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Quicken Community / Forums / Quicken Online--the Online Quicken product / Upcoming Product Features /
Please allow up to 12 Months HISTORICAL DATA
May 08, 2009 08:37 am

[soulwood]
soulwood

Total posts: 16
Number of years using Quicken: 10+ years
Quicken Online
Mac OS X 10.5
This post is about: Quicken Online
I know that you probably need to limit the amount of storage space to users - especially with a free product, but that minimum limitation for new users really should allow you to enter at least 12 months of Historical data (instead of 3).

Otherwise, the trend and goal facilities are much less useful - because you cannot view the annual picture, until you have used the software for at least a year.

Could this limitation be relaxed?

Thanks!
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[smithwm66]
Illinois
Total posts: 1
Voted helpful: 1
This is a new post #2
of 9 		Please allow up to 12 Months HISTORICAL DATA
Jul 04, 2009 08:29 am 
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This post is about: Quicken Online
Replying to: phenixdragon (May 13, 2009 10:11 pm)
Ditto

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  • tomwnd82 (Jul 4, 2009 11:20 am)



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    [tomwnd82]
    Indiana
    Total posts: 5
    Voted helpful: 2
    Number of years using Quicken: 1 year or less
    Quicken Online 2009
    Windows XP
    This is a new post #3
    of 9         		Please allow up to 12 Months HISTORICAL DATA
    Jul 04, 2009 10:20 am 
    Reply to this message  
    This post is about: Quicken Online
    Replying to: smithwm66 (Jul 4, 2009 9:29 am)
    Ditto again.

    Considering that Quicken claims* to be the leader in personal finance apps, their Quicken Online product's lack of usable historical data is very surprising. Any finance product worth anything must allow an ability to present long term trends - past and future. Maybe it is a planned upgrade...but to have this product up live without an acknowledged beta status is amusing.

  • Quote from the welcome letter @ http://quicken.intuit.com/transfer-from-microsoft-money.jsp

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    [veggeep]
    Virginia
    Total posts: 3
    Number of years using Quicken: 10+ years
    Quicken Mac 2007
    Mac OS X 10.5
    This is a new post #4
    of 9         		Please allow up to 12 Months HISTORICAL DATA
    Jul 10, 2009 06:15 am 
    Reply to this message  
    This post is about: Quicken Online
    Agreed.

    However, I think this limitation is at least partially imposed by the scope of transaction data available from the financial institutions providing it (at least through the specific mechanism QO is using to retrieve it). For example, my bank only makes 90-days of transactions available on a "live" basis -I can download all the historical data I want in individual statements, but they are all archived in PDF form, and therefore may not be accessible to QO's retrieval query.

    One of my credit cards is even worse -it only gives the current month-to-date (and it still requires a security question be entered at every update). So if I don't do a manual refresh on that card on the last day of every month, I could end up missing transactions -and the lack of a means to enter my own cleared transactions obviates that they would be excluded for good.

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    [vgriggs]
    California
    Total posts: 1
    Voted helpful: 2
    This is a new post #5
    of 9         		Please allow up to 12 Months HISTORICAL DATA
    Jul 19, 2009 02:44 pm 
    Reply to this message  
    This post is about: Quicken Online
    Agreed. To be honest, I'd pay for the ability to access historical data online. Let me upload .qfx files from my financial institution into Quicken Online and it's worth money to me. I just spent literally 3 hours between the Intuit website and an online chat session to see if there was ANY Intuit product that would let me import historical data AND access it all online. The answer? Nope.

    Disclaimer: Quickbooks live chat is not available on the weekends so I couldn't vet that product, but my bank tells me that I can't use Quickbooks without a special small business account, so I didn't keep pursuing it.

    PLEASE, please, please offer the ability to add historical transactions to an online version. Again - I'd pay for this capability and I'll bet others would, too.

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    [Schwicka]
    Missouri
    Total posts: 1
    Voted helpful: 1
    This is a new post #6
    of 9         		Please allow up to 12 Months HISTORICAL DATA
    Nov 20, 2009 08:01 am 
    Reply to this message  
    This post is about: Quicken Online
    YES! And as a corollary, please allow us to track our trends up to 12 months prior also. That data is already in the system; it just needs to be organized accordingly. So please put the option to look back 12 months to track my spending trends!

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    [bmazyck]
    Maryland
    Total posts: 1
    Voted helpful: 1
    This is a new post #7
    of 9         		Please allow up to 12 Months HISTORICAL DATA
    Nov 22, 2009 03:15 pm 
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    This post is about: Quicken Online
    Although you initially get only 3 months of data, if you navigate to Missing Transactions, you can import additional data, albeit in 3 month increments. I was able to successfully download all my 2009 transactions from my bank accounts.

    Replies to this message
  • alrautbort (Dec 6, 2009 5:47 pm)



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    [alrautbort]
    Illinois
    Total posts: 2
    This is a new post #8
    of 9         		Please allow up to 12 Months HISTORICAL DATA
    Dec 06, 2009 04:47 pm 
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    This post is about: Quicken Online
    Replying to: bmazyck (Nov 22, 2009 4:15 pm)
    I am interested in how you were able to get the system to import more then the 3 months of data. Can you please explain how to import data older then the 3 months of data. Thanks for your help.

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    [mburdsall]

    Total posts: 43
    Voted helpful: 2
    This is a new post #9
    of 9         		Please allow up to 12 Months HISTORICAL DATA
    Dec 13, 2009 03:22 pm 
    Reply to this message  
    This post is about: Quicken Online
    Another feature that would be nice is to allow users to load transaction files into accounts. This would allow users to build the history.

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