Tax Categories I don't have a business so I use Quicken more simply than others might. I like to keep track of the checking account for tax purposes primarily but also I am elderly and need the visual of the figures in one place. I also use Quicken to keep track of my charge cards and the way I can categorize all of that too for Taxes. Anyway, I like using Quicken for keeping track of my spending.

I like Quicken very much I like Quicken very much. I found its features and functionality very user friendly and complete. And that’s why I have been a loyal user of this software for more than 3 decades. However, the price increases are getting ridiculously high, to a point that customers may be discouraged to renew the subscription in the future and start to search for other options with Quicken’s competitors. From 2022 to 2023 the price increased 15% and from 2023 to 2024 increased another 20%. That seems too much. Please hold your horses on this topic, Quicken.

A big negative is the problems my… A big negative is the problems my financial institution has every year (for several years now) when transactions can't be downloaded using Quicken Update. My credit union seems to hit a point where this is a problem that drags on for weeks and sometimes months. It's a huge waste of time and very frustrating trying to get an explanation. Neither Quicken nor the credit union provides an explanation for this problem. For this reason, I'd be leery of recommending doing business with either party for a new customer.

*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.

Inflation alive and well at Quicken. First of all, I was shocked to see how much the price had increased over the past three years. I've been a Quicken user for dozens of years, and now I'm going to have to find an alternative product that I can afford. Secondly, the software has become less useful. I can only make automatic daily downloads from about half of my accounts at my financial institutions, which forces me to make numerous daily manual downloads of data to keep my account status current. The reason I subscribe now is the convenience of daily downloads of my financial transactions, and your company has forced me to RENT the software at an exorbitant rate. I won't be a Quicken customer much longer. Much of the functionality of the product no longer exists.