Does anyone else here us that? We need to form a user's group if so! I signed up for it last year when it was $3 per month, intending to most likely cancel after the free trial, and then thankfully before I did they made it free! Nice! But it is pretty basic, and I see they've recently made some changes. I remember the old Windows 3.1 version was awesome, everywhere you clicked you could get a subtotal or a graph - really cool! So this online version is not so good in comparison, but I don't want to spring for the regular version just quite yet. So anyway...
It does well with the checking account from my CU. But it can't deal with the Mastercard account from that same CU. I've emailed problem reports to Quicken to no avail, so for now I am stuck with just the checking account, but that's ok, it's the lion's share of transactions anyway.
Job one is to clean up the categories. It is now doing better it seems on automatically categorizing transactions that clear electronically, but the smaller payees like doctors and so forth still need to be manually entered. And bafflingly, it guessed wrong on a few electronically cleared ones, so I wound up with a newspaper bill for $165 this month, but it was really Macy's. Weird! It is consistent though, always calling Macy's the newspaper, so it's easily manually fixed.
What I need to figure out is it says we are overspending by about 20% per month. We may be, but only on one CC, not the bank account, that stays positive with no infusions of cash, so I have to get to the bottom of that right after I finish categorizing to give me more clues.
This is sort of fun in a tedious way. But I can see right now that the four month trend of category spending should be very helpful. November and December spending is off the charts as usual. 
OK, I'm building a budget using Quickenonline
January 25th, 2009 at 06:20 pm
January 25th, 2009 at 07:13 pm 1232910786
January 25th, 2009 at 08:13 pm 1232914423
January 25th, 2009 at 10:06 pm 1232921207
January 27th, 2009 at 12:09 am 1233014980
OK, as soon as I posted this I realized that when the paycheck clears is key, which explains the 3 month discrepancy, but not the 7 month one, but I'll recheck.