Thomas Ericson
Certified Financial Planner & Quicken Specialist
Minneapolis, MN
Thomas Ericson is a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) with 22 years of experience in personal financial planning. He has used Quicken as his primary portfolio and budget tracking tool since 2003 and participated in Quicken's beta testing program from 2015 to 2020. Thomas runs Ericson Financial Planning in Minneapolis, where he manages financial plans for over 200 households. He reviews Quicken content on OnCallSolve to ensure that investment tracking steps, retirement planning guidance, and bank reconciliation instructions reflect how Quicken actually behaves in real-world financial planning workflows. He is based in Minneapolis, Minnesota.
Areas of Expertise
License & Certification
Reviewed Articles (22)
How to Fix Quicken Error CC-501
14 min readHow to Fix Quicken Error CC-508
14 min readHow to Fix Quicken Launcher Has Stopped Working
14 min readHow to Fix Quicken Unable to Open After Update
15 min readHow to Reconcile an Account in Quicken
13 min readAdvanced Quicken Data File Troubleshooting for Windows
14 min readHow to Turn Off Sounds in Quicken
12 min readHow to Manage Personal Finances with Quicken
16 min readHow to Update the Quicken Mondo Patch for Windows
14 min readQuicken ID Sign-In Troubleshooting Guide
16 min readHow to Backup or Restore Your Quicken Data
13 min readHow to Create a Budget in Quicken
14 min readHow to Fix Quicken Installation Using QCleanUI
14 min readHow to Install Quicken on Multiple Computers
16 min readQuicken Not Downloading Transactions: How to Fix It
18 min readHow to Fix Quicken ID Sign-In Issues
10 min readHow to Manage Your Quicken Vault Password
8 min readQuicken 2015: Features, System Requirements, and Upgrade Guide
9 min readQuicken 2018: Features, System Requirements, and Upgrade Guide
14 min readQuicken Deluxe for Mac: Features, Pricing, and Getting Started
6 min readQuicken for Windows: Plans, Features, and System Requirements
7 min readQuicken Home and Business: Features for Landlords and Self-Employed Users
7 min read