayed online and added my categories and tags. This appeared to work pretty good.

Tried to create a budget. 25% of the categories I created don't show up in the budget field.

If there's some concrete suggestions coming I'm totally up for them but about to ask for a refund.


  • bmciance
    bmciance SuperUser ✭✭✭✭✭

    All I can say is that Quicken is mainly a desktop application. Yes, it has a mobile app and does some things online but you need to keep everything in the desktop application. If you can't use the desktop application (do you have an old computer?) then asking for a refund is probably your best bet.

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