Personal finance Software - Quicken. Help & Consulting Available

Hi everyone,

I'm posting this in the Money Matters section after being in touch with the website owner Leah and being in more of a position to be able to offer this service to UKY members.

Many US users use personal financial management and tracking software and one of the very well known packages is the Quicken program. I used to work at the UK offices of Intuit for a number of years and part of the multi responsibilities I had was as a Quicken Product Specialist. I very often consulted and helped users of the software who came to the UK from abroad and most of those indeed were from the USA.

It's early days in me being able to offer consulting and help for users of the UK version of Quicken who don't officially have support anymore as further development of the program was cancelled in 2005. I will be expanding over time, my consulting services in using the program as the last UK edition can still be used very effectively for personal financial tracking purposes. I have a website planned for updating in the wings with more information and guidance focused on Americans coming to live/work in the UK to help on just how best to use the program in this specific scenario.

The last UK edition of the software is available at £14.99 delivered and I offer two levels of Support. One is per incident at £6.99 which will cover a specific issue and the other is consultative whereby a more in depth service is offered to look at specific scenario's and how best to track within Quicken and that's priced at £35/ hour.

With the current UK economic climate and the overall acceptance by USA consumers of tracking personal finance, my service is offered to those here on UKY who are or have moved here and keen on keeping an eye on all things financial. There's various nuances of the UK program that can be tweaked and there's also various tips and tricks if there's users of the USA version too.

I have a listing which I keep on a monthly rolling basis and its under my ebay ID of;
denniscooper72

If UKY members have any questions or ideas and suggestions, I'm here to help and look forward to discussion, so ask away!

Cheers, Dennis.

Bump!

A gentle nudge back to the top, until I can get the thread stickied

Cheers, DtM!

Hi,

Another monthly (ish) bump!

Cheers, DtM!

Another bump!

Maybe a move to a quarterly bumpage for this!

Cheers, DtM !

Just bumping this up to keep it visible!

Cheers, DtM!

Bumpety bump!

Hi,

I totally forgot about this thread!

Bumpety bump bump!

Cheers, DtM! West London & Slough UK!

Hi,

Forgot about this thread again !

Will try to bump a little more often !

Cheers, DtM! West London & Slough UK!

Hi all,

I've been far too busy on my projects and yet again not bumped this thread more often!

Just setup a reminder for every 2 months to update

Cheers, DtM! West London & Slough UK!

Hi,

Well that reminder thing obviously didn't work properly!  Reformatted Laptop !

A bumpety for anyone wishing to use Quicken after moving here and using the forum. Another nice aspect is that pricing is now just £4.99 to buy the UK version of the software

Cheers, DtM! West London & Slough UK!

Or you could use Moneydance.

As a former (and still current, during the transition phase) user of Quicken 2002, living in the UK, I became increasingly concerned that Quicken 2002 was struggling to cope with Windows 10.

I considered purchasing Quicken US version but as it has now moved to a yearly subscription, I was too cheap to do that (have to count the pennies in retirement).

After a lot of research, I learned that Moneydance was a suitable substitute and allowed import of Quicken data. I have since imported 15 years of data and after a couple of hiccups, everything is working fine. I'd strongly recommend it for Quicken users looking for an alternative. For the past 6 weeks, I have been using both programs but am now at the point where I am convinced that Moneydance works perfectly fine and I am able to figure out how to do anything I could do previously in Quicken.

[One caveat: If you use Quicken to import data from your online bank account, or any such similar activities, I don't think Moneydance works. I just use finance software to keep track of my expenses and income, and enter everything manually.]

Hi Dunroving,

Thanks for that update and review!

Looking through the MoneyDance site and support forum, there does seem to be 'issues' with tracking UK specific aspects such as stocks/share price updates for those with Investment accounts etc. Quite a lot of threads about this aspect! Also, it seems it's more USA centric when it comes to connecting to banks for auto download and import of transaction data.

I'll take a better look at Moneydance soon, but for now, it doesn't seem as 'versatile' as Quicken, for instance, for those who run small/home Businesses, there doesn't appear to be any functionality for that. One area where a lot of focus is often the case with users is Report generation and customisation, Quicken was absolutely awesome with this aspect and very very powerful.

In the UK, Quicken was withdrawn in the UK in 2005 and due to lack of attracting new users. Microsoft followed a year later with it's 'Money' program and again, down to not enough new users to keep it viable. Since then, there's not been any Excellent, just as powerful and versatile Personal and Small Business Tracking software title. The ones that are around, like Moneydance aren't as versatile or capable in comparison. I'm sure many people only want to track what Moneydance offers, which is fine but from direct experience, many of those same users often have changes in their lives and new/different opportunities/aspects arise and Quicken could provide the functionality needed to continue tracking those specific financial changes/updates.

Lastly, there is an 'unofficial workaround' to get UK Quicken 2004 R2 to work in Windows operating systems that came out after Quicken was withdrawn from the UK market - Windows Vista/7/8/10 respectively. Many users have found the workaround works. There's a small percentage of users who find it won't work on their specific Windows 10 laptop/desktop and for which I recommend that users install/run/use the software on a dedicated Windows XP laptop/desktop.

Cheers, Dennis! West London & Slough UK!