• I Downloaded All My Financial Institutions Data Into Quicken 2016 Free
• I Downloaded All My Financial Institutions Data Into Quicken 2016 2017
• I Downloaded All My Financial Institutions Data Into Quicken 2016 2018

The data is automatically formatted for Quicken, allowing you to transition easily into managing your account from that software. Open a Web browser window and navigate to BankofAmerica.com. PS — you can import Quicken data into Gnucash. Art75070 says. August 3, 2017 at 12:23 pm. Downloading & categorizing transactions from financial institutions and downloading stock quotes. I have tried all the major alternatives out there, and my favorite by far is one I rarely see mentioned – KDE’s KMyMoney. Feb 19, 2018 - I create a 401K account, connect to the financial institution s. Data across the applications; that's why I would like to download all the history.

Original review: Nov. 27, 2018 I’ve been a Quicken user since 1994. Over the years the app has changed here and there but for the most part, you knew where things were and things made sense. I upgraded from 2007 version to take advantage of the $29.99/year Cyber Monday promo to try it out. I'm forecasting that the 2007 version of Quicken will probably not work once we go to Mojave which will drop 32-bit support. To note, I've read that you can cancel the auto-renew subscription, which I did, and the Quicken 2019 app is 'supposed' to continue working even after the expiration date. Quicken is not an app to radically change the user interface, thinking changes will make it better.

It’s been made much worse in this 2019 rendition of Quicken. GONE is the empty field at the bottom of your various registers, waiting for you to fill in the next transaction. Nope, now you have to hit a '+' icon and fumble through a clunky entry interface. GONE is the blue/white striped lines you’re used to. GONE is the Title, Payment, Debit on the top line, with Category Memo, and Open Split on the lower line. GONE is the accounts window you are used to.

It’s now in sidebar and feels odd. Want to have two account windows open at once, one atop the other, checking and a CC for example, nope, not anymore. You can only be working in one account at a time. Pretty much everything you're used to has been erased from this application, and replaced with something else. It's tiring, companies reinventing the wheel thinking 'Ah yes, this will be better. People will like doing things this different way.'

We don't like it. It worked just fine the way it was. It made sense and its unchanging nature over the decades was a good thing. It was reliable.

You could upgrade and use it straight away. It didn't need to be overhauled to the point where long time users will need to re-learn how to use it. To the meeting rooms that thought up this overhaul tactic for the age old, tried and true, Quicken that we all knew and liked, you didn't jump the shark here. You completely blew it.

100% failure. You should've just polished up the existing one. Instead you lost all the good familiar elements and replaced it with a bunch of useless tat and an awful, unintuitive, cluttered and clumsy user interface. This is bookkeeping software, not rocket science. Keep is simple.

Less is more. Look to the past for design inspiration. Original review: Nov.

25, 2018 Amazing. Just upgraded to the 2019 version. Tons of issues. After finally getting all 10 of my accounts set up, I wanted to link some accounts to my bill pay service. Should be simple right???

The morons at this company did not think that it was needed to allow importing of 2017 or prior BILL PAY accounts into the 2019 version. This company thinks we should go through the process of setting the whole damn thing up again. The same MORONS did not realize that some people have ten bank accounts and hundreds of PAYEES.

Well, after using it for 11 months, I regret purchasing 2018. Setting up the online ID was a major pain it the. To make matters worse, it is veeerrryyy slooowww to open. I am sure this is related to the online ID but I cannot get Quicken support to confirm it.

They mostly blame my computer or internet connection. Sometimes when I close an account and go back to the Home Tab, the program does not refresh properly so I have restart it. Ironically, moving to 2018 has given me a reason to move away from Quicken. So as a 20 year customer, I will be researching using other programs like Personal Capital, etc. Original review: Nov. 21, 2018 I started using this platform when it was Andrew Tobia's Managing Your Money, that's probably a 20-year run.

