Our company's 401k also had 'non standard lower-fee' mutual funds that I had a difficult time getting accurately updated quotes into Quicken. made it harder and harder to massage the data so it appeared correct in Quicken. Over the years things like RSUs, stock spin-offs, mergers, pre-tax 401k, etc. The main reason I've used it for many years was for the cost basis of investments, never for the budgeting features. I was mostly that it didn't provide value to me anymore. I'll admit that I'm cheap, but that wasn't the basic reason why.
My Quicken 2017 update feature ended Apand I didn't purchase the new subscriber model version. Update: After three sessions lasting a total of more than two hours, Quicken Premier Tech Support admitted defeat, saying "go back to a known working backup and start from there." I did, and the very first download from Vanguard failed. I used Quicken text chat support for a download problem with Vanguard and it was pretty straightforward and fast. I may eventually get Quicken working again with Vanguard and TIAA, but for now I'm considering abandoning Quicken and tracking my TIAA assets at Vanguard or my Vanguard assets at TIAA. For TIAA also, Quicken reports "Your financial institution has downloaded data for an account that does not exist." Now, even with deactivate-reactivate, a simple download from Vanguard brings the dreaded OL-362-A message, "Your financial institution has downloaded data for an account that does not exist." I have tried many variations with no luck yet (unlike past times when deactivate-reactivate fixed everything).ĪND that very same day, TIAA accounts lost all associations in my Quicken file, so that I had to manually match up each existing TIAA account with its Quicken counterpart.
Yes, that always worked for me until this past Saturday. It's a minor pain and it shouldn't happen, but it has always fixed it for me. When a download is continuously failing for an institution, you most likely need to Deactivate it and then Reactivate it via the Account Details form under the failing Account.
Has anyone else played with the new system? Any tips on how to best use it? I am hoping that I can adopt different habits that will result in an overall process that is (nearly?) as convenient as what I have in place now. It is not as bad as it seems if you have most of your bills set as auto-pay AT THE BILLER. Only one payment per biller and not post dated. I like to schedule multiple payments for my most active credit card but this is no longer possible. This part is good except that it only works once the bill is generated.
You can set up Quicken to query billers for billed payments and those will be paid automatically. This means you need to stay on top of things and enter payments as they are due. The payment cannot be post dated and, as far as I can tell, cannot be re-used the next time - you must re-create the payment each time you want to make It. You need to go to a different section of Quicken to create a new payment and then send it with no connection to the reminder you already have. You can still post-date reminders but you no longer just type "send" on that reminder to schedule a future payment. This is how I manage projected cash-flow. The new service will not let you post-date scheduled payments. Quicken is discontinuing its current bill-pay service and replacing it with something else that is not as full-featured. I had to do a complete uninstall of Quicken to get 2020 to install.
I only had a problem when I tried to install 2020.
I ran Quicken 2017 with the new serial number for over a month with no problems it showed 13 months left on the software. if you goto Help About what quicken version are you running?I'm in the US of A. If you are running the subscription based Quicken ie 2018 and beyond it will automatically update to the newest version and you do not need to run the installer when purchasing a subscription renewal.Īre you in Canada? US versions of Quicken 2017 are not subscription based. if you goto Help About what quicken version are you running?
I didn't install new software and my 2017 renewed for 13 months when I put in my "subscription" product key.Īre you in Canada? US versions of Quicken 2017 are not subscription based. 2017 was not a part of the subscription and will expire in April 2020, you have to load the new subscription based quicken software as well. This is only true once you move onto a Subscription based Quicken ie 2018 and beyond. There is little change with the new model, mostly cosmetic. Juist entering the new serial number without installing the new Quicken will make the old Quicken good for another year. After you install you will need to activate to use the program. Installing the new quicken will remove your existing 2017 quicken.