If you want to integrate your bookkeeping with your banking and investing, however, there are alternatives, some of them out there in the Cloud. Excel talks to you and only to you (or so we hope). Nor does Excel care to converse with TurboTax, Intuit’s tax preparation software. Quicken lets you upload and download transactions and data from those august institutions. Biggest negative: it can’t talk to your bank or your investment house. It appears I’m not alone in those sentiments.Įxcel has its advantages and its disadvantages vis à vis Quicken. After years as a Quicken customer, I’d really lost patience: data vanished in the transfer from Windows to Mac, Quicken for Mac was clunky, and I’d long ago had it with having to upgrade to a pricey new version every time I turned around. Last January I switched to Excel for tracking my bank accounts, budget, and credit card charges. So…how’s the bookkeeping working, after a year of using Excel instead of Quicken for Mac? Share on Twitter Share on Facebook Share on Pinterest Share on LinkedIn Share on Email
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