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.

One Step Update issues Too many continuing and chronic issues with One Step Update. It usually works OK, but not always. Too many updates to the One Step Update feature - updates don't always work and it is time consuming to get problems corrected. A continuing bug in the feature that I have reported several times (with no results) - if the One Step Update fails to connect to my bank, the only way out is to pull up Task Manager and close Quicken from there. Sometimes it is simply faster to connect to the Bank web site through my web browser and download transactions from there.

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.

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.

*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.