Quicken updating financial institution information slow
You can start with one of their free templates or build your own, but after the initial work you'll have a fully automated spreadsheet tailored to what you need.
You can use this to track your net worth, set a budget, or anything else you can imagine.
In 2016, Intuit sold Quicken to private equity firm H. If you're more interested how your investment account is performing and less interested in just knowing how much you're spending on groceries, Personal Capital is a great Quicken alternative (but it'll also pull your credit card transactions so you will know how much you spent on groceries if you want! Personal Capital is a full-featured, , personal finance management tool that focuses on helping you with investing.
Founded in mid-2012, it is one of the only personal finance apps that will import data from Quicken (and Mint! If you're looking to transition away from Quicken but worry about losing all your data, you can feed it your Quicken file and it'll populate itself. Like Quicken, Count About isn't free but it costs .99 for the Basic subscription and .99 for Premium subscription.
The Premium subscription includes automatic transaction download.
The only downside to spreadsheets is how you need to pull the data yourself… Quicken was great back in the day when there weren't nearly as many sync issues because it pulled the data for you.
There's a solution: Welcome Tiller – a .92 a month service (after a free 30 day trial) – that pulls your data for you and puts it into a Google Sheets or Microsoft Excel document.