Is there a possibility that I will be able to connect with US Treasury Direct, in order to manage and download data from them? I subscribed to the Quicken 2018 deluxe Version thru 2020, but have a lot of problems/issues compared to previous versions.
@jacobs, I just realized why my original statement on US Treasury Direct and the other government accounts was correct.
Express Web Connect doesn't support investment accounts.
All investment accounts in Quicken have to be imported with either Direct Connect or Web Connect. Both of which Intuit charges for.
Is there a possibility that I will be able to connect with US Treasury Direct, in order to manage and download data from them? I subscribed to the Quicken 2018 deluxe Version thru 2020, but have a lot of problems/issues compared to previous versions.
True!
US Treasury Direct is nonetheless like a company, with a website, a product, having a product team and management, like a commercial company. Whether or not they could or would pay a fee to Intuit is a good question. Or perhaps Intuit could make an exception if they are unable -- not unwilling, but unable -- to pay the marketing fee.
In any case, I'd guess that Alex didn't realize when replying that this was a department of the government, not a financial institution.
QMac 2007 & QMac Subscription • Quicken user since 1993
Please apply some quality control and long overdue updates to Lifetime Planner. IMO, its a vital third leg of the stool: Expense Mgt,, Investment Mgt,, Retirement (future) Planning
I would be more than happy to engage with your Product team on a roadmap, design, development, testing...
Scott 2018 QW HBR R10.10
Hello Sarah, It could indeed be a good improvement for users and thus a business adder for Quicken. I'd also be willing to provide suggestions, feedback, etc., should your product team move ahead with this. Best, AP
The most frustrating thing for me has been the way Quicken for Windows handles the screen. Modern Windows-based programs allow for continuous scaling of size whereas Quicken only has 2 font sizes and the "large" font size has numerous scaling problems that preclude me from using it. I use a high-resolution screen for graphics so the standard font in Quicken is very small, a real challenge for my aging eyes.
There are also a few annoying things that come with updates. When I go to do an update, the accounts I updated used to be checked and those checkboxes would be remembered each time. After the last update, the screen opens with none of the accounts checked so I have to click "all" then uncheck the 2 that I no longer update. It's a small thing, but why was that feature removed? Grrr!
On the practical side, Quicken has offered all the functional features I need since it allowed Quicken to update from financial sites in a single step process (2013?) and none of the added features have been of use to me. I have used Quicken since version 2 back in the 90's and appreciate the engine but I sure would like to see it step into the modern era of screen management!
My prediction is that if they are eclipsed by a competitor it will be on online program, not another Desktop program. That is assuming they don't do something stupid like trying to rewrite Quicken Windows from scratch and release it when it isn't ready like what was done in the case of Quicken Essentials for Mac.
That is where competitors can compete on a much more "equal" or even better footing.
For Quicken Inc it would be pretty much a total rewrite. Others have already a head start on this, or are starting from scratch just like Quicken Inc would have to do.
The most frustrating thing for me has been the way Quicken for Windows handles the screen. Modern Windows-based programs allow for continuous scaling of size whereas Quicken only has 2 font sizes and the "large" font size has numerous scaling problems that preclude me from using it. I use a high-resolution screen for graphics so the standard font in Quicken is very small, a real challenge for my aging eyes.
There are also a few annoying things that come with updates. When I go to do an update, the accounts I updated used to be checked and those checkboxes would be remembered each time. After the last update, the screen opens with none of the accounts checked so I have to click "all" then uncheck the 2 that I no longer update. It's a small thing, but why was that feature removed? Grrr!
On the practical side, Quicken has offered all the functional features I need since it allowed Quicken to update from financial sites in a single step process (2013?) and none of the added features have been of use to me. I have used Quicken since version 2 back in the 90's and appreciate the engine but I sure would like to see it step into the modern era of screen management!
With the Mac product, their problem was terrible management missteps. After deciding (probably correctly) to start over, the first attempt at a new Mac product ("Quicken Financial Life") didn't even make it out of beta testing and never came to market. Then they went out and bought a competitor, Mint, and put its founder, Andrew Patzer, in charge of the Quicken division. He then pushed out Essentials for Mac in 2010 because it had been nearly four years since Quicken 2007, and he said it was better to put out a product that would fill the needs of many users rather than putting out nothing for another year to keep working on a more complete version of Quicken -- which he promised for 2011. And then he left, and the full-fledged Quicken Mac product didn't come about. It wasn't until a new Intuit management team hired Marcus in late 2012, and he and a few developers began work revamping the Essentials code, that they progressed towards what eventually became Quicken 2015 for Mac -- which turned out to still be several years of work shy of being fully-featured.
With the Mac re-write, Marcus came in with the start-up website mentality of creating a minimum viable product, releasing it, and then iterating quickly based on customer feedback and requests. (I'm guessing that was probably about one-half actual development philosophy and the other half necessity dictated by a small development team.) The problem was customers moaned about extensive missing functionality, and the developers found they couldn't iterate and add features quickly enough.
