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Subject:  Re: Ideas for Quicken Replacement? Date:  1/16/2022  11:59 PM
Author:  gdett2 Number:  11298 of 11333

Hi TMFTaurean,

I have been using Q for quite a while. It was instrumental in getting our retirement plan finalized to the point that I understood all the touch points and I had complete confidence in our positioning.

But over the past few years it has been reduced to just managing our checkbook, savings and credit card balances and reconciliation.

All our portfolio functions are managed in programs I wrote on my Linux box. I added a retirement tracking module. I made a financial program that has assets in it and I already added some banking like our 2 savings accounts to it. I am working on a credit card module to handle reconciliations. When I finish that and it works for 6 months to a year, I can clone it for checking.

If that goes Ok, I will be done with Q and will have just one program on windows, ThumbsPlus, that I use for photos.

I have never used Q to download transactions. I have always manually entered everything from paper. This allowed me to uncover a number of over-charges that would not be noticed if I relied on the data from the bank.

Even that has been replaced by having a text sent for every transaction over my limit of $0, so recently I was able to go right back in a restaurant from the parking lot and ask why I was charged $10 extra. They added a tip. So I walked the waiter over to our table, picked up the $15 laying there and told him, "Thank-you."

All holdings and some statistics on my Fool profile page
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