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The software has come a long way since it first hit the market, and there are now different versions to suit everyone’s needs. That way, you always know where every dollar goes and how much money you have leftover at the end of the month. You connect your membership with your bank accounts, credit cards, investments, loans, and other financial institutions, so everything is automatically updated.
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It’s easy to use, so it’s perfect for beginners or anyone who wants to take control of their money. It is a personal finance management tool that helps you keep track of your spending and saving. It was first introduced as a DOS program by Intuit Inc, but in 2016 Quicken was sold to H.I.G. It helps you gain control of your spending and saving so that you can live the life you want and achieve financial freedom. This is a good tool for most folks to track their spending. There are other tools around, but this tried and accurate tool works excellent (for me) and can make your life simpler.Quicken is one of the best personal software programs available. Given the time of the season, Quicken is a great way to organize yourself for the holidays and plan your finances for the new year. I think TD doesn’t like Quicken talking to it without me being involved.
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I am still wrestling with the automatic update function with the banks. I took advantage of the update to set a password on my file so that if it somehow got into the wrong hands, it would take a little work to get the data out of it. Thus, you can track those things and can produce the ticket if requested (as well). The reminders are now marked with a clock to show coming soon.Īnother interesting feature (that is not new in this release) is attaching images (like scanned receipts and such) to a transaction. I “look ahead” at the reminders I have at least a month to remind me of the bills that I have set up as reminders in Quicken (a beneficial function). I also like that they have added an ability to “look forward” in your spending for an extended period, using the Show Reminders function (it’s a little alarm clock in the upper right corner). The fact that a TFSA is an account type is beneficial, although I suspect this was in Quicken 2012. These are all valuable things for investing folks (like me) to help with tracking their investments.
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Still, the first thing I noticed is that there is a feature called Portfolio X-ray in the US Version, and it does not appear to be included in the Canadian version. I didn’t get a “boxed” version of the software, so I have had to do some sleuthing to find out what is new with Quicken 2015 Canadian Edition.
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This always worries the hell out of me, so it would be very prudent to make sure that you do a full backup of your Quicken files before you do the upgrade.
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It was interesting that Intuit seems to have changed their file formats, so the first thing that the install does (after removing the old version of Quicken) converts your data files to a new design. I should use the business functions more, and if I do that, I will have a separate review of that functionality. I am using the full-blow Quicken Home & Business, so this is the full-blown version (Quicken 2015 Canadian Edition).