With Windows, should they decide to pursue a re-write, the lessons should be that they need to keep the current product alive with ongoing updates while spending years in the lab silently working on the re-write, and that they shouldn't release the new version until it is significantly feature-complete. It seems a pretty daunting task. (As you note, competitors can start with a cleaner slate, while Quicken users would expect Quicken to replicate nearly every feature in the legacy product.) On the other hand, if you've got a product with layers of code dating back as much as 30 years, and you aim to stay in business for the next 30 years, can you continue patching the old code indefinitely, or do you need to do a complete re-write at some point? That's a state secret they cannot share because of their competitors, but it would be fascinating to know what their roadmap is.
QMac 2007 & QMac Subscription • Quicken user since 1993
I do like quicken. That said, you might consider losing the subscription thing. Pay before you know is never a good idea from the consumer's end of things. The subscription model has a habit of taking money while giving less than if your income depended on improvements.
I am still unclear as to how often updates roll out with the new subscription Quicken (2018 or 2019 or whatever). As I previously mentioned with Quicken 2016 I get updates from Quicken every few weeks, whereas Quicken updates for my previous Quicken sw (which I purchased every 3 years) were relatively rare. Therefore my question regarding the frequency of update under the subscription model - Is it accurate to expect updates every few weeks with sw fixes, and a more significant update every with every year of paid subscription? I am rather confused about what I would expect to encounter in the future.
Also, it would be helpful if Quicken showed us what the changes were whenever they rolled out an update - prior to the installation of the update. I don't remember seeing an option to do so, although I may just not see it.
I do like quicken. That said, you might consider losing the subscription thing. Pay before you know is never a good idea from the consumer's end of things. The subscription model has a habit of taking money while giving less than if your income depended on improvements.
There is no set schedule but currently the target is to issue updates at least every month. Each update can either be small or big fixes or the addition of small or big new features.
The whole point of the subscription model is that there is no longer a need to wait for an annual release to implement new features... they will come out as they are ready.
As for seeing the update, when you click on update you are presented with the notes of what is contained in the new update... but that is only presented after you have downloaded the update.
Alternatively, you can monitor the Release Notes page where the same info will be posted. Note that this may sometimes be delayed about a few days after the release, so you may have to wait. Or you can monitor this forum where the progam manager Quicken Marcus will post the details of the latest release even before the Release Notes page is updated.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
I do like quicken. That said, you might consider losing the subscription thing. Pay before you know is never a good idea from the consumer's end of things. The subscription model has a habit of taking money while giving less than if your income depended on improvements.
@Anne_Wright: there is no definitive answer to your question. For example, the Canadian version of Quicken transitioned onto the (so-called) subscription model one year before the US version. Quicken has only pushed out ~3 updates a year for the Canadian version. For example, it is July 17 today and the last update to Quicken 2018 Canadian was issued in March of this year (i.e. the last update was four months ago and no hint of when the next update to the Canadian version will be issued). On the other hand, there have been many updates released for the US version of late. I suggest we can infer that updates will not be issued with any predetermined periodicity, but will depend on the scale and impact of the issues that are being addressed, among other factors (e.g. the US version always gets priority over the Canadian version).
This discussion of the periodicity/timing/frequency of updates is, in my view, a moot point. The bottom line is that Quicken has set a new price point for the product, which is a bit higher than it was in the past (others have explained this in detail and have supported their arguments with facts so I won't repeat such). In my view, the cost of maintaining a current version of Quicken is approximately equivalent to the cost of purchasing one Starbucks lattes (or two Starbucks coffees) per month. In my view, Quicken is well worth the (new) price (and the Canadian version is more expensive than the US version, so I pay a premium price); that is, notwithstanding the fact that (as I've posted) I am (personally) expecting Quicken to make a lot of improvements in the relatively near future.
I believe that Quicken's management has recognized that they need to make some significant improvements or someone else will eventually eat their lunch. And, I think it is entirely a good thing for us Q users that they've come to that realization. In my view, there is no true competitive equivalent to Quicken right now (others are welcome to different opinions), but Q shouldn't rest on its laurels because there is a market for a Quicken like product are other companies building out the feature set of competitive products. Personally, I hope that Q is successful and remains the market leader because I have a lot of time and energy invested in the Q product; I believe there would be considerable switching cost to move to a competitive product (notwithstanding that I don't believe that there is an equivalent competitive product at this time).
"But many of you have also told us that as your own use of technology shifts away from the desktop environment you need us to support new platforms."
Please DO NOT forget those that are not shifting away from desktop applications.
Hello BobH,
Thanks for taking the time to reply, and welcome to our Quicken Community!
At this time, we have no plans to shift from a desktop program to an online-only version. Instead, we're working on a web-based companion app, with functionality similar to our mobile app. I hope this helps to calm your concerns.
We look forward to seeing you around the Community!
