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  #31  
Old 01-04-2013, 04:11 PM
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I had issues with my bank a few years ago too, but they all work now. I use one really tiny local bank and even that one works
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  #32  
Old 01-04-2013, 06:45 PM
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Quote:
Originally Posted by yoyo View Post
how is it read only? if someone gains access as you, how does anything know to be read only? clearly i'm missing the point. bust out the for me
Meaning, someone can see how much money is in my bank account, but they can't transfer said money to their account via Mint. They could reclassify transactions which would be annoying but wouldn't result in me having less money.
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hmmmm, will need to look at yodlee too, but i'm primarily interested in record keeping and not analytics so much.
It does the same stuff as Mint as far as record keeping. It does more than Mint in terms of analytics.

This is from 2010, but gives a good comparison.

http://lifehacker.com/5584273/five-b...nagement-sites
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  #33  
Old 01-04-2013, 09:05 PM
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thanks y'all. i had never heard of the read only access to financial accounts before.
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  #34  
Old 01-04-2013, 10:01 PM
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it's been having problems connecting to a couple of accounts. Their support is impeccable though they have people emailing me each week saying how they've been working with the account to get it working.
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  #35  
Old 12-29-2017, 10:13 PM
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I'm bumping this thread. It's been a while since anyone commented. I'm using Quicken 2018 and am beginning to hate it. I only need these functions.

Check register
Reports for taxes, etc.
Income and expense reminders.

I don't need to download from from my online accounts.

Can anyone recommend what I can switch to?
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  #36  
Old 12-29-2017, 10:20 PM
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i just use mint


sorry, bro
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  #37  
Old 12-29-2017, 10:48 PM
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Mint wants to link accounts. I don't like that. I like to categorize my purchases. If I go to Walmart, for example, and buy food and a TV, how does Mint categorize the purchase?
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  #38  
Old 12-29-2017, 11:02 PM
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Automatically but you can set up rules or manually change them if you want. In that case you could split the charge as well so it appears as two different line items. I don’t bother to do it myself for most things though. Also no idea about the tax thing since I only use it as a rough low effort budget.
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  #39  
Old 01-01-2018, 04:04 PM
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I use Wave Accounting for my business since it is completely online. I used to use Quickbooks but didn't have a Windows laptop (only a desktop at home, not the office). My life is much better with Wave.

We use Mint for personal.
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  #40  
Old 01-01-2018, 05:59 PM
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Which banks offer a read-only login option?
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