Quicken home Mortgage ReviewsMortgage Quicken home reviews
The import of data sets from an on-line database and the assignment of their items to account category was a long and tedious procedure in comparison to on-line service providers such as Wesabe, in part because the prefabricated category lists are skeletonised - there are no municipal taxes or retirement benefit category lists, for example - although it does take seconds to do so.
One of the major interfaces is an activity screen that contains astonishing amounts of information because it looks so simple. An ordered column lists your actual banking records with different classifications like meal or pay. To the right, you can define budget, input transaction and see balance for each individual client, and when you choose a category, a graph shows its constituting balance.
In addition to a comparison of real and budget expenses, you can see how your impact will be affected by automatic or pending transaction. However, entering a transaction turned out to be quick: you can type it directly into the home screen, create "templates" operations, or automatize repetitive operations such as payroll or mortgage payment.
Reorganize your bank account by drag and dropping elements or personalize the Transactions pane view according to a number of different requirements - from your bank name to the payment date - and then build graphs to visualize and store them. We liked the possibility to budget by entering a sum for the year - the amount distributed evenly over the year - or a certain amount for a given calendar year.
We would also have liked to have a direct connection to our banking or plant information.