I do like quicken. That said, you might consider losing the subscription thing. Pay before you know is never a good idea from the consumer's end of things. The subscription model has a habit of taking money while giving less than if your income depended on improvements.
Just for clarification, my comments about the timing of releases are related to QMac where US and CA versions are the same product. I have no experience with QWin release cycles, where US and CA versions are different products.
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
I certainly hope you are able to improve Quicken. I am an unhappy customer who has begun looking for another product. I have been using Quicken for 6 years (Microsoft Money prior to that). For the last year or so, I have had problems everysingletime I try to update my accounts. I have spent countless hours on the phone with customer service. They "resolve" the problem, only to have it fail the very next time. The last "fix" caused different issues that took me hours to repair manually (but I figured that was safer than leaving it in Quicken's hands). In my view, Quicken needs to get the most basic functions working properly before you venture into new territory...
Hello Susan,
I'm sorry to hear you've had trouble recently with downloading from your bank, and appreciate you taking the time to reach out today to share your experience. I've located your recent contact notes and I think there may be more we can do to get this resolved, hopefully once and for all. I'm arranging for a higher-level support staff member to contact you. If we are unable to reach you by phone, we will reach out to the email address you have registered here in the Community to schedule a callback.
I have been with Quicken since 1998 and never had issues with Direct Connect. I periodically have issues with Express Connect. However, for the past 2 months, although the download box doesn't give me an error, it has failed to pull the accounts for 2 Direct Connect banks. It's frustrating.
Hello stevorat,
We appreciate you taking the time to share your experience and am sorry to hear that you've been unable to download transactions for the two Direct Connect banks.
I would like to arrange for a higher-level support staff member to contact you to investigate the bank downloading issues further. If we are unable to locate a phone number in our systems for you, we will reach out to the email address you have registered here in the Community to schedule a callback.
I don’t want my bank doing data flowing through or stored on quicken servers. Will the changes you are making to quicken download result in my data flowing through the quicken cloud?
Hi Jim,
That's a great question and thank you for asking!
The improvements we are making for the Express Web Connect download method are to improve the reliability and security of downloading your transaction data using Quicken server to Financial Institution server connections that are independent of the Quicken Cloud.
The Quicken Cloud is used to sync transaction and account information from Quicken to our companion Mobile App so you are able to manage your finances at any time or location from your mobile device. The companion App does not have the full functionality of the Quicken software but is great for entering/editing transactions, updating account balances and viewing limited investment data.
I hope this information helps to relieve your concerns but please let us know if you do have any further questions/concerns.
In keeping with the spirit of Mr. Dunn's message, to prioritize improving the existing experience over adding new features, here's my prioritized short list for the areas of Quicken that still need lots of attention:
1. Re-think the approach to Downloading transactions from financial institutions, includes diagnosing and mitigating problems when they occur. Approach it from the standpoint of "things will go wrong" vs. the current black box approach of expecting everything to always work correctly.
2. Improve the "batch load" experience, where I have transactions sitting in a text file list or a spreadsheet and I want to get them loaded into a Quicken ledger.
3. Make it possible to reconcile investment transactions. You might be tempted to classify this as "a new feature", but I consider "reconciliation" a core feature that should be supported in every account type.
4. Improve responsiveness and performance when updating Loan accounts. Today, the response time gets worse by a factor of 5 for each subsequent Loan transaction I update when in "Loan Details" view. The first update is near instantaneous, the next one takes five seconds, the third one takes 25 seconds, and so on.
5. Improve the "archive" experience. We all know that when the .QDF file becomes large, everything slows down. The way to keep it to a reasonable size is to archive older transactions. But as soon as I archive older transactions now I have a problem running historical reports and searching for old transactions. So I keep older transactions around as long as possible (for me, 5 years worth) so my reporting works correctly, until I can't stand the performance degradation, then I archive. Think outside the box! Don't leave all the archiving decisions to the whim of the user, create an architect-ed archive that achieves the archiving function but also makes it possible to extend reporting and searches into the archive.
Here's more information on #4, with a bit of sleuthing on my part. I did the File-->File_Operations-->Copy, Open New, File-->File_Operations-->Validate_&_Repair-->Validate cycle, and it helped a bit. So I dug further.
If I only work with a single Loan, within a single Q session, there is no performance degradation. When I open a second Loan account within the same Q session, everything slows down - Manual transaction entry, screen painting, scrolling, everything. Opening a third Loan account within the same Q session causes everything to slow down even more.
Typically I work with at least 4 Loan accounts in the same session, because all of my kids school loans (four of them) are in separate accounts, but they are all through Nelnet, so I get a consolidated statement from Nelnet and manually enter the transactions all in one session.
I can circumvent the slow down by restarting Quicken each time I switch Loan accounts. The slowdown symptom does not occur on the first Loan account I open and work with, it is only on subsequent accounts (second, third, fourths, etc).
