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.

A very satisfied Quicken user for 34 years. I have used Quicken for Mac since 1993. You have continually improved and updated this product over those 34 years. The quality of your updates are truly impressive because they actually improve the product and I have never had to rebuild my data after any of your updates! Great job and keep up the good work.

Tax Categories I don't have a business so I use Quicken more simply than others might. I like to keep track of the checking account for tax purposes primarily but also I am elderly and need the visual of the figures in one place. I also use Quicken to keep track of my charge cards and the way I can categorize all of that too for Taxes. Anyway, I like using Quicken for keeping track of my spending.

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.

*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.