BP
GB1 enhancement please I love Quicken been using it for over 10 years. I requested one simple enhancement for bills be able to sort by credit card so when a credit card expires or gets stolen. It’s easy to find every place the card is used online
Bob K
GBTransaction 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."
Must be fixed
GBThere 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.
PJ
GBA 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.
Jack Riashi
GBVery 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.