A quick search through the forums confirms that others have seen this behavior as well.
I have used quicken for a long time now and used to be able to connect to my chase account for online updates. It has been 2 years now since the login always fails. Any solution to that bank connectivity problem?
Hello Roland,
I'm sorry to hear that you have been unable to connect with your Chase account for so long and appreciate you taking the time to share your experience.
Online Banking issues can almost always be resolved with a little troubleshooting and I would like to arrange for a higher-level support staff member to contact you to investigate this further. If we are unable to locate a phone number in our systems for you, we will reach out to the email address you have registered here in the Community to schedule a callback.
I paid for my upgrade at the beginning of the year but I do not believe my Quicken was ever updated. It looks and acts as it always has in the past. You can call me at [personal information removed]. Thank you!
Hi Caroline,
We appreciate your taking the time to share your experience and I'm sorry to hear that Quicken doesn't seem to look or act like an upgraded product.
I took the liberty of looking through our system and can see that you have indeed upgraded to Quicken 2018 at the beginning of the year but I would like to arrange for a higher-level support staff member to contact you at the number provided to look into this further.
If we are unable to reach you by phone, we will reach out to the email address you have registered here in the Community to schedule a callback.
I don’t want my bank doing data flowing through or stored on quicken servers. Will the changes you are making to quicken download result in my data flowing through the quicken cloud?
Thanks for the reply. Please clarify a few details. How is data flowing through Quicken servers different than data flowing through the Quicken Cloud other than being a different set of servers? It simply sounds like the removal of one layer of interaction but is the data still stored on Quicken servers? If so, for how long?
Also, since Quicken Mobile also has the ability to download data from FIs/banks, will it continue to use EWC and the Quicken Cloud or it be transitioned to use this new API?
I have used Quicken for Windows starting with the DOS version (think it was 1989'ish) and continue to use it today. I recently moved to the subscription model and the latest version of Quicken. To say I am extremely disappointed is an understatement! Firstly, it corrupted my quicken file while converting to new version; luckily I had a recent backup. However, after converting to new file version, I have had nothing but one issue after another: > Bill Reminder has a mind of it's own, setting some of the current bills as paid and or scheduling next months bills. > bogus checking account entries > entries showing transfers to wrong account > some accounts will not connect to bank > etc.. I have even gone so far as to recreate my accounts from scratch and still having similar issues. I beg you to fix bugs and make current version stable before adding any further enhancements.
Hello Jules,
I'm very sorry to hear you're having so many issues, and appreciate you taking the time to share. Our Care team has been a crucial instrument as of late in reproducing and reporting bugs to our Product Developers for resolution. I can confirm that our Developers are well aware of the Bills issues (thanks to users like you sharing your feedback), and they are actively working towards a resolution. I am happy to report that we are making great strides on these particular issues and nearing a fix.
In regards to the erroneous checking account entries and transfers, I would like to arrange for a higher-level support staff member to contact you to investigate further. If we can confirm these potential bugs, we'll be happy to create new help tickets for our Product Developers to get these resolved, as well. Additionally, I would like our higher-level support member to work on your bank downloading issues as most bank download issues can be resolved, either through troubleshooting on our end, or changes on the financial institution's side. If we are unable to reach you by phone, we will reach out to the email address you have registered here in the Community to schedule a callback.
In response to an email from CEO: All I want: to be able to get BACK to where i was before the change. Which means, pay my bills on line, or writing checks. Also, I don't like updates to the program. (I understand you have to do updates!) The problem is, ever time an updatae takes place, it changes something(s) in my settings that I have waste time to track down and reset. I don't want continual notices of other "platforms" such as mobile apps for my phone. Offer it once, allowing me to say "NO" , or "ask me later". Quicken Home and Business
Hello Dennis,
Thank you for taking the time to share your experience although I'm sorry to hear that you've been experiencing so many issues in Quicken. I'm arranging for a higher-level support staff member to contact you to investigate these behaviors further. If we are unable to reach you by phone, we will reach out to the email address you have registered here in the Community to schedule a callback.
Hello All, Thank you so much for your feedback on this thread--we've got a lot of good information from you so we can continue to improve the product. The replies here are slowing down, so we're going to go ahead and close this post; we'll continue to reply to those who've already posted here to make sure you get the help you need.
If you are having an issue with Quicken that we can help you with, please post a new thread here in the community.
I have been a user for years but have given up because I’m so frustrated with downloading problems. And my Bank of America accounts have never downloaded automatically. Reviews of the new forced subscription service are overwhelmingly bad so thus far I have refused to sign up. Really hope new management can improve things but I’m not too optimistic/
Hello Eric,
I'm very sorry to hear you're having download issues with your Bank of America accounts, and appreciate you taking the time to share your experience.
I'm arranging for a higher-level support member to contact you in order to work on your bank downloading issues. Most bank download issues can be resolved, through troubleshooting on our end, changes on the financial institution's side, or, as a last resort, through escalation to our service provider.
