Comments on: The New Quicken Online: A New Direction for Money Management Software http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/ A premiere personal finance blog, established 2003. Within, Flexo discusses his own experiences with money, and he and other authors comment on a wide range of personal finance topics. Sun, 08 Nov 2009 07:50:42 -0500 http://wordpress.org/?v=2.8.5 hourly 1 By: aşk http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-154648 aşk Thu, 05 Jun 2008 13:17:37 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-154648 Everbank provides an aggregation of all your accounts, and lists your resulting net worth. Plus you can pay any bill online…all the while earning great interest rates on your checking account. Everbank provides an aggregation of all your accounts, and lists your resulting net worth. Plus you can pay any bill online…all the while earning great interest rates on your checking account.

]]> By: kloewer http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-130838 kloewer Tue, 01 Jan 2008 22:42:25 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-130838 Everbank provides an aggregation of all your accounts, and lists your resulting net worth. Plus you can pay any bill online...all the while earning great interest rates on your checking account. Everbank provides an aggregation of all your accounts, and lists your resulting net worth. Plus you can pay any bill online…all the while earning great interest rates on your checking account.

]]> By: Dividends4Life http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129689 Dividends4Life Mon, 24 Dec 2007 17:56:54 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129689 It is an interesting concept, but not one for me. If the business model fails, what you have come to rely on could disappear overnight. Best Wishes, D4L It is an interesting concept, but not one for me. If the business model fails, what you have come to rely on could disappear overnight.

Best Wishes,
D4L

]]> By: Peter Glyman http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129582 Peter Glyman Sun, 23 Dec 2007 22:55:09 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129582 Hey guys, Shameless Geezeo plug here...a couple of features sometimes unknown about Geezeo. -Aggregation for all account types including Investments (checking, saving, brokerage, loans, etc.) -Simple spending targets and automated budget tracking Lots more but I'll leave it at that. Would welcome your feedback. Thanks, Pete Glyman Co-Founder, Geezeo http://geezeo.com/profile/pglyman Hey guys,

Shameless Geezeo plug here…a couple of features sometimes unknown about Geezeo.

-Aggregation for all account types including Investments (checking, saving, brokerage, loans, etc.)
-Simple spending targets and automated budget tracking

Lots more but I’ll leave it at that. Would welcome your feedback.

Thanks,

Pete Glyman
Co-Founder, Geezeo
http://geezeo.com/profile/pglyman

]]> By: Patrick http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129389 Patrick Sat, 22 Dec 2007 23:08:37 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129389 I'm not sure I would use this in its current state. I am in the same boat as you and am more concerned with tracking my investments and planning for the future. I'm sure they have that in development, and I might consider it then. I’m not sure I would use this in its current state. I am in the same boat as you and am more concerned with tracking my investments and planning for the future. I’m sure they have that in development, and I might consider it then.

]]> By: David Mackey http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129345 David Mackey Sat, 22 Dec 2007 17:28:48 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129345 I love Mint. But if Quicken can offer wider authentication (Mint has trouble with some financial institutions) they could quickly become the front-runner. I love Mint. But if Quicken can offer wider authentication (Mint has trouble with some financial institutions) they could quickly become the front-runner.

]]> By: Flexo http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129137 Flexo Fri, 21 Dec 2007 17:59:02 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129137 Ron: I was more concerned with the exact URL being hidden. The domain itself not a big deal. Ron: I was more concerned with the exact URL being hidden. The domain itself not a big deal.

]]> By: JBW http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129134 JBW Fri, 21 Dec 2007 17:26:50 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129134 The best combination I've found is Yodlee for tracking (I access it through Fidelity) and Morningstar's Instant X-Ray tool for asset allocation information. You have to enter the stock/mutual fund symbols and current balance into the X-Ray tool, but with Yodlee, everything should be right there and it shouldn't take too long. If it does, maybe it's a signal to simplify your holdings. The best combination I’ve found is Yodlee for tracking (I access it through Fidelity) and Morningstar’s Instant X-Ray tool for asset allocation information. You have to enter the stock/mutual fund symbols and current balance into the X-Ray tool, but with Yodlee, everything should be right there and it shouldn’t take too long. If it does, maybe it’s a signal to simplify your holdings.

]]> By: jb http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129132 jb Fri, 21 Dec 2007 16:59:05 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129132 Flexo: Thanks for the follow-up. Is there any service that can pull together a complete financial picture (including investment information, asset allocation)? I thought that regular Quicken could do it but when I tried to use it just for that Quicken would get all out of whack. Regular Quicken wants me to use all of its features, but I just want the financial picture! Flexo: Thanks for the follow-up.

Is there any service that can pull together a complete financial picture (including investment information, asset allocation)? I thought that regular Quicken could do it but when I tried to use it just for that Quicken would get all out of whack. Regular Quicken wants me to use all of its features, but I just want the financial picture!

]]> By: ron http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129131 ron Fri, 21 Dec 2007 16:56:22 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129131 not sure if it matters much to you or not, but the URL of the beta site is visible in the status bar at the bottom of your browser window in your screenshots. since you took the time to x out the URL up top, i didn't know if it's a big deal or not. not that you can sign into the program anyways since they check against a list of testers. not sure if it matters much to you or not, but the URL of the beta site is visible in the status bar at the bottom of your browser window in your screenshots. since you took the time to x out the URL up top, i didn’t know if it’s a big deal or not.

not that you can sign into the program anyways since they check against a list of testers.

]]> By: Flexo http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129130 Flexo Fri, 21 Dec 2007 16:53:28 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129130 jb: Quicken Online won't pull in your investment account information. They're looking at cash flow only, at least for the time being. jb: Quicken Online won’t pull in your investment account information. They’re looking at cash flow only, at least for the time being.

]]> By: jb http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129129 jb Fri, 21 Dec 2007 16:47:11 +0000 http://www.consumerismcommentary.com/2007/12/21/the-new-quicken-online-a-new-direction-for-money-management-software/#comment-129129 Sounds like a pretty interesting service, and closer to what I am looking for. Maybe I should have stuck with it longer, but every time I tried to set up Quicken, the quirks would get so annoying and my financial picture would get screwed up that I just quit. With traditional Quicken it seems that you MUST use it daily to keep an up to date financial picture. What I am looking for is an up to date financial picture of my net worth and investment performance (including asset allocation data). All this data is available online from my various banks/institutions, and if Quicken Online can pull it all together that is fantastic. Sounds like a pretty interesting service, and closer to what I am looking for.

Maybe I should have stuck with it longer, but every time I tried to set up Quicken, the quirks would get so annoying and my financial picture would get screwed up that I just quit. With traditional Quicken it seems that you MUST use it daily to keep an up to date financial picture.

What I am looking for is an up to date financial picture of my net worth and investment performance (including asset allocation data). All this data is available online from my various banks/institutions, and if Quicken Online can pull it all together that is fantastic.

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