Friday, July 29, 2016

Data linking

11:16 AM


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.


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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