If we are unable to locate a phone number for you on file, we will reach out to the email address you have registered here in the Community to arrange a callback.
I have been a Quicken user for many years and with each upgrade there are enhancements, but I agree, the features don't seem to be tested very well before they are distributed to the public.
I work in IT and I can say that we test our updates very well before before we vet them out and we look for a fix before pushing out a faulty product. Seeing all of the negative comments and the "subscription" status to 2018 has me very wary about upgrading. And the subscription is pretty expensive for what is presented.
The history of customer support has been sketchy at best with Quicken and I don't even bother with them any longer as they offer less than stellar help. There seems to be much room for improvement in the overall Quicken experience.
Hello Cindy,
Thank you for taking the time to share your experience and suggestions. We have rolled out new training courses recently for our Care team, and have regularly received positive feedback regarding our efforts from other users. While we recognize there's still work to be done, we will continue working to sufficiently train our team and improve Quicken overall.
Thank you again for your feedback, we sincerely appreciate it.
I replied to Mr. Dunn's letter with the following:
Mr. Dunn,
I am a very long time Quicken user who is now thinking about looking for an alternative to Quicken.
Last week I made the mistake of applying the latest update to your product. I have learned over the years to never update when the patches are first offered; there are bound to be problems. These patches get released without sufficient testing, and I, as a consumer, am becoming the beta tester. In general I try to avoid updating Quicken because it generally means more or newer problems.
I no longer have access to my program. After putting in my password instead of quickly opening my date there is a blue spinning circle, then the program crashes, and Windows gives me an error message “Quicken Window has stopped working. A problem caused the program to stop working correctly. Windows will close the program and notify you if a solution is found.”
I spent a lot of time with tech support. We tried to not put in the password, then go to the file menu and validate the data file (no errors), applied the Mondo patch, reinstalled the program, and more, and nothing works. I was told it is a known issue and is being worked on.
I have no idea how I will ever know if this issue is fixed since I can’t get into the program. I am an experienced computer user (since around 1989), and I have never had a program that has so many problems. I used to avoid upgrading to new versions once I had a stable version working. I don’t think that will be possible with your new subscription program, so I feel like I will have to go through issues like this every year.
Please slow the development cycle and do a lot more testing before releasing the program. I am not running anything exotic here; just a Windows 10 Dell computer so nothing in my hardware should be an issue.
Not sure you will be able to answer, but it would be great to be able to use my program again and get access to my date. Hopefully you will have a fix by tax season.
Sincerely,
Hello SGFL,
Thank you for taking the time to reply, and apologies for your recent troubles. I'm arranging for a higher-level support member to contact you in order to work on your current issues in order to regain access to your program. If we are unable to locate a phone number for you on file, we will reach out to the email address you have registered here in the Community to arrange a callback.
Here is my view as a user and as a support for my clients. My clients use Quicken on a PC, as I do. I only support Windows. I have found that Quicken is stable and permits my users and me to keep track of their bills, income, accoiunts, and investments accurately. I have found the reports function to be just OK, but a weak point. Better budgeting and report formating would be most welcome. I find the support for the average user not be good because the language used by Quicken and your support team is often not the same language used by the lay user. Furthermore, users tend to state the solution to the problem rather than to state the actual problem. Training support staff to both teach the language as well as to isolate what problem is actually having is paramount to improving the experience users have with support. Publishing a good, thorough, instruction manual, would be ideal. Having a good understanding of how to enter transactions manually that have not yet cleared in checking, savings, investment accounts, and credit cards would be of enormous value. I hope that Quicken improves.
Hello Albert,
Thank you for taking the time to reply, and apologies for the delay in responding. These are all great points and we sincerely appreciate your feedback. We'll be sure to keep these pain points in mind while we continue working to improve the Quicken program and support. Additionally, I recommend reviewing the Ideas in this forum and clicking VOTE for any future improvements you'd like to see. Our Product Developers often look to our Community forum for suggestions, and the more votes an Idea receives, the more likely it will be considered for future implementation.
I would not use Quicken again. I just wanted a simple checking account program so I decided to buy Quicken 2013. The program worked basically fine for about 3 years. Then, slowly glitches started appearing. Scheduled transactions that the $ amount would not change when updated or could not be deleted. Now there are so many errors that it's almost not worth using. I expect a simple paid program to last for more than 3 years! These companies that want you to pay extra for technical support for an error in THEIR program... just doesn't make sense. Bye bye Quicken!
Hello Bill,
I'm sorry to hear you've had trouble with your 2013 version, and appreciate you taking the time to reply. To shed some light, Quicken's previous model consisted of releasing a new product version (for example, Quicken 2013) that would be discontinued about 3.5 years later. Depending on when you purchased and installed the new version, you would have up to 3.5 years of support and online services. Unfortunately, once a product is discontinued, we no longer provide support for it, nor do we roll out updates to fix issues within that software. For more details, please review our Discontinuation Policy here: https://www.quicken.com/support/quicken-discontinuation-policy.
