- QUICKEN MEDICAL EXPENSE MANAGER CONFIGURATION FOR MAC
- QUICKEN MEDICAL EXPENSE MANAGER CONFIGURATION MANUAL
- QUICKEN MEDICAL EXPENSE MANAGER CONFIGURATION SOFTWARE
As part of my account reconciliation, I would schedule payments to my credit cards and line them up with the pay day closest to the due date. For a long time I followed the pragmatic advice to stay in control of payments and to always push payments using my bank's bill pay service.
QUICKEN MEDICAL EXPENSE MANAGER CONFIGURATION FOR MAC
This was maybe the biggest factor that made me invest the effort of transitioning over to Quicken for Mac when I moved away from Windows. For every credit card charge, checking account transfer, deposit, or withdrawal I am notified through a combination of emails, text messages, and phone app push notifications.ġ) Get instant notification of transaction from financial institutionĢ) Within 1-2 weeks, import that transaction into Quicken via FI downloadģ) Get monthly notice of FI statement, download statement, skim for errorsīy dropping Quicken I can cut that back to just step 1 & 3. What has changed in the era of the smartphone is that instead of reconciling transactions in batches on a monthly basis, I'm doing it in realtime on a per transaction basis. On a similar timeline, the focus of this data also became less about "make sure enough money is in the right accounts" and more about "make sure all these transactions are accurate."
QUICKEN MEDICAL EXPENSE MANAGER CONFIGURATION MANUAL
Over the years this has transitioned from 100% manual entry to 99% automated import of transaction data. It was also at a time where my cash flow was lower so it was important to have more precision in tracking to ensure I wouldn't end up overdrawn.
QUICKEN MEDICAL EXPENSE MANAGER CONFIGURATION SOFTWARE
At the time, having software where I could quickly match check numbers against a statement to keep track of which payments had cleared was amazing. Of all the things I'll miss from the past, writing checks that could be cashed by the recipient whenever the spirit moved them won't be one of them. My initial draw into Quicken was balancing my checkbook.
Here are primary use cases I've had for Quicken, and why I feel they may no longer be valid: All that said, the more I examine why I started using Quicken a couple decades ago, the more I realize the way I manage finances today is very different. I've been so diligent in collecting that data for so long that it feels a bit wrong to walk away. I'm soliciting feedback here because despite looking at this logically I'm still feeling the drag of inertia - I've been a Quicken user since 1995, so I have over 2 decades of financial history that I've carried forward all the way through to Quicken for Mac 2017. This spawned the bigger question: maybe I can stop importing anything into Quicken? Given the problems I've had importing transactions, my first thought was "maybe I don't need to import this account into Quicken?" This institution is listed for Express Web Connect, and that does work for pulling transactions, but then my account credentials would remain stored on Quicken's servers which is a security tradeoff I'd rather not make. and it didn't work (invalid financial institution ID reported). I recently setup an account at a new financial institution, and once the account was active I went to download the QFX files to get it all setup in Quicken like all my other accounts.
Any Quicken users out there who have given up on it after years (decades?) of faithful use? If you have, do you regret giving up maintaining that data?