Quicken versus Money

The girl and I are attempting to combine finances so that we can effectively budget on a more global scale. With my penchant for all things surrounding financial management, she's having to endure a period of dual maintenance for Intuit's Quicken Premier and Microsoft Money Plus Deluxe.


I have to confess  I am somewhat biased towards Money and used Money more on than off since 1997.  I have found Money switching more towards less and less functionality upgrades as the years have gone by recently and decided to try Quicken.  

After about a week, I'm somewhat enthused but not impressed.  What I still fail to understand is the difficulty in synchronizing transactions through the internet.  Being in systems integration business, I understand the issues with interoperability, but Yodlee Moneycenter has far surpassed Money's abilities to attain transactions for the past couple years since I've been using it.  *Money Plus now utilized Yodlee to retrieve transactions.

If anyone reading out there has enough clout at a 401(k) service provider to 'force' them to become friendly with automatic login through Money / Quicken, it would be appreciated to apply some force.  If this ends up being 'gun to the head' type force, please don't reference this blog post when you are arrested, but I do thank you.

 

2 Comments

Hi,

Interesting post. As the SVP responsible for Yodlee's products, I did want to ask you a question: are you finding that there's a delta in data quality between what you see in MS Money (powered by Yodlee) and what you see on Yodlee MoneyCenter? If so, please ping me, and we'll try and figure that out. It should be the same...

Tx

P

Peter,

I do find it mirrors what is on my Yodlee - this was just one of those 'first look' posts. In terms of product feedback regarding connectivity, I have one account - and it mirrors this on both Yodlee and Money Plus - that will only download information the first time you sync up. Any subsequent connections fail. This is with ING Retirement Plans (very much so one of my least favorite accounts in terms of account management through any data aggregation program/site).

Thank you for your post!

Guy

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