Quicken Reviews
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Personal finance management software
The personal finance management software is pretty good at keeping track of investments, income, and spending. The reminders for recurring transactions really help keep everything in order. But one big issue is that you can't archive part of the main data file. I've got over 20 years' worth of financial data saved, so it'd be nice to be able to archive the older stuff and just have the recent data easily accessible. And on top of that, there was a pretty big price hike from last year, so now it's a bit pricier than I expected.
Long-time user of financial software
For more than thirty years, I've been using this financial software to manage my money and reach my financial targets. But lately, I've noticed some pesky bugs and problems that really need fixing. Like, when I try using big fonts, some windows and pop-up boxes end up spilling over my screen, which totally messes with my ability to click on certain buttons. It would also be super handy if they could add a "Printer Setup" button to the toolbar for easier check printing.
Budgeting software purchase
My experience with the budgeting software I bought was pretty good overall. The importing part went smoothly and quick, but there was a little hiccup with the 10K transaction limit. Also, I had to manually deal with a few accounts, and some accounts from certain banks didn't get imported. But even with those small issues, I think this budgeting software is better than others I've used before. I really like how well it handles categories, tags, and rules.
Financial management software
I've actually been using financial management software for a while now, but it's only since I retired that I started really making the most of all the features. It's been super helpful in keeping track of my money, investments, and even my small business expenses. The software is pretty easy to use and the customer service has been great. My only gripe is that I wish there were more video tutorials for the fancier features.
Purchased financial software
I've been using their financial software for a while and so far, it's been awesome. The coolest thing about it is that the software is right on my computer, so I can keep my data to myself. Unlike other programs I've tried, I don't have to switch over to an online platform with Quicken. It's a big deal for me to know my data is exactly where I want it.
Online money management tool
This online money management tool isn't as time-saving as I had hoped. I don't want to go back to using my own spreadsheet program, but I end up spending too much time every month trying to balance my checking accounts. The problem starts when I download transactions from my banks because there are always duplicate entries that I have to deal with manually. It's frustrating and goes against the whole idea of using this tool to save time and simplify my life. Another issue is scrolling through the interface isn't easy, especially for those like me who use touch screens. It's just not user-friendly in that aspect, which adds to the overall frustration of using this program.
Personal and small business finance software
I've been using personal and small business finance software for a while now, and I gotta say, the products are pretty solid and do everything I need them to. I keep my personal checking separate from my HOA treasurer account, and I find it easy to move around and keep track of everything. Being able to see my expenses, income, and make detailed reports has been a big help in keeping my personal and business finances in order.
Personal finance software purchase
The personal finance software I bought is pretty much the only game in town, and I've been loyal to it for more than twenty years. But lately, there's been a big problem. It keeps getting mixed up between AIG and Americo when it pulls in info from my investment accounts. No matter how many times I reach out to customer service, they just can't seem to fix it. So now, I'm stuck fixing the mistakes myself, ignoring the warnings, and manually moving dividends from Americo to AIG. It's a real pain in the neck, let me tell you.
Gotta enter info again and again
Ugh, every time I try to add new stuff, it never saves for later, and the tax mileage is all messed up.
