Exactly. Read-only accounts.
- Last Updated:
- Apr 21st, 2011 3:27 pm
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- SCORE
- Ebtek
- Sr. Member
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- Jan 13, 2007
- 827 posts
- 8 upvotes
- mexicanbandit
- Member
- Oct 2, 2005
- 416 posts
- 30 upvotes
- zoober
- Sr. Member
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- Dec 11, 2006
- 546 posts
- 4 upvotes
- Vancouver
- ashgotti
- Deal Addict
- Mar 16, 2007
- 2526 posts
- 59 upvotes
I have my three bank accounts on it (very handy) but can't get my TD Visa's added. Once I do, I can give it a good try.zoober wrote: ↑I'm giving www.yodlee.com a try. Like it so far, waiting for a cath
Anyone else using the service?
- randomthoughts
- Sr. Member
- May 5, 2006
- 730 posts
- 156 upvotes
www.wesabe.com works reasonably well. And if you're paranoid, you can just upload your transaction files manually - no chance of them getting your bank log on info.
- endless402
- Sr. Member
- Aug 21, 2005
- 564 posts
- 57 upvotes
- Vancouver
for ppl using ING, how did u guys get it working? i entered client # and password and it doesnt work?
also, anyone get cibc working?
also, anyone get cibc working?
- poop_on_you
- Sr. Member
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- Feb 6, 2008
- 664 posts
- 21 upvotes
I think most banks support Quicken or Microsoft Money. So you can do it that way. I wouldn't trust some 3rd party to store my financial info externally on a server. Especially if it's accessed online.
- flito ray
- Deal Addict
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- Apr 4, 2005
- 2667 posts
- 121 upvotes
- Toronto
tried quicken online with pcfinancial and ing direct and both failed
i think is a security breach
i think is a security breach
[QUOTE]there's no such thing as a stupid question unless it's a really stupid question - me[/QUOTE]
- stevelam
- Deal Addict
- May 1, 2006
- 3849 posts
- 355 upvotes
- Toronto
just signed up for quicken online. pc financial works just fine. you just have to search for "presidents choice" and not "pc financial". it added my checking, 2 savings accounts and pc mastercard. also works with my various rbc accounts.
i was gonna try yodlee but quicken has a native iphone app so i went with that instead.
i was gonna try yodlee but quicken has a native iphone app so i went with that instead.
- zajacik99
- Member
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- Apr 13, 2009
- 355 posts
- 223 upvotes
- Toronto
anybody can suggest an alternative?
- sunnyd71
- Deal Addict
- Dec 9, 2006
- 1271 posts
- 113 upvotes
Yodlee worked great for BMO but keeps saying its having difficulties with PC Financial. It looks like the most flexible of the bunch though.
- HoTiCE_
- Deal Addict
- Feb 21, 2004
- 1437 posts
- 202 upvotes
- Montreal
There is hope!
Q1 2010 maybe...
[quote]
Mint.com, the personal finance site that has racked up 1.4 million users in the U.S., might expand up north and across the pond early next year, according to its founder and CEO Aaron Patzer.
The Mountain View, Calif.-based startup tracks personal checking accounts, credit card spending and retirement portfolios to help users manage their finances. It recently raised $14 million in a third round of financing and launched features this week advising employees on how to roll over their retirement savings when switchinZg jobs. The company is one of Silicon Valley
Q1 2010 maybe...
[quote]
Mint.com, the personal finance site that has racked up 1.4 million users in the U.S., might expand up north and across the pond early next year, according to its founder and CEO Aaron Patzer.
The Mountain View, Calif.-based startup tracks personal checking accounts, credit card spending and retirement portfolios to help users manage their finances. It recently raised $14 million in a third round of financing and launched features this week advising employees on how to roll over their retirement savings when switchinZg jobs. The company is one of Silicon Valley
- squid
- Member
- Feb 19, 2008
- 415 posts
- 4 upvotes
Does using these services violate your agreement so that fraud is no longer covered? As I understand, if the bank finds out you gave your PIN to anyone, including a spouse, your on the hook for any fraudulent account activity.
- scouzer [OP]
- Deal Addict
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- Mar 13, 2003
- 3004 posts
- 504 upvotes
- Alberta
- Truemana
- Deal Addict
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- Apr 1, 2006
- 3370 posts
- 343 upvotes
- Brisbane
I thought I would refresh this thread a bit.stevelam wrote: ↑just signed up for quicken online. pc financial works just fine. you just have to search for "presidents choice" and not "pc financial". it added my checking, 2 savings accounts and pc mastercard. also works with my various rbc accounts.
i was gonna try yodlee but quicken has a native iphone app so i went with that instead.
Anyone have any luck with a Mint.com-like finance software/website that automatically downloads Royal Bank account info? I can't get it to work with RBC on mint.com.
Any other suggestions?
- simms
- Deal Addict
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- Apr 29, 2002
- 3855 posts
- 47 upvotes
- Mississauga
You shouldn't be surprised; mint.com says they don't support Canada yet.
Yodlee looks interesting. Wesabe doesn't seem to work with AMEX.
And there's always Quicken..
Yodlee looks interesting. Wesabe doesn't seem to work with AMEX.
And there's always Quicken..
- Truemana
- Deal Addict
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- Apr 1, 2006
- 3370 posts
- 343 upvotes
- Brisbane
I'm not surprised... that's why I asked if anyone has found an equivalent that works for RBC accounts. Uploading the bank activity seems so unnecessary.
Does Quicken automatically capture transactions? Do you know which product/how much? I searched and could not find one from quicken that works.
- killuminati
- Deal Addict
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- Mar 29, 2003
- 1940 posts
- 253 upvotes
Quicken is now Mint.... are you guys still able to access Canadian accounts through it? The only place I can find to sign up is through Mint.com now and that doesn't support Canada.
- Itsik13
- Newbie
- Apr 2, 2010
- 1 posts
- Toronto,ON
Hi,
I just registered to Yodlee and it's working pretty good!
Only thing is i could not register my RBC visa...
I also tried to register citi mastercard but without success.
As for the checking account, savings etc...yodllee captured everyhting pretty quickly and accurately.
Yodlee is really easy to use.
I just registered to Yodlee and it's working pretty good!
Only thing is i could not register my RBC visa...
I also tried to register citi mastercard but without success.
As for the checking account, savings etc...yodllee captured everyhting pretty quickly and accurately.
Yodlee is really easy to use.
- rotary65
- Newbie
- Dec 26, 2007
- 21 posts
- 3 upvotes
Mint.com now works for me in Canada using my PC Financial account. It doesn't let me add my PC Mastercard or TD Canad Turst accounts yet, but it's an excellent start. It's really a magnificent tool - much better than Quicne Onine or Quicken, in my opinion (I've used both).