There were always updates that you could pay for, but there were very few times that an update was necessary to continue functioning. The latest update is also a transition from Intuit software to yet another owner. New user IDs needed to be set up, new security, and now Quicken is a subscription service. Despite promises of improvements, the new software is abysmal.

Every second or third time I start the software there's an update or patch, and they have degraded rather than improved the software. Last week I was on the phone for over 4 hours, until 7 PM on a Friday night, with tech support, trying to figure out why the balance in the register did not match the balances in the Account Bar for my primary credit card.

After hours of file validation, super validation, restoring back up files, ad nauseum the tech decided that the data file must be corrupted. More time was invested in setting up new accounts and copying old transactions into them to maintain the history, only to discover that all of the budget category assignments are lost on 3 months of newly downloaded transactions that were not copied (since they were available online). Then, when I went to use the program today the problem resurfaced in my primary checking account.

They were very quick to refund my annual subscription. But now I probably have no access to syncing accounts or paying bills. This appears to be a company that is doing everything possible to go out of business. Original review: Oct. 29, 2018 I have used Quicken for many years and frankly not any major changes over the years to make it worthwhile owning. Most major finance software make major interface changes over the years, but Quicken has pretty much remained the same.

It is still as buggy as ever and I can never get the bank updates to work consistently over the years. I primarily use it to balance my checkbooks, but now with the yearly subscription it is definitely not worth it.

My personal opinion, 'See you Quicken', don't need it anymore. I just downloaded Personal Capital and it is a great tool. It won't balance your checkbook, but what information! Original review: Oct. 25, 2018 I have used Quicken for many years and loved it. I never have used the link bills or auto payments, but I like to have good records of my bills, loans, bank accounts checking and savings. I have become very upset lately because when I look at my bills I see missing bills, also there are many duplicated bills.

The balances are not correct. This is not helpful in tracking my finances but a lot of extra work constantly correcting quicken. When I bring Quicken up it takes forever to come up with the program, since I do not use any online features that does not make sense to me. Sad to say I once loved this program but will have to say goodbye to Quicken and just do everything by hand. Original review: Oct.

18, 2018 I have used Quicken software and Quicken Bill Pay for 15+ years and upgraded to the annual premium Quicken with free Bill Pay. Beware, they don't transfer the old Quicken Bill pay account and you are forced to set up a new user ID and password and have to go through the verification process to get the account approved. Setting up bank accounts is not as easy as it was before when you entered the bank account information, routing number, waited two or three business days for micro deposits to the account, and the account was approved. That is not the case with the new version. You have to set up the account, then wait a couple weeks for them to send you a secure email which requires you to have to set up another password to view. They require you to send in copies of voided check, driver's license, current utility bill, and your Social Security card or something to verify your Social Security number.

The whole process is very confusing and time consuming. You would think they could use the old bill pay information and just transfer over my bank accounts. After almost a month, I think I am almost there with the conversion, but beware it will be time consuming so don't close the old bill pay account until the new one is up and running. You also have to go into the Quicken software and add Bill Payment with new user ID password to connect the software, so you don't get charged the monthly $9.95 fee.

My conversion process to Quicken 2018, now 2019 software itself was simple and everything seems to be working. Original review: Sept. 16, 2018 Several days ago one of my Quicken accounts would not update via 'one step update.' Got error code 505 over several days. Eventually I called the Quicken telephone support line (per Quicken instructions).

Call was answered quickly and when I explained the problem he immediately wanted online access to my system. It being Quicken I allowed it. He ran several utilities on my system and one after another he found a problem that he had a solution for - the first being my anti-virus software which he said was ineffective and suggested another which was not free. Secondly he found that this particular account's file was 'corrupted' on my computer and as a solution I could buy an 8 (I think) or a 10 year subscription to Quicken for $199 or $299 that he would be happy to install. I declined and he ended the call.

I will not darken their telephone support line again and hope that I can find software that will not subject me to this kind of blatant hustle. If I could be done with Quicken I would be! The answer I found today.

