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Computerized Investing > July/August 2005

Messages: What Members Are Asking On-Line

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by CI Staff

Quicken & Money Data Integration: Member Stories

The following are letters we received in response to an invitation to members to share their experiences involving data integration between financial institutions and the personal finance programs Microsoft Money and Quicken.

I have three brokerage accounts and what is displayed in Money in all three cases does not agree with the brokerage houses. I have tried to figure out what the problem may be, but am unable to get them to balance. Checking account in another bank—OK.

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