I have used the regular quicken for over a decade now and recently converted to excel for tracking my balance sheet and annual spending by category. As a result, I started using quicken online to stay on top of the transaction categorization and I like it! Allows me to log in at work when I have a few minutes or on my iPhone.
BUT...a few features I really need.
1) Split transactions (enough said...)
2) Subcategories so I can see some totals on the traends tab for the high level cats
3) Add notes via the iPhone app
4) see YTD spend by cat in the iPhone app
5) rather than charts, a simple table of spend by category by month (and total ytd) organized by my category list rather than top down by dollars spent (and make this exportable to a csv file)
I tried both Quicken and Mint, and although Mint's interface is better and it has split trans, having no control over the catogory names and then not being able to categorize in my iPhone app made the difference for me. HOWEVER, in general quicken online is a bit behind mint and I would like to see you guys catch up.
New features I would like... Aug 27, 2009 10:14 am
This post is about: Quicken Online
another item
- Although I like quicken guessing at my categories, the challenge it creates is that when new transactions are downloaded, I can't really tell what I have already categorized and what I haven't. I would prefer a concept where either I can turn that off so all the new ones show as 'not categorized', or they show above a line of highlighted until I confirm the category.
New features I would like... Aug 27, 2009 10:22 am
This post is about: Quicken Online
forgot to mention transactions 'tags'. my example. I have a category for eating out which I track at a total level, but I would like to tag trnsactions so I can differentiate between the family eating out versus lunches here and there. the key is I budget in total, but in trying to understand my spending tags are handy.