After right clicking on the file's name and bringing up the edit/delete window, going to the online tab and clicking on reset and then waiting a couple of minutes while Quicken contacts the system from where the data is downloaded, the problem was solved. All done in less than 2 minutes -not the 30 minutes I spent with this fellow while he was doing nothing but putting on a show while trying to sell me something. Note this is NOT Intuit. Intuit sold the software to these people and while Intuit was not perfect they did their customers no favor by selling Quicken to this new company. Original review: Sept.

13, 2018 I updated my Quicken 2018 and the program kept crashing after. The first time I got customer service, I was put through paces of trying things for over an hour. When I suggested that I'd like to talk with the supervisor, the woman told me there was no point in that-the supervisors had no more tools than she did.

When I said I'd still like to speak to one, the line went dead. After 15 minutes and no call back, I called again. Nothing was made of my complaint, but another woman tried to help me. Same stuff, same procedures for another hour. I got the same response when I asked for a supervisor.

She refused and said there was nothing she could do. So, my only option seems to be to cancel Quicken and look for something else. This was a terrible experience and I'll never use their product again. Original review: Aug.

29, 2018 I have been using Quicken for years, I go to update to 2018. They need all this paperwork sent to them for verification. I understand that but I am still trying to get my account verified after sending them all the documentation and been waiting for over 2 weeks. Their support sucks!!! You ask to speak with a supervisor and they tell you hold on then come back and says no one is available. I have had it.

Going out to another vendor. Their service and support is TERRIBLE. Don't get the application and try and use Quicken Bill Pay!!! Original review: Aug. 4, 2018 Awful, awful company. The software gets worse every year. More and more bugs.

I'm a longtime customer since 1999 and I've been able to avoid database corruption in Quicken by avoiding any of the new features they've added in the last 5 years. Quicken knows it has most of its long time customers in a bind. We've spent years and years entering transactions/securities, etc and we don't want to lose all that history. And there is no real competitor that has all the features Quicken has.

Also, the support forum at Get Satisfaction can be an exercise in frustration. The Quicken moderators regularly remove any posts that say anything negative about the product. Very, very insulting.

They treat their customers like bratty children. I like most Quicken users can't wait to find some alternative. When that day arrives the customers will leave in droves. Original review: July 30, 2018 This product (Quicken 2018) couldn't be more confusing or frustrating.

I tried for 3 months to sync my transactions, manually tag and enter them, and separate my personal from my business expenses, and ultimately had to scrap all my work and redo it manually. I tried their support, web chat, online forums, etc. But the product and app are so confusing I couldn't figure out how to make it work. My advice is that if you struggle AT ALL with technology to STAY CLEAR of this product at all costs! Original review: July 17, 2018 Quicken 2018 is definitely a downgrade from what Quicken used to be under Intuit.

Unfortunately there isn't much choice in this software arena anymore. I'm guessing there will be soon given the number of 1 star reviews on this site. Arithmetic is easy, and should be a given for a finance software tool. And yet I find incorrect totals frequently that do not correct themselves until I log out and log back in. It means I can't trust the numbers I see, which is the most basic function of a home finance software platform. But far worse than the bugs is the third-party Quicken Bill Pay partner (Metavante Payment Services). Not only is the service and user interface horrible, but they are blatant thieves.

I decided to give them a try, but after a month I couldn't use the service anymore. It was just awful, and I almost missed a bill because I didn't get the notification.

I never had those types of problems using my online banking, so I went back to their bill pay service. I canceled my Quicken Bill Pay, and thought that was the end. Two months later they took money out of my account. I never authorized it, and I had done nothing that would have warranted additional charges according to the terms & conditions I agreed to. I called and pointed out the mistake.

They tried to show me where I was wrong, but the terms they showed me actually proved I was right. They opened a ticket for a refund. Keep in mind this is only $5. The claim was denied with no explanation. The thought of them doing this to their thousands of customers and profiting from it irked me to no end, so I decided to follow up again.

