Online Banking and all the other ways money is learning to fly.

Wednesday, July 25, 2007

Quicken: The Devil's in the Details

I just had an interesting meeting with a member. It was interesting mainly because I was meeting with a member. I talk to members on the phone all the time but I don't often meet them face to face. It was also interesting to see the level of involvement some members have with their personal finances. Jim, the member I talked to, is having trouble getting our online banking and Quicken to work together. We sat down with numerous screen shots, brought up his Quicken with GoToMyPC, and browsed Quicken's support pages. We weren't able to get to the bottom of the problem but we made a little headway and, I'm hoping, he's got what he needs to get the problem solved. The humbling part of the meeting was Jim's obvious technical knowledge and passion for getting things to work. If I had a nickel for every time I've started and stopped using Quicken or Money, I'd have...well, I don't know what I'd have because I don't use all the tools available to me to manage my money. Quicken is a fairly complicated program but there must be something there that is worth the effort if Jim, who said his only job the rest of the week is getting it to work, is willing to expend so much time and energy using it. Thanks, Jim for the kick in the pants.