*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.

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.

There is a system error for Fidelity… There is a system error for Fidelity Investments where the cash value doubles automatically. This has been addressed numerous times on the help information yet nothing is done. It is a Quicken problem because it happens without downloads. For the amount of money that is paid, this needs to be fixed ASAP.

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.