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.

There 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.

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.

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."

Used Quicken for over 30 years but have one major complaint I've used Quicken for over 30 years & overall it is very good. ONE COMPLAINT: Quicken is getting very expensive for the simple basic editions! $50 annual subscription is too much for a basic edition. I'm looking for an alternative home financial software with a more reasonable price.