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Meta
Mint is free, but it’s a web app. I have used Quicken for 20-plus years, but I’d use something else if it was available. Quicken is too bloated. But I need something that does invoices. Have you tried Moneydance?
Jeff: I tried it but noticed it’s a paradigm shift. I may need to modernize my habits and just go with it.
Quicken is appealing, but should I tie myself down to an increasingly dated “software application on your desktop PC” model?
I’ve heard nothing but good things about Mint, and not only is it free, but you don’t have to mess with transferring data. The problem with Moneydance, which is less expensive than Quicken, is that I think you have to transfer the data one account at a time. That’s not much fun.
I agree: it’s probably the best online service. PC Magazine, etc. etc. etc. rave about it.
My biggest issue is that some financial firms require those extended questions (mothers maiden name, etc.) every time you sign in. You have to go back and reset all your questions with the firm just to know which ones you answered.
I have 4 accounts like that, and it’s being a pain in the butt.
http://passwordsafe.sourceforge.net/
I store my passwords & account questions in a password safe database. Has come in handy many, many times.
Mark: you should try Keepass (http://keepass.info/).