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.

Used Quicken for over 30 years but have one major complaint I've used Quicken for over 30 years & overall it is very good. ONE COMPLAINT: Quicken is getting very expensive for the simple basic editions! $50 annual subscription is too much for a basic edition. I'm looking for an alternative home financial software with a more reasonable price.

I like Quicken in general. I like Quicken in general and have been a long user. I do not like that I still have to move it to my laptop when I go on vacation rather then being able to have it on multiple computers and just do an update. I am also not a big fan of the subscription model. Might work for profits but I do not see enough changes in my version to make me happy paying every year. Maybe a listing of improvements by version would open my eyes to actual improvements. Security and bug fixes are not improvements.

*Checking balance forecast needs to be… *Checking balance forecast needs to be customizable to display past balances by using the custom dates feature. The balance graph is too small, specifically the vertical axis needs to display smaller dollar increments. * monthly bills need to have flexible functionality —allow to manually change the dollar amount due for all future months. Many recurring bills do not have the same amount due each month. i.e. credit cards, utility bills. Contact me to discuss.

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.