Quicken & Other Budget/Accounting Software/Expert Profile

Evan Gilder

On Vacation
returns 12/31/2013
Expertise

I am an expert with Quicken (current thru 2004 and past versions). I can compare the features between the different versions in addition to answering "How To" questions

Experience in the area

I have worked on implementing Quicken for businesses and individuals for many years and beta test the software as part of new releases from Intuit. As a Daily Money Manager and Personal Financial Organizer for Redlig Financial Services, I see the value of being organized and the role it plays in providing piece of mind. Visit www.redlig.com to find out more information.

Average Ratings

Recent Reviews from Users

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    K = Knowledgeability    C = Clarity of Response    P = Politeness
UserDateKCPComments
Peter01/06/091010Thanks Evan Didn't find your answer 100% .....
inji01/07/08101010thank but could please elaborate on why .....
Lee01/02/08101010Thanks for your help
Harry07/10/07101010Thanks, will do.
corrado07/10/071010 

Recent Answers from Evan Gilder

2009-01-05 Transferring funds between categories in QUicken 2009:

At the top of the check register, there is a button to transfer funds (between accounts).  Once you click on it, you get a dialog box that allows you to specify all the related details.    You can commingle

2008-01-02 Setting up a budget for Quicken 2005:

There are four possible versions of Quicken 2005, each of which has their own fuctions and features.  That was why I asked you the question.    With regards to your question, Quicken is not intelligent

2007-12-31 Setting up a budget for Quicken 2005:

The easiest way to do this is set up a budget where Quicken uses 2007 expenses as the basis for 2008.  Obviously, if you do not have all of your spending in Quicken, this will somewhat harder to do.  Go

2007-06-11 Quicken 2004 deluxe:

I believe you were told incorrect information.  You cannot export from excel into Quicken 2004.  You can load a QIF file, which was the last version of Quicken it supported, but you have to have the right

2007-05-10 Quicken Budget:

If you are looking for budget data only, there's not much flexibility in Quicken and you can't show all this information in one report.  For actual balances, you can do a spend and receive and that is

 

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