Once again I was directed to terms and conditions that backed up my position. I was told a supervisor would call me back. That never happened. I called again and they told me they would open another request for a refund. I told them that wasn't good enough, I needed to talk to supervisor. I've still not gotten a call back, and never got a refund. The fact that a company would go to these lengths to keep $5 that they clearly do not have a right to tells you all you need to know about them.

And based on the justification they gave me for not refunding the money, my hunch is that they are overcharging all of their Quicken customers. They get away with it because the dollar amounts are low enough that people don't notice or don't bother to go after them. It seems like this would be a great opportunity for a class action lawsuit. I'm volunteering to be a plaintiff if anyone wants to take the case just because they annoy me so much.

I Downloaded All My Financial Institutions Data Into Quicken 2016 Free

And I hate to think of all the people they are stealing from because they aren't savvy enough to know they can usually pay their bills online for free through their bank. 2 weeks later, I received a charge for $5 for exceeding the 15 transaction limit per month. I don't have that many transactions, so I had to have the customer service rep walk me through the transactions. Turns out they count receiving a bill and paying the SAME BILL as TWO separate transactions. I have automated rules set up for everything, so they only handle each bill once. Well, they got me for $15 and they refuse to give it up. I would stick with them, but I can't stand the nickel and dime attitude and the deceptive practices.

Anyway, I'm glad I didn't delete everything from my bank bill payment system (FREE), because I'm going back to that. Tl;dr I do NOT recommend Quicken Billpay. Maybe they'll get their act together one day, but this is not that day.

I will likely also report this to the consumer protection bureau because I think it was very deceptive. Original review: June 17, 2018 Like thousands of other customers using Quicken 2016 or 2017, Quicken stopped syncing with my bank after the software update in May. I spent five hours working with customer service without getting a solution.

The whole time they acted like this was a problem they'd never seen before, but it turned out they'd already had lots of users complaining about it for weeks! Quicken offered lots of suggestions; some of them fixed the problem for some people, but some of us were still stuck. They finally released an update for 2016 with a promise that the 2017 correction would soon follow. But then they started getting complaints that the 2016 update created new problems, so they shut down the discussion, deleted most of the complaints, and posted an official statement saying the problem was corrected. Stay away from these incompetent crooks. By the way, Quicken is not a part of Intuit anymore.

Original review: June 12, 2018 Have used Quicken for many years, buying upgrades every 2-3 years. Slowly over the last 1-2 years it has become increasingly buggy, mainly with online connections.

I used to assume this was due to additional security measures that financial institutions are implementing, but now I'm pretty sure the problem is Quicken. In the last 2 months I have spent dozens of hours resetting account connections, fixing the Quicken ID, re-downloading the program and reinstalling.

At times it would connect, then it wouldn't. Finally seemed that I had everything working last week. Now I go to connect again and it acts like I am connected, but no transactions show. Then I start re-setting accounts and it gives me more errors. I am done with this horrendous product. Quicken you just lost a decades long user.

Original review: June 8, 2018 It is the most unfriendly program ever. I had the nice basic program on Windows but switched to a Mac and was forced into buying 2017 Quicken. My nightmare began.

First, I just want to enter my transactions as I did before - no bank tie in. I can not get a balance to come up. I can not get the same company name to work for either spending and income. It can not differentiate between the two.

So if I started at income for a company, it refuses to be spending. It changes balances. It adds all of my different accounts into one main balance and I can't make it go to just one account as I did.

Original review: May 23, 2018 Has anyone else had a nightmare upgrading from Quicken 2015? In addition to disabling my online banking download and bill pay, I have had all kinds of issues since they ended support for Q 2015 this month. Here are some of the issues I face: 1.

The program not opening up my file forcing me to spend time figuring out where the active file was kept. Multiple messages to upgrade to Q 2018 even though I opted out of getting any more messages. Not able to download transactions from bank anymore (I tend to think they disabled this proactively instead of just ending support). Continuing to charge for Quicken Bill pay. No way, no how will I pay an annual subscription fee. Quicken had a protocol where you would need to update about every 36 months (maybe a bit more).