Our new membership model allows you to purchase your program for 12, 24, or 27 months (depending on where you purchase your software and which option you prefer), rather than the previous 'up to 42 months' model. This new model allows us to simplify the experience of being an ongoing Quicken customer, and to allow us to better focus our company resources on improving the Quicken software, services, and customer care experience. For more info on our subscription model and reasons behind the change, please visit https://getsatisfaction.com/quickencommunity/topics/from-eric-dunn-ceo-of-quicken-letter-to-the-quic....
We appreciate your feedback, and hope you'll consider upgrading to a supported product. Once on a supported version, our Care team will be happy to help with any questions or concerns you run into. Our Care contact details can be found at https://www.quicken.com/support#contact-support.
I live in Brazil. I am an old user of Quicken, probably one of a few in Brazil. I use Quicken to manage my personal investment portfolio. Quicken do not provide any kind of online access to bank and brokers accounts in Brazil. I do not need ('cause useless) a subscription Quicken account. Please, keep plain software (no subscription) available.
Hello Will,
I'm sorry you did not receive a response to your final questions. It is true that Quicken is intended only for use in Canada and the U.S. There may have been previous versions available in other countries but since our separation from Intuit, we have not provided support for locations beyond Canada and the U.S. Additionally, at this time, we have no plans to expand beyond these two countries. Apologies for any inconvenience.
Comments
Express Web Connect doesn't support investment accounts.
All investment accounts in Quicken have to be imported with either Direct Connect or Web Connect. Both of which Intuit charges for.
US Treasury Direct is nonetheless like a company, with a website, a product, having a product team and management, like a commercial company. Whether or not they could or would pay a fee to Intuit is a good question. Or perhaps Intuit could make an exception if they are unable -- not unwilling, but unable -- to pay the marketing fee.
In any case, I'd guess that Alex didn't realize when replying that this was a department of the government, not a financial institution.
It could indeed be a good improvement for users and thus a business adder for Quicken. I'd also be willing to provide suggestions, feedback, etc., should your product team move ahead with this.
Best,
AP
That is where competitors can compete on a much more "equal" or even better footing.
For Quicken Inc it would be pretty much a total rewrite. Others have already a head start on this, or are starting from scratch just like Quicken Inc would have to do.
With the Mac re-write, Marcus came in with the start-up website mentality of creating a minimum viable product, releasing it, and then iterating quickly based on customer feedback and requests. (I'm guessing that was probably about one-half actual development philosophy and the other half necessity dictated by a small development team.) The problem was customers moaned about extensive missing functionality, and the developers found they couldn't iterate and add features quickly enough.
With Windows, should they decide to pursue a re-write, the lessons should be that they need to keep the current product alive with ongoing updates while spending years in the lab silently working on the re-write, and that they shouldn't release the new version until it is significantly feature-complete. It seems a pretty daunting task. (As you note, competitors can start with a cleaner slate, while Quicken users would expect Quicken to replicate nearly every feature in the legacy product.) On the other hand, if you've got a product with layers of code dating back as much as 30 years, and you aim to stay in business for the next 30 years, can you continue patching the old code indefinitely, or do you need to do a complete re-write at some point? That's a state secret they cannot share because of their competitors, but it would be fascinating to know what their roadmap is.
I am still unclear as to how often updates roll out with the new subscription Quicken (2018 or 2019 or whatever). As I previously mentioned with Quicken 2016 I get updates from Quicken every few weeks, whereas Quicken updates for my previous Quicken sw (which I purchased every 3 years) were relatively rare. Therefore my question regarding the frequency of update under the subscription model - Is it accurate to expect updates every few weeks with sw fixes, and a more significant update every with every year of paid subscription? I am rather confused about what I would expect to encounter in the future.
Also, it would be helpful if Quicken showed us what the changes were whenever they rolled out an update - prior to the installation of the update. I don't remember seeing an option to do so, although I may just not see it.
The whole point of the subscription model is that there is no longer a need to wait for an annual release to implement new features... they will come out as they are ready.
As for seeing the update, when you click on update you are presented with the notes of what is contained in the new update... but that is only presented after you have downloaded the update.
Alternatively, you can monitor the Release Notes page where the same info will be posted. Note that this may sometimes be delayed about a few days after the release, so you may have to wait. Or you can monitor this forum where the progam manager Quicken Marcus will post the details of the latest release even before the Release Notes page is updated.
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- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
You can see some facts/data on the timing of releases by reviewing details on this page:
https://www.quicken.com/support/update-and-mondo-patch-2018-release-quicken-windows
This discussion of the periodicity/timing/frequency of updates is, in my view, a moot point. The bottom line is that Quicken has set a new price point for the product, which is a bit higher than it was in the past (others have explained this in detail and have supported their arguments with facts so I won't repeat such). In my view, the cost of maintaining a current version of Quicken is approximately equivalent to the cost of purchasing one Starbucks lattes (or two Starbucks coffees) per month. In my view, Quicken is well worth the (new) price (and the Canadian version is more expensive than the US version, so I pay a premium price); that is, notwithstanding the fact that (as I've posted) I am (personally) expecting Quicken to make a lot of improvements in the relatively near future.
