I have no problem using Quicken, but I would like to use a cloud based product if possible so we can access the info real time, effortlessly and from PC and MACs wherever we are in the world. I made a brief foray into using it for our personal info, but found it awkward for investments and I had some difficulty linking some financial institutions to it, as personal account with banks an credit cards almost always seem to be easier with Quicken. We currently use QB's Pro for our 2 businesses and I am very comfortable with it. I want to gather our personal financial information in one place that will be accessible to both me and my partner, and would prefer it to be cloud based. I would appreciate hearing about Bogleheads experiences using personal financial software.
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