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Pros: 2013 and onward versions. I use only investment tracking, not budgeting. Reliable at downloading account balances and transactions from my bank, broker, 401Ks custodian, etc. and my assets such as two houses, and loan amortization. Does very good job of showing tables and graphics of all my investments, performance, net worth changes, etc.
It's the only way I have of getting a view of all finances in one screen.
I've not had to use their customer support. I don't use any cloud/services nor mobile device support. For mobile, I have my bank and broker's mobile software which I use sparingly.
Cons: Nothing major.
I don't upgrade each year since they don't discount, and in some years there is nothing new that I need.
There should be a lower priced update for each year, vs. same price as newly purchased.
Other Thoughts: Very good, unique since MS Money et al are gone, this is the only product I have found that is good. Tried 'em all.
If Quicken were to drop this, as did Microsoft with theirs, there would be nothing comparable to use. I tried my broker's own semi-equivalent and it was not viable.
Pros: Not much different from 2013 except for below...
Cons: 2014 crashed with Windows 8.0/8.1 till fix with revision 4. Now with revision 5, they require log in to your Quicken account every time you do a "Onestep" update or update any account. There is a point where one provides too much info to a software company, and this seems to be it, especially with all my significant data here.
Other Thoughts: I'm going back to 2013 version for the second time. If you use online/cloud backup storage you may want to reconsider for security? Even when encrypted before you transmit, you are only being tempestuous with a thin vale!
3 out of 4 people found this review helpful.
Thanks for the valuable feedback you provided!
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