If you didn’t upgrade you lost the ability to automatically download from your credit cards. So it was about $50 every three years to upgrade. Now if I wanted to be frugal I would have just downloaded the files from each site and imported them. During a three year cycle, the annual subscription fee is equivalent to a 300% increase. Nope – I won’t do it.

Quicken will not get a dime from me for any future upgrades and I will go back to the manual downgrade / import of the files. I sincerely hope that Quicken shot themselves in the foot with the fee scheme. Original review: May 16, 2018 The company practices extortion.

I own Quicken 2015 Deluxe. My desktop needed to be factory reset because of a corrupted file. ALL the software I own (quite a lot) installed without problem, EXCEPT for Quicken 2015 Deluxe. Only 3 years old, I own it, have the disc.

They lock you out of reinstalling it. This is outrageous and should be illegal.

Several of the software packages I DID reinstall were much older than Quicken's. I know all the story of Intuit selling off Quicken. I know they now RENT software for about $50/year.

Accounting is simple. Original review: May 15, 2018 I have used Quicken (for Mac) since its inception and have upgraded regularly. Since upgrading to 2018 I have had nothing but problems. I have lost transactions, been unable to download from institutions and the last time I ran it the program was 'saving to Quicken 2016,' which I didn't think was even on my computer. I've spent hours with tech support but each time there is a partial fix and I manually update my registers something else goes haywire and I am back to lost info and am unable to reconcile through online.

Does anyone have a better product for personal investing and home finance? Original review: May 9, 2018 We have been satisfied, loyal Quicken customers since the early 90's.

Quicken-TurboTax-Intuit has exploded & gone separate ways. The purchasers of Quicken have decided to gouge the existing customer base. With little warning, Quicken disables all account downloads from existing financial accounts.

The software will not link directly to financial institutions & will not import downloaded transaction files. This is Quicken's way of forcing customers to pay $60-$100 per year for their new subscription service. Which is buggy & doesn't work as advertised. We have worked with Quicken through many changes over decades. This heavy handed approach not only gives the finger to long standing customers. IT MOTIVATES US TO FIND AN ALTERNATIVE. ANY ALTERNATIVE.

And spread negative word of mouth forever! Congratulations, Quicken.

You have destroyed your customer base in one fell swoop. Original review: May 7, 2018 Just installed Quicken 2018 Home, Business & Rental Property. Have used Quicken for decades. Cannot connect to financial institutions - connection error message.

Chase gives me customer service phone number for Quicken. Customer service rep says the data was backed up 'wrong' in Quicken 2015 before I installed Quicken 2018. I have to buy a support plan for $149/year to get help - after just buying the $149 product since the 2015 version would no longer download data. Seems like a huge, huge scam. Beware, beware, beware.

Original review: May 1, 2018 Been a client of both Quicken and Bill Pay since 1993. I received a notice. To maintain my bill pay service I needed to upgrade to 2018, which is now a subscription service. I bought the premier Quicken with free bill pay (found out later it's only free for a limited time). Per their instructions I needed to setup a new bill pay account, I did. Spent an entire month back and forth with customer service.

I had to call them every few days to get updates. I was denied 2 days after my 30 day guarantee ran out to return my new quicken. No explanation, just, it's been denied.

I have an excellent credit rating, go figure their denying me. After an hour I did get my money back. I'm done with Quicken. At ConsumerAffairs we love to hear from both consumers and brands; please never hesitate to.

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As a daily user, I upgraded to Quicken 2017 this week. The changes aren’t very significant but I chose to upgrade anyway and take a look. So here’s my Quicken 2017 review with my thoughts about the latest version.

I’ve also updated my and Credit Score too. TLDR. Enhanced mobile app features including investment tracking and offline use. No significant new functionality but it still does most of what you’ll need.

