Getting my new tablet early next week [:D] and I

chrisek · 07-08-2005, 01:40 PM

Getting my new tablet early next week :D and I could use recommendations on tablet friendly financial software (Quicken, Quickbooks, or Microsoft Money).

I searched and found Quicken not working too well with Tablets, but that was from 2003.

I'm getting a slate and will need to set this up pretty quickly once it shows up. Which one(s) do you/have you used on your tablet (slate form for you convertibles out there), what are your recommendations, and why?

In particular I will need the online banking to work nicely with it.

Thank you in advance for your thoughts and suggestions.

Rockjoa · 07-08-2005, 11:52 PM

I have Quicken New User 2005 edition which came free with my r15. The floating tip works fine in it.

chrisek · 07-09-2005, 05:28 AM

Thank you Rockjoa, that is cool considering I already use Quicken on the Mac.

Anybody else use the Quickbooks (my CPA would prefer if I went this route) or Microsoft Money (I'm *hoping* Microsoft did complete integration)?

Thank you.

Sagan · 07-09-2005, 06:45 AM

I'd stick with what you know, here, especially since you have it on your desktop. I've used both Quicken and Money and find they do the same thing, but in different ways. Now, I am not a power user of either, so others could have more to say about the differences. But why learn a new piece of software when both serve the same function rather well?

markpayton · 07-09-2005, 06:48 AM

All other things being equal, I would stay far away from Intuit. Some of their policies have bitten customers hard in the past. If you know Ed Foster, a lot of his Gripe Line articles have talked about Intuit and the large number of customer complaints. I suspect that there is an equally large number of satisfied customers, though...

I created a tinyurl that points to a listing of his articles on Intuit:

http://tinyurl.com/8xnjq

chrisek · 07-09-2005, 11:11 AM

Mark Payton, thank you for your feedback. I actually was a pretty aggressive user of Microsoft Money until 2 years ago when I bought my Mac and made sure it had absolutely no Microsoft software (thus Quicken for 2 years). I am fluent in both for personal finance and have used Quickbooks in a work environment.

I am more concerned with how well these work with a slate (my Motion 1600 comes in Tuesday) and I am not getting the keyboard (jumping in with both feet.)

If all three of these work great with a tablet, then I'll just ask my CPA to decide which one he wants me on. If any one of them is particularly well adapted to my new needs, I'll tell him to live with it.

Sagan, thanks for the heads up on Intuit's stuff. I always appreciate the consumer info.

This will be my first slate, so let me re-phrase the question:

Assuming you had a slate (not a convertible, though convertible owners would be able to recognize if I would get stuck)which financial software for your personal accounts would you not recommend b/c it is too awkward/does not interact well with my new machine?

Again, thank you for your insight. This is just new ground for me and I couldn't dig up the info anywhere. IF this is well-trodden, feel free to just post a link.

Thank you.

kilar · 07-09-2005, 11:17 AM

I still would stick with what you know. Better yet, if you still have the Mac, just do your finances on the Mac. Personally, I do not like to use my tablet functions on Quicken, Quickbooks or Money. I prefer to just type every penny in very carefully, and my Mac does that just fine. (Also, Quicken: Mac was free. I do not want to pay for the PC version with no guarantee I would like it despite others' recommendation).

chrisek · 07-09-2005, 11:50 AM

Thanks Kilar,

The thing that finally pushed me over the edge to purchase the tablet is the fact that my wife kidnapped the Powerbook [B)] and I rarely get to see it anymore, much less use it (she went back to school and is "trying out" Industrial Design as a possible Masters).

Since I am the one who keeps are finances together, I *need* the ability to take care of our finances on my machine. Well, I've decided on the tablet and will take the lumps with the sugar. [8]

Have you tried any of the finance programs on a tablet?

S.C · 07-09-2005, 12:28 PM

Actually tablet is a pretty good finance tool. when I use the tablet, I am like using my pen hit on my calculate. If you download transaction from institute, . editing is all you need to do. Quicken is really, if recognize usual transaction and name those for you. When I get $40 cash from AM, Twin name U C "cash on pocket" Then Quicken will name similar thing for me.

chrisek · 07-09-2005, 12:47 PM

Thank you SC. I understand what you mean as far as the auto-naming of all the downloads once you know where you put what.

That's two recommendations for Quicken, and I am cool with that program. I'm just surprised, as I've spent 5 years on Microsoft Money (and liked it) I thought somebody would be using it and be able to tell me how integrated/well it works on the tablet (or not).

I can also see where Quickbooks may not be so much fun, I just don't know if they made it more tablet friendly or not.

Anyone with a yea/nay on Money or Quickbooks for the Tablet?