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.

Not a big fan but there’s nothing else out there.… I like that I can monitor transactions in my two checking accounts and reconcile them quickly with ease. What I hate is that every time I download a new version that takes care of “bugs,” the payees in my accounts change and I have to go through manually to input the accurate information. Consequently, after years of this happening, I no longer pay any attention to these new versions and take no action. Cant remember the last time I updated and have no intention of doing so.

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.

No longer have much faith in Quicken I haven't been able to download transactions for dozen accounts at my bank. Quicken can distinguish correctly between nine of these accounts. I enter all my transactions manually from my bank. Incredibly frustrating and non productive for my business. It works for Discover, Home Depot, and Capital One. I have gave up on Quicken support months ago. They can't seem to figure out the issue. Issues started 8/2023 it's now 5/2024.

*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.