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.

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."

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.

Software for the Financial Planning. The software was easy to use. I understood most of the menus. All of the different menus I use help me to plan my finances better which save me money. The Checking and Credit card menus can be modified to keep track of routine expenditures. This saves me time and money. Submenus of Checking and Credit Cards help me to review past transactions and prepare for future expenses.

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.