Cheat sheet for Quicken emigres?
Posted: Thu Sep 05, 2019 10:04 pm
I moved to Quicken when Money died, and I've always hated it. It got worse with the web interface. I've been slowly checking other applications and I've come to this one. I installed and then imported from the qif, now I'm trying to set things up.
It didn't take my reminders, though there's a reminder section.
The account view shows all my hidden accounts, and there are a lot of legacy ones. When I uncheck "Favorite Account" the popup claims that should remove them from the account view. It doesn't.
I'd like to group my accounts by type, such as bank, credit, and investment. I don't see a way.
There are other issues.
Has anyone put together a list to help new users, especially Quicken users, in customizing the UX to do some of the few things Quicken did ok?
It didn't take my reminders, though there's a reminder section.
The account view shows all my hidden accounts, and there are a lot of legacy ones. When I uncheck "Favorite Account" the popup claims that should remove them from the account view. It doesn't.
I'd like to group my accounts by type, such as bank, credit, and investment. I don't see a way.
There are other issues.
Has anyone put together a list to help new users, especially Quicken users, in customizing the UX to do some of the few things Quicken did ok?