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.

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."

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.

*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.

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.