I believe that Quicken's management has recognized that they need to make some significant improvements or someone else will eventually eat their lunch. And, I think it is entirely a good thing for us Q users that they've come to that realization. In my view, there is no true competitive equivalent to Quicken right now (others are welcome to different opinions), but Q shouldn't rest on its laurels because there is a market for a Quicken like product are other companies building out the feature set of competitive products. Personally, I hope that Q is successful and remains the market leader because I have a lot of time and energy invested in the Q product; I believe there would be considerable switching cost to move to a competitive product (notwithstanding that I don't believe that there is an equivalent competitive product at this time).
Thanks for taking the time to reply, and welcome to our Quicken Community!
At this time, we have no plans to shift from a desktop program to an online-only version. Instead, we're working on a web-based companion app, with functionality similar to our mobile app. I hope this helps to calm your concerns.
We look forward to seeing you around the Community!
Best regards,
Alex
(If you find this reply helpful, please be sure to click "Like", so others will know, thanks.)
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
I'm sorry to hear you've had trouble recently with downloading from your bank, and appreciate you taking the time to reach out today to share your experience. I've located your recent contact notes and I think there may be more we can do to get this resolved, hopefully once and for all. I'm arranging for a higher-level support staff member to contact you. If we are unable to reach you by phone, we will reach out to the email address you have registered here in the Community to schedule a callback.
We look forward to working with you!
Thank you,
Alex
We appreciate you taking the time to share your experience and am sorry to hear that you've been unable to download transactions for the two Direct Connect banks.
I would like to arrange for a higher-level support staff member to contact you to investigate the bank downloading issues further. If we are unable to locate a phone number in our systems for you, we will reach out to the email address you have registered here in the Community to schedule a callback.
We look forward to working with you!
Thank you,
Sarah
That's a great question and thank you for asking!
The improvements we are making for the Express Web Connect download method are to improve the reliability and security of downloading your transaction data using Quicken server to Financial Institution server connections that are independent of the Quicken Cloud.
The Quicken Cloud is used to sync transaction and account information from Quicken to our companion Mobile App so you are able to manage your finances at any time or location from your mobile device. The companion App does not have the full functionality of the Quicken software but is great for entering/editing transactions, updating account balances and viewing limited investment data.
I hope this information helps to relieve your concerns but please let us know if you do have any further questions/concerns.
Thank you,
Sarah
If I only work with a single Loan, within a single Q session, there is no performance degradation. When I open a second Loan account within the same Q session, everything slows down - Manual transaction entry, screen painting, scrolling, everything. Opening a third Loan account within the same Q session causes everything to slow down even more.
Typically I work with at least 4 Loan accounts in the same session, because all of my kids school loans (four of them) are in separate accounts, but they are all through Nelnet, so I get a consolidated statement from Nelnet and manually enter the transactions all in one session.
I can circumvent the slow down by restarting Quicken each time I switch Loan accounts. The slowdown symptom does not occur on the first Loan account I open and work with, it is only on subsequent accounts (second, third, fourths, etc).
A quick search through the forums confirms that others have seen this behavior as well.
I'm sorry to hear that you have been unable to connect with your Chase account for so long and appreciate you taking the time to share your experience.
Online Banking issues can almost always be resolved with a little troubleshooting and I would like to arrange for a higher-level support staff member to contact you to investigate this further. If we are unable to locate a phone number in our systems for you, we will reach out to the email address you have registered here in the Community to schedule a callback.
We look forward to working with you!
Thank you,
Sarah
We appreciate your taking the time to share your experience and I'm sorry to hear that Quicken doesn't seem to look or act like an upgraded product.
I took the liberty of looking through our system and can see that you have indeed upgraded to Quicken 2018 at the beginning of the year but I would like to arrange for a higher-level support staff member to contact you at the number provided to look into this further.
If we are unable to reach you by phone, we will reach out to the email address you have registered here in the Community to schedule a callback.
We look forward to working with you!
Thank you,
Sarah
Also, since Quicken Mobile also has the ability to download data from FIs/banks, will it continue to use EWC and the Quicken Cloud or it be transitioned to use this new API?
- Where to find a Help Guide for Quicken for Mac?
- Quicken Mac FAQ list
- Quicken Windows FAQ list
- Help Guide and FAQs for Quicken Mobile
COMPLETE list of Product Ideas - Quicken for Mac to VOTE onObject to Quicken's business model, using up 25% of your screen? Add your vote here:
Quicken should eliminate the LARGE Ad space when a subscription expires
(Canadian Q user since '92, STILL using QM2007)
I'm very sorry to hear you're having so many issues, and appreciate you taking the time to share. Our Care team has been a crucial instrument as of late in reproducing and reporting bugs to our Product Developers for resolution. I can confirm that our Developers are well aware of the Bills issues (thanks to users like you sharing your feedback), and they are actively working towards a resolution. I am happy to report that we are making great strides on these particular issues and nearing a fix.
