Quicken
Well after a long hard battle with Quicken, I think I finally have it figured out. After much reading of the help file (most applications help systems have come a long way!) and reading/posting on their support forum, it is working! I am also thankful that it looks like it was actually worth the hours spent getting it to work as it certainly beats the Excel spreadsheet I was using for budgeting.
If I can pass on one huge ‘n helpful tip for you Bank of America people (such as me) it is this: Do NOT sign up for their one step update during Quicken’s install as it will mess up your accounts and place transactions from one account in another and vice versa. Instead, I would highly recommend performing the following steps to save you a bunch of time. (after you have installed it)
- Create your individual accounts in Quicken (savings, checking etc)
- Log in to your B of A account online
- Go to each account that created in quicken (ie checking, savings etc)
- Download the Quicken file
- Open it with the Quicken tool
- It will automatically import to each account
Do this with all of your accounts as it will save you hours of headaches trying to get the account set up within Quicken. I believe it is primarily a Bank of America issue as their computer systems are ancient. (especially if you are a member in WA or ID).
If you want a little more detail on the problem I encountered, Read more
