Great for tracking everything I love how all of my activity (income/expense/assets/liabilities) is tracked and can be reported in various formats. One thing I need is an easy way to change the categories and memo that auto populate based on the Payee. I must have done something before to set that up and I want to undo it and/or change it.

Transaction updates to Schwab… Transaction updates to Schwab investment accounts and Wells Fargo banking accounts no longer working. When working, when one tried to update the investment accounts, Quicken downloaded past transactions that have already been reconciled. Quicken needs to add a field on the update function ... "Only Update Transactions After This Date."

Makes reconciling checking account easy I'm kind of OCD about making my checkbook match the balance my bank shows. I download transactions from my bank every day and it is really easy to do. The only reason I didn't give 5 stars is because since the last update, the memo field auto populates to the last transaction entered. This is the field where I entered notes about payments made, such as credit cards, which aren't always the same.

Have been a Quicken user for over… Have been a Quicken user for over twenty years. I use many of its features daily. On the rare occasion there is a problem, the support staff have been able to find a solution in a reasonable time. The one thing that keeps me from giving 5 stars is, I dislike the subscription only business model.

Software for the Financial Planning. The software was easy to use. I understood most of the menus. All of the different menus I use help me to plan my finances better which save me money. The Checking and Credit card menus can be modified to keep track of routine expenditures. This saves me time and money. Submenus of Checking and Credit Cards help me to review past transactions and prepare for future expenses.