Microsoft is discontinuing MS Money, which I have used for years. When the online features of Money 2004 expired, I just deactivated the online features and manually exported my accounts into the program. Though I can probably use Money 2004 indefinitely without the online features, Microsoft recommends using my own bank's features or Bundle.com. My bank does not offer interactive features. Quicken is another option, or Intuit's online program Mint.com.
I tried both Bundle.com & Mint.com, and I think Mint.com is much better
Don't like Intuit or Quicken. Also don't know what my wife is using now but if you have a firm you do investments with maybe they have a service.
ReplyDeleteI used Quicken before online banking, but it worked pretty much the same as MS Money. My investment/retirement account is a 457 through my employer and not a standard plan. There was also a 401a that they contributed matching funds to before the recession. Funds that I stopped making specific contributions to still sit there and make interest. It has so many different funds that it is very confusing. I just look at the totals. It has a website that I can download the transactions to Quicken or Money. I don't know if I have to break it down into the various funds or just use the totals.
ReplyDeleteDifferent funds will/can have different starting dates and that, I believe, can effect taxes. I don't know much about it other than what my wife says when talking to others who also know about such things. There's just gotta be something online to help with that.
ReplyDeleteI will have to call the plan administrators for advice about how to set it up in Quicken or Money. The website uses Morningstar which is one of the partners for Bundle.com.
ReplyDelete