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Email this12:09 pm
June 13, 2025
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Dear product management: I Loved the Bank-killer presentation!
But for me to leave my bank I would need the following:
1. WS Accounts to support Quicken in Canada.
2. WS Visa to support Quicken in Canada.
3. WS investment accounts to support Quicken in Canada. (nice to have)
That is full integration, 3rd party, or if need be via downloaded .Qfx file
Details: https://www.quicken.com/support/how-quicken-connects-your-bank/
Without 1&2 there is no way I can migrate from my regular bank account.
Thoughts?
4:13 pm
April 21, 2022
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T1FD said
Thoughts?
What was Wealthsimple's response when you asked them?
5:29 pm
January 12, 2019
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.
What Johnny said ⬆ 
- Dean
P.S.
Welcome Aboard, T1FD ❗
" Live Long, Healthy ... And Prosper! "
7:55 am
April 5, 2012
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I think it would be useful for me.
But I have the feeling that not many of their customers use Quicken.
1:15 pm
April 27, 2017
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WS offers free tax return preparation and optimization as well as financial planning services as perks to attract clients with enough dosh. So, in a way they are providing similar products and may not see a need.
The number of Quicken clients in Canada is far smaller than 100K; its not a mainstream market and probably not worth the effort for WS who aim to provide their own software for financial tasks. Lots of other, more obvious priorities on their plate. But… who knows?
12:27 pm
February 7, 2019
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mordko said
WS offers free tax return preparation and optimization as well as financial planning services as perks to attract clients with enough dosh. So, in a way they are providing similar products and may not see a need.The number of Quicken clients in Canada is far smaller than 100K; its not a mainstream market and probably not worth the effort for WS who aim to provide their own software for financial tasks. Lots of other, more obvious priorities on their plate. But… who knows?
What do people use to manage multiple accounts if not quicken?
| CGO |
12:57 pm
April 27, 2017
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cgouimet said
What do people use to manage multiple accounts if not quicken?
Don't know about “people” but I use Google Sheets. Primarily for tracking investments, ACB, rebalancing. My bookkeeper uses Quickbooks. In the olden days I used Microsoft Money… But it was never really necessary.
2:27 pm
November 8, 2018
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cgouimet said
What do people use to manage multiple accounts if not quicken?
Microsoft Money for me. Using it for over 25 years.
2:50 pm
February 7, 2019
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Alexandre said
Microsoft Money for me. Using it for over 25 years.
I used that too for a while but I thought it went extinct. Quicken for me for 25+ years.
| CGO |
2:52 pm
February 7, 2019
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cgouimet said
I used that too for a while but I thought it went extinct. Quicken for me for 25+ years.
And Excel for investments...
| CGO |
5:21 pm
November 8, 2018
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cgouimet said
I used that too for a while but I thought it went extinct.
Microsoft Money discontinued, true. But I have original Microsoft Money 98 retail box and CD, managed to install it on Windows 11. By the looks of it, I may be able to celebrate 30 years anniversary of that product still running on Windows, which is amazing for software.
5:04 pm
February 16, 2023
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A minute-long search will reveal many financial record-keeping apps for Mac or Windows, all better than Quicken and most with free trials. Quicken products have always been over-priced for the consumer market. Personally, on MacOS, I use and recommend SEE Finance; smart-phone/tablet synch & back-up via iCloud, qfx file import. On the rare occasion there has been a hiccup, the developer has responded very quickly and directly.
5:44 pm
October 27, 2013
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It depends on what one is focusing on for for financial record keeping. I use all the Quicken features for investment portfolio management, such as asset allocation (sliced numerous ways by asset type, geographical splits), portfolio weighting of individual holdings, CAGR of individual and combined portfolio accounts, etc. etc. At least a dozen different reports and graphs. I know of no other net options for these purposes.
From a bank account perspective (all types), all I need to know at the end of each year is a few cash flow reports, e.g. income in and out, and type of cash flow spend. Not interested in budgeting type tools.
I suspect WS wants their client base to simply use their tools on the basis that no WS client needs to have any other accounts with other third party institutions.
5:53 pm
June 13, 2025
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JohnnyCash said
What was Wealthsimple's response when you asked them?
"No, not providing this. but will forward to product management team".
5:54 pm
June 13, 2025
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Dean said
.
What Johnny said ⬆Dean
P.S.
Welcome Aboard, T1FD ❗
Cheers!
5:59 pm
June 13, 2025
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countysaver said
A minute-long search will reveal many financial record-keeping apps for Mac or Windows, all better than Quicken and most with free trials. Quicken products have always been over-priced for the consumer market. Personally, on MacOS, I use and recommend SEE Finance; smart-phone/tablet synch & back-up via iCloud, qfx file import. On the rare occasion there has been a hiccup, the developer has responded very quickly and directly.
Ah.. but you see.. I did do a ton of research and as i use multiple financial products, from multiple institutions, I really would one central hub for managing all these. A quick search did not identify SEE Finance as being compatible with WS, Is it?
6:02 pm
June 13, 2025
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AltaRed said
I suspect WS wants their client base to simply use their tools on the basis that no WS client needs to have any other accounts with other third party institutions.
Well, that is not a very realistic scenario, as WS is building upon their capabilities and their "ecosystem" will take some time to develop. I'm trying to go WS as much as I can, but I need tools to bridge.
6:24 pm
April 27, 2017
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T1FD said
Well, that is not a very realistic scenario, as WS is building upon their capabilities and their "ecosystem" will take some time to develop. Im trying to go WS as much as i can, but i need tools to bridge.
It's true that some services are missing but they are filling in the gaps fast. They are now offering joint margin, USD self managed spousal RRSP and Corporate investment and savings accounts, all of which were unavailable to me a year ago. Still missing corporate chequing accounts. What do you need to “bridge”?
7:25 am
June 13, 2025
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mordko said
It's true that some services are missing but they are filling in the gaps fast. They are now offering joint margin, USD self managed spousal RRSP and Corporate investment and savings accounts, all of which were unavailable to me a year ago. Still missing corporate chequing accounts. What do you need to “bridge”?
I agree that the addition and future addition of various financial products is great; and I definitely want to move as much over as I can.
What I need though:
- Common interface to tie ALL my financial products together (WS + external accounts, credit cards, LOCs, Mortgages and, ideally, Investments)
- Analysis capabilities: categorized expenditures, budgeting, what-if scenarios, net worth calculation, etc.
I believe WS can and might develop some of this, but I need this now.
7:55 am
April 27, 2017
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T1FD said
I agree that the addition and future addition of various financial products is great; and I definitely want to move as much over as I can.
What I need though:
- Common interface to tie ALL my financial products together (WS + external accounts, credit cards, LOCs, Mortgages and, ideally, Investments)
- Analysis capabilities: categorized expenditures, budgeting, what-if scenarios, net worth calculation, etc.I believe WS can and might develop some of this, but I need this now.
WS can be connected to Wealthica. Wealthica has various ad-ons, such as “Budget Wizard”. I have not used it.
Personally, I am a fan of Google Sheets. You can download CSVs and use whatever processing you need. And it will meet your exact requirements rather than apps. And it's free (except time on development). And it won’t be discontinued like Mint or Microsoft Money. And the back up is good. And no need to provide passwords to third parties.
Please write your comments in the forum.