4 Comments
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Stephen Malinak's avatar

I've been using Quicken since 1993. I used to really like it, when I bought a CD at the brick and mortar software store, then installed and owned the software. Now that it's "software as a service" they charge $99/yr (or is it more now?) and want to upload all my data to the cloud where it can be hacked. I've been looking for a replacement but feel locked in. Never did like the portfolio tracking, so I track each portfolio separately and manually update balances from time to time.

James D Baldwin's avatar

Thanks for sharing. I also miss the days when not everything required a subscription fee. The new tools like Empower and Monarch do require you to connect your bank accounts to them they can only read information, not change anything, so there is some security there. It's possible in a data breach they could release some of your information. It's always a risk. I find them useful enough to be well worth doing

Dark Horse Insights by Adneen's avatar

Nicely curated, neatly explained. Thanks

James D Baldwin's avatar

Appriecate it!