![]() ![]() However, I have not been able to locate a list of financial institutions that supports direct connection, but it does look like it will import QFX files. You do have to specify a budgeting account for each downloaded transaction. Previously YNAB did not have direct bank connections but this has changed with the new version. This program looks like it might allow me to function about the same as I did in Quicken. It looks like I can download a QFX file from the web site of those institutions and import into Moneydance. It connects directly to some of my financial institutions such as Fidelity, Vanguard, Capital One 360 and Atlanta Postal CU, but not to Navy Federal CU, Emigrant Direct or Ally Bank. However, I will keep Quicken installed on my computer so I can go back and look up transactions if needed. I do not plan to import my historic Quicken data into a new program but will start fresh. I also track the value of my other assets such as property and print out a net worth report. I like to connect to my accounts once a week and download any new transactions and balances and print out a report showing all my account balances. My main use of Quicken is as a register to track my savings, checking, CD, brokerage and IRA accounts. Specifically I have taken a cursory look at Moneydance, You Need A Budget (YNAB) and GnuCash. In the meanwhile, I have been investigating using another product. Who knows, maybe HIG will work these issues out and release Quicken 2017 as a better and more stable product. ![]() With Intuit's sale of Quicken to HIG Capital, it seems more bugs are cropping up in Quicken 2016 and less responsive tech support is available. Over the past year I have become more and more frustrated with Quicken. ![]()
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