![]() ![]() 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. 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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March 2023
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