Using Quicken requires at least a new purchase every three years for online connectivity. Updated user interface with a more modern look and support for higher resolution screens. Quicken 2017 – what is it? Quicken 2017 is the latest upgrade to one of the few remaining desktop finance applications for PCs & Macs. One newer competitor is. Other cloud-based alternatives (, etc) are very popular and growing at a fast rate. Sites such as have also gained a lot of traction.

Intuit, the company who originally made Quicken, sold the Quicken product to HIG Capital, a private equity company. Intuit is concentrating on cloud and online services with its popular (and free) website as well as its product for small business. They also make the popular software.

Quicken and Mint, despite having functionality, were never integrated over the seven year period after Intuit acquired Mint in 2009. I already did a earlier this year in April. The 2016 updates were largely minor and it wasn’t worth upgrading if you had Quicken 2015. Although Quicken 2017 is largely a refresh of the user interface to a more modern style, if you use Quicken 2015 there are more reasons to upgrade. I upgraded because I wanted to review it and because the newer version should have better ongoing support. So I took advantage of the discounted price and redeemed some I’d collected to knock the price down to $50. Where to buy Quicken 2017 comes in several different versions – Starter ($39.99), Deluxe ($74.99) and Premier ($109.99).

There are two more advanced versions for Home & Business ($119.99) and Rental Property Manager ($164.99) Note: The Starter Edition does not download data from higher versions of Quicken, so if you’re planning to downgrade keep this in mind. If you are interested in purchasing Quicken, I suggest you shop around instead of buying directly from Intuit or using their Quicken upgrade offer. I bought my version of from Amazon for $65.95, a 40% discount from the ‘official’ $109.99 price.

Quicken have a promotion for the same price until the end of the month. Is $44.95 at the time I wrote this, compared to the official $74.99. Quicken Editions The is only for new Quicken users as it doesn’t offer the ability to import older Quicken files.

The is the standard version for most people and you only need the if you have investments at brokerages which you want to manage and review. You can see a. I use the investing features which are only available with Quicken Premier so that’s the only version I’m interested in. All versions of Quicken work with a free mobile app. I’ve never used the app nor have I ever found myself needing to use one, so I won’t really comment on that. But it’s there if you want it. I turn off the “cloud synchronizing” feature which enables the mobile app functionality.

Installation and upgrade Since I bought my copy from Amazon, I simply needed to download the 219MB installation file and run it. After being greeted by the welcome screen above, installation was painless. It took about 30s to uninstall Quicken 2016 and install Quicken 2017.

Now I think my data file is pretty big at 128MB as I have transactions going back to 2009, but it imported everything without any problems and I had no issues starting up Quicken afterwards. The file format hasn’t changed at all since I was able to load my new Quicken 2017 file into Quicken 2016 without any problems. The installation does backup your Quicken 2016 file, so if something did go wrong you can always reinstall the older version and open up the saved file. IDs, Passwords and Security I didn’t have to fuss about license keys or anything like that during the installation, although I did need to enter my “Intuit ID” to register.

This is an online ID which works across a range of Intuit products, although I wonder for how much longer considering they’re separate companies now. Also in this version, Quicken asked for my mobile number and sent a two-factor code for protecting my account which was good. Even more convenient was how the SMS popped up as a windows 10 notification on my computer so I didn’t even have to dig out my phone. The passwords in Quicken can be a little confusing – there are potentially three of them.

Intuit ID This is used to register & login to the online website / mobile app. It is also needed whenever a new update is available, as you’re asked to enter this from time to time when using Quicken. File Password You can protect the Quicken data file using a password.

This means you can only open the file after entering the password. Vault Password Your login credentials to online banks are stored in a ‘vault’ which has a separate password. Eeven if you don’t password protect your file (I don’t), then the Vault password needs to be entered the first time you download transactions from banks after starting Quicken. This process was simplified in Quicken 2016 so it’s a one-click operation after entering the password. New Features for 2017 Here’s a summary of the which are being offered for your hard-earned money in this version:. New look that’s easier to use. This is just a straightforward re-skin of the user interface for the most part. Buttons are now flat and there’s more ‘blue’ in the screens.

