Very Good, but Could be Better I like your system, and I've been using it for over 12 years. However, more recently, or within the past few years, I've noticed more problems with data downloads at Fidelity, Citicards, Amex, and banks like Flagstar.

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.

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.

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."

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.