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Quicken Community / Forums / Quicken Online--the Online Quicken product / Upcoming Product Features /
Former MS Money User and Accountant - My Wishlist for Quicken Online
Jun 18, 2009 08:42 am

[artemisia]
artemisia

Total posts: 11
Voted helpful: 1
Quicken Online
This post is about: Quicken Online
Features Mint.com has that Quicken doesn't:
- Rewrites the bank payee data to something I can instantly recognize
- Split transactions
- Writes "Transfer Out to xxx" instead of just the words "Payment" in the Payee field for transfers.
- Alert that the transfer out is matched to another transaction in another account (Not best solution, but it's a start).

Features Quicken has that Mint.com doesn't:
- Upcoming transactions (main reason I'm deleting my account with Mint.com)

Features I wish Quicken had:
- Real Bank Reconciliation (I'm not satisfied with the upcoming transaction matching features alone)
- Upcoming transactions which are Transfers Out to another account automatically post to that other account with a good non-confusing reference to it.
- Transfers Out are reconciled to the Transfer In on another account. Right now I have to manually look through all the accounts and make sure the matching transfers exist and are classed correctly because there is no reconciliation feature. Many a credit card payment has been classified as as something other than a transfer out in my checking account.
- A custom outlook feature on the homepage. I want to project how much money I have 3, 6 or 12 months from now so I can continue to pay extra on my credit cards. If I lived paycheck to paycheck I wouldn't need finance software.
- Reminders to pay a credit card on its due date. I'm sure there is a way Quicken can download the due date and post it on the front page.
- Subcategories
- Reports showing income against expenses. (Yes, I'm an accountant)
- Make paying down a credit card a goal feature!

Thanking you in advance for your consideration.
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[artemisia]

Total posts: 11
Voted helpful: 1
Quicken Online
This is a new post #1
of 3 		Former MS Money User and Accountant - My Wishlist for Quicken Online
Jun 18, 2009 08:55 am 
Reply to this message  
This post is about: Quicken Online
More Wishes:
- Downloaded PayPal Payee information is currently confusing. The name of the payee should show up instead of "Pending Balance Payment By" (Mint.com downloads the right info so this is possible)

- I'm still reconciling my transfers after two hours. I can't even add a budget category for Transfers Out and Transfers In to make sure that both added equal zero. I know you guys are taking the transfers and basically dumping them into an exchange account but that exchange account should always equal zero. There is no comfort for me to know that this is the case.

- Be able to view a RealBalance at a future date that account for recurring upcoming transactions.

Replies to this message
  • artemisia (Jul 22, 2009 2:53 pm)



    • 1 user found this answer helpful. Did you find this answer helpful? Yes No

    [rock.nahardplace]

    Total posts: 1
    Voted helpful: 1
    This is a new post #2
    of 3         		MSMoney User business(s) owner - My Wishlist for Quicken Online
    Jun 22, 2009 08:05 am 
    Reply to this message  
    This post is about: Quicken Online
    I'd have to agree 110% with everything identified by the accountant for the on-line version. I'm a SEBO for 35 years, 15 managed with MSMoney. There's allot I like about Quicken, inuitiveness and simplicity; and better smartphone (bbbold) integration than Money, but I desperatly miss split transactions, subcatagories and custom reports - this is how I do my business/personal taxes; it's been seemless for me until now. I will go with one of the Quicken products, but with these items missing, I'm concerned about taxes and being able to track in as detailed a fashion as I do now.

    1 user found this answer helpful. Did you find this answer helpful? Yes No

    [artemisia]

    Total posts: 11
    Voted helpful: 1
    Quicken Online
    This is a new post #3
    of 3         		Former MS Money User and Accountant - My Wishlist for Quicken Online
    Jul 22, 2009 01:53 pm 
    Reply to this message  
    This post is about: Quicken Online
    Replying to: artemisia (Jun 18, 2009 9:55 am)
    More for the wish list: Running Balances!

    Fix this PayPal bug: Your downloading of PayPal is off. I just sent you an email and screenshot of the bug. Please download PayPal's "name/email" field instead of the "type" field so we can get the actual payee's name instead of "Debit Card Signature Purchase To". Mint.com does it, so can you.

    I tried renaming it to the actual payee but it doesn't take. I cut and paste the actual payee, click into a different account and then return. Everything gets deleted and "Debit Card Signature Purchase To" returns. Quite frustrating!

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