This upgrade does make working on higher resolution screens a little easier. New Mobile App. You can track investments on the go, enter transactions manually (even when offline) and search for transactions. Connect to. With the Premier version, you can automatically download the value of your house.

Mac users get a couple of extra features. Quicken Bill Pay. For the princely sum of it’s now a bit easier to pay bills online with Quicken and the add-on Quicken Bill Pay service. Let me think about that: does that for free from their mobile app / website and even pays the postage when mailing a check; Quicken charges $10 a month. Hmm a tough call. (Some banks may also offer a Quicken compatible service for free or for a charge).

Easier upgrade from Windows to Mac. The Mac version can now understand a Windows Quicken file better. They listed this as a new feature last year too. Create custom reports. You can customize reports to look at specific accounts and time periods. Reasons to upgrade One of the main reasons for you to buy Quicken 2017 is because of the.

Quicken provides phone and chat support for products per the above policy; it’s usually for 3 years. This also applies to some Quicken features such as downloading bank transactions. If you’re using Quicken 2014, those features will be disabled after April 2017 so you must upgrade before then if you wish to use continue those features. I think part of the problem with Quicken is that it’s like Microsoft Word / Excel. It already does so much; there’s little more that it really needs to do. This is a software application that’s been around since 1983 after all.

So upgrades do tend to be a bit underwhelming – most of the changes are probably ‘under the hood’ or to improve usability. If you’re using Quicken 2016 there’s really no compelling reason to upgrade.

However you might want to consider upgrading if you. Want continued connectivity for downloading transactions through 2020. Want access to the ‘latest and greatest’ software / support.

Like the new mobile app features. Use Quicken on higher resolution screens and find the screens to cluttered. If you use Quicken 2015 or earlier, there are more reasons to upgrade. You’ll get continued connectivity for downloading online transactions and investment data. The new look and feel Here’s a before (Quicken 2016) and after (Quicken 2017) comparison of the new user interface, showing the investment register. Quicken 2016 – Before It’s a very cramped / compact layout with different user interface styles in various parts of the screen. Quicken 2017 – After Quicken 2017 adds more spacing around text and controls which can help when using the application with a touch-based laptop.

It’s a step in the right direction, although there still seems to be quite a bit of needless chrome in the screens, and the screen redraws seem fairly slow compared to something like Excel or Word (this was true of Quicken 2016 too). New Zillow Connection I’m actually not big on tracking Net Worth – I use my instead which excludes house prices and retirement accounts. But I do tend to keep an eye on my house price and Quicken 2017 now allows you to automatically download the estimated price for your house based on. I take the estimate with a grain of salt, but it’s nice to see any longer term trend in house prices. The connection worked first time – I just needed to enter my house address and it downloaded the current (ridiculously high) estimate from. New mobile app features The updated adds investment tracking and offline use, so it can be useful if you’re using an android tablet or iPad.

I use a tablet around the house and when travelling which runs the full Windows application. Features I don’t personally use I’m probably not the average Quicken user, so here’s a quick overview of some of the Quicken features that I don’t use but that someone might find useful.

I’ll mention why I don’t use them as I go. There’s not much difference from the 2016 version except for the styling as mentioned above. Bill Reminder You can enter all your bills, recurring or one-time charges and Quicken will flag you that you need to pay them when the time comes. When you pay (or say that you have paid) the bills they’re entered into your account register.

This screen is functionally the same as in Quicken 2016, although this year I’m showing the “Stack” view for extra style. The tab view along the top has been made blue and the second level menu is more consistent in style. The bill reminder feature will try to estimate your bills using historical data if they are variable amounts and can’t get the billing info from an online provider. I don’t use this feature however since I automate every bill payment as either an automatic credit card or bank payment, and track them in Excel. Entering them into Quicken in advance just means extra work for me. I just confirm that bills have been paid when the automatic bank download imports them.

