Quicken and Transfering Mutual Funds?
Shouldn’t be hard to in Quicken transfer mutual funds, but it is not as straight forward as you might guess it would be.
Reviews, tips and discussions about Quicken personal finance software, from the perspective of the Canadian user. Quicken software has always lagged behind in terms of features in Canada, but it is getting worse every year. There is no real version for the MAC and the PC version barely works with current Canadian banks, but there are promises of things getting better. We remain skeptical of these promises.
Each year Canadians are herded into buying new copies of the software, with little or no new features, this is not how customers should be treated. The vendors continue to wonder why the software’s popularity is dropping? Stop taking your customers for granted, and they will gladly buy this useful software product for financial planning.
Shouldn’t be hard to in Quicken transfer mutual funds, but it is not as straight forward as you might guess it would be.
Another year, another Quicken 2015 Canadian Edition published, to little fanfare, no new features or interest to sell in Canada by the publishers.
I spent a busy weekend taking care of many small tasks that have piled up over the long cold winter here in Ottawa. One of the most important task that I have procrastinated about is… Read More »Spring Financial Cleaning
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