In regards to the erroneous checking account entries and transfers, I would like to arrange for a higher-level support staff member to contact you to investigate further. If we can confirm these potential bugs, we'll be happy to create new help tickets for our Product Developers to get these resolved, as well. Additionally, I would like our higher-level support member to work on your bank downloading issues as most bank download issues can be resolved, either through troubleshooting on our end, or changes on the financial institution's side. If we are unable to reach you by phone, we will reach out to the email address you have registered here in the Community to schedule a callback.
We look forward to working with you!
Thank you,
Alex
Thank you for taking the time to share your experience although I'm sorry to hear that you've been experiencing so many issues in Quicken. I'm arranging for a higher-level support staff member to contact you to investigate these behaviors further. If we are unable to reach you by phone, we will reach out to the email address you have registered here in the Community to schedule a callback.
We look forward to working with you!
Thank you,
Sarah
Thank you so much for your feedback on this thread--we've got a lot of good information from you so we can continue to improve the product. The replies here are slowing down, so we're going to go ahead and close this post; we'll continue to reply to those who've already posted here to make sure you get the help you need.
If you are having an issue with Quicken that we can help you with, please post a new thread here in the community.
Thanks,
Quicken Kathryn
Community Administrator
I'm very sorry to hear you're having download issues with your Bank of America accounts, and appreciate you taking the time to share your experience.
I'm arranging for a higher-level support member to contact you in order to work on your bank downloading issues. Most bank download issues can be resolved, through troubleshooting on our end, changes on the financial institution's side, or, as a last resort, through escalation to our service provider.
If we are unable to locate a phone number for you on file, we will reach out to the email address you have registered here in the Community to arrange a callback.
We look forward to working with you!
Thank you,
Alex
Thank you for taking the time to share your experience and suggestions. We have rolled out new training courses recently for our Care team, and have regularly received positive feedback regarding our efforts from other users. While we recognize there's still work to be done, we will continue working to sufficiently train our team and improve Quicken overall.
Thank you again for your feedback, we sincerely appreciate it.
Thank you,
Alex
Thank you for taking the time to reply, and apologies for your recent troubles. I'm arranging for a higher-level support member to contact you in order to work on your current issues in order to regain access to your program. If we are unable to locate a phone number for you on file, we will reach out to the email address you have registered here in the Community to arrange a callback.
We look forward to working with you!
Thank you,
Alex
Thank you for taking the time to reply, and apologies for the delay in responding. These are all great points and we sincerely appreciate your feedback. We'll be sure to keep these pain points in mind while we continue working to improve the Quicken program and support. Additionally, I recommend reviewing the Ideas in this forum and clicking VOTE for any future improvements you'd like to see. Our Product Developers often look to our Community forum for suggestions, and the more votes an Idea receives, the more likely it will be considered for future implementation.
Sincerely,
Alex
I'm sorry to hear you've had trouble with your 2013 version, and appreciate you taking the time to reply. To shed some light, Quicken's previous model consisted of releasing a new product version (for example, Quicken 2013) that would be discontinued about 3.5 years later. Depending on when you purchased and installed the new version, you would have up to 3.5 years of support and online services. Unfortunately, once a product is discontinued, we no longer provide support for it, nor do we roll out updates to fix issues within that software. For more details, please review our Discontinuation Policy here: https://www.quicken.com/support/quicken-discontinuation-policy.
Our new membership model allows you to purchase your program for 12, 24, or 27 months (depending on where you purchase your software and which option you prefer), rather than the previous 'up to 42 months' model. This new model allows us to simplify the experience of being an ongoing Quicken customer, and to allow us to better focus our company resources on improving the Quicken software, services, and customer care experience. For more info on our subscription model and reasons behind the change, please visit https://getsatisfaction.com/quickencommunity/topics/from-eric-dunn-ceo-of-quicken-letter-to-the-quic....
We appreciate your feedback, and hope you'll consider upgrading to a supported product. Once on a supported version, our Care team will be happy to help with any questions or concerns you run into. Our Care contact details can be found at https://www.quicken.com/support#contact-support.
Sincerely,
Alex
I'm sorry you did not receive a response to your final questions. It is true that Quicken is intended only for use in Canada and the U.S. There may have been previous versions available in other countries but since our separation from Intuit, we have not provided support for locations beyond Canada and the U.S. Additionally, at this time, we have no plans to expand beyond these two countries. Apologies for any inconvenience.
If you have additional questions or concerns, our Care contact details can be found at https://www.quicken.com/support#contact-support.
Thank you,
Alex