Friday, July 29, 2016

Data linking

11:16 AM


Question:

Will your product read data from Quicken Home & Business?

I have RRSPs from many sources, stock options from my work, and have to open many different websites to look at all the investments.

Answer:

No, there is no fetching of data from other sites, such as banks, mutual funds, brokerage accounts, etc.

There is no need to enter exact account balances, rather you can enter a close but approximate amount for each type of account (non-registered, registered, TFSA, locked-in), and the program will calculate whether you current funds together with planned savings will be sufficient to fund your retirement.

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