This is not about me being a technology neophyte. I consider myself to be a very competent and experienced user of financial software and online services. I have used many sophisticated software packages over a long career in finance. It can be difficult to figure out how to do some things and generate certain reports as the process can be rather circuitous. The result is a convoluted menu system that is difficult to navigate as it is not intuitive. As unsafe as the internet has become, and I have been victimized many times over the years for account compromises, who can trust your data online anymore? I sure don't and never will. I vote they go back to offering the perpetual version for those of us who don't need or want the ability to sync online. Since I don't use Quicken on my phone then I really don't need the cloud sync and prefer it to be local especially when it isn't reliable. However, I do save all my Quicken data externally to other services. I don't use any bank connections because I don't trust them and enter everything manually. Days ago I sent a screen capture to Quicken showing the problem, but haven't heard back yet.Įven though I still have another year of my subscription, I disconnected from their cloud and will continue to just use it locally without the interference with their screwed up cloud backup. I wanted to delete everything then do a new sync from the desktop app, but the website has been down since I tried to use it three days ago. I found a lot of duplicates and unknown data on my Quicken Cloud account when it was working and there is no explanation telling what it is. The only good thing about the subscription is once paid for I can continue using Quicken even if I do not resubscribe for the online/cloud services which for me are just a backup vault and that needs fixing. I wish I had only made it for one year only. While there I took great pleasure in not renewing my subscription which was already paid for with the two-year subscription. The only part I can access online is for my account information. I even uninstalled the desktop app twice then reinstalled it using the latest copy on my account page. I have tried repeatedly to access that data online to manually delete it only that website has been down for several days. It removed the 2019 from the 2020 data file, but as soon as I did an updated Cloud sync it put all that old 2019 data back into my current file. The last three days I can't access it which I needed to do to delete old 2019 data that should have been deleted when I chose not to include it in my 2020 data after doing a Year End backup. MoneyLine personal finance software gives you fast and easy access to all your important spending and financial data in one place to help you manage your spending and digitally balance your checkbook.One problem I have had is the cloud service connected to the desktop app always seems to be down. For tutorials for other NCH Software products see the NCH Software YouTube Channel. Note: the tutorials on this page are for MoneyLine beginning with version 1.10. Splitting transactions allows you to designate multiple categories in a single purchase or multiple payment methods. How to Split TransactionsThis video tutorial will show you how to split transactions with MoneyLine. Learn how to generate reports for account activity, budget, expenses and income. Generate and Print ReportsThis tutorial will show you how to generate and print reports. It also teaches you the difference between clearing and reconciling an account, as well as, how to create a balancing transaction or unreconcile a transaction. Reconcile Your Bank AccountsThis video takes you through the step-by-step process of reconciling your account in MoneyLine with your bank statement. And finally, learn how to find a specific transaction in the transaction list. You will also learn to void or delete unwanted transactions. You'll learn how to add transactions, how to split a transaction into multiple categories, how to import transactions, and how to retrieve transactions.Įdit TransactionsThis video will teach you to edit and split existing transactions. TransactionsThis tutorial will tell you all about transactions in MoneyLine Personal Finance Software. This video will show you how to create a budget and how to generate a budget report. Import Data From QuickenThis tutorial will show you how to import data from Quicken OFX or QFX files.Ĭreating a Budget Using MoneyLineThis tutorial will show you how to use MoneyLine Personal Finance software to create and manage a budget. Getting Started with MoneyLineThis video covers the basics of using MoneyLine. MoneyLine personal finance software tracks all your money, bank accounts and spending in one place, helping you stay organized and in control of your finances.
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