Projected Balances Based on your future bills and spending, Quicken can project your future balance. This can help you avoid being overdrawn as Quicken is currently projecting for me in February next year. Of course, it’d probably help if I added my salary as a ‘bill’ so that Quicken knows there’s money headed my way. But the only time I look at this screen is when I’m reviewing Quicken. Personally I’m OCD about my future balances in Excel so I let it slide here.

Quicken will set up an automatic bill for personal loans and mortgages to track them and project the future balance. Budgets Each transaction in Quicken can be tagged with categories (and sub-categories). Budgets can be created with fixed amounts and can be set to roll-over from month to month if desired. Here’s a sample screenshot from my file. I was surprised to see some budgets set up so I must have played with it in the dim and distant past. There are also some alternate views I’m not showing here e.g.

You can see a yearly view with the balance / budget of each month etc. For some reason I just have trouble visualizing budgets like this, even though I know it’s really the same information that I have in the Excel file I use. I’m just much happier using Excel and my ‘budget’ process is more about keeping tabs on spending than imposing a monthly constraint. Financial Planning Quicken offers some tools for Debt Reduction, Lifetime Goals and Savings Goals. The Debt Reduction and Savings Goals are the usual calculators allowing you to see the effects of additional payments etc. I’ve not tried them but I expect they’ll generate future transactions in your file and help show your progress to pay down debt or reach a savings target.

The lifetime goals tool is interesting though; it’s another wizard type tool that is similar to tools from, and other brokerages. However it tries to fill out the details such as income and expenses etc. Based on the history in your data file. The initial screen looks like this and is unchanged from Quicken 2016. The results (as well as the graph color – purple is the new yellow it seems) have changed from last year’s review though. I’m not sure that Quicken is considering my intent to live of dividend income into its plan either. As far as I can tell it grows the Taxable and Tax-Advantaged accounts that you selected with your estimated growth rates.

It then decreases them per your living expenses when you reach retirement age. Sadly it said that I should only expect to live until I’m 82 years old, which is 37 years away. Although apparently I might make it another ten years as a stretch goal! Quicken will update the results as time progresses based on your current account balances. You can also explore “What If” scenarios and see the results. It might be worth digging into the numbers / assumptions more in a subsequent post, but I do my future projections in you guessed it, Excel. Mortgage & debt calculators If you have a mortgage, Quicken provides charts and reports to review the effects of additional payments or re-financing.

It’s all pretty good and it’ll calculate interest and principal payments for your mortgage and categorize them appropriately. Nothing that isn’t available online but here it’s all linked with your account transactions. Quicken also includes a Debt Reduction calculator to estimate the interest on your debt and create a payment plan. Reports, Reports, Reports Quicken has a huge number of reports that it can generate. Net Worth, Cash Flow, Investment Performance, Spending comparisons, you name it. I’ve showed some in the screen capture below.

At the bottom of the list is the cool “Easy Answer” wizard where you can select questions such as “Am I saving more or less compared to last year?” and it’ll produce a report to answer your question. The reports can all be produced manually via the reporting / query tools but the questions get you straight to the specific report that you want. I’ve just never found myself asking Quicken those questions, but you certainly can if you want to. Features I actually use every day So that’s a lot of features that I don’t actually use! You’re probably wondering why I even bothered to upgrade and what I actually do use in Quicken. Well here they are. Linked transactions Quicken tries to link every transaction between two accounts.

So if you transfer money from Checking to Savings, it’s one transaction and has a “from” and a “to” account. This is handy because it allows you to navigate from one account to the other.

You can click on the deposit and then navigate to the outgoing transaction. Likewise changing the amount in one account will change the amount in the other account since they’re linked. It requires some logic to match up transactions and sometimes Quicken needs a little help. I’ve even had two entries in one account link to a single entry in another account which is, well, wrong.

You can always work-around this; for example you can simply withdraw cash or add and remove investments without requiring a second account. But the majority of transactions are linked and show flows between accounts. Online account synchronization Quicken can connect to all my accounts and download the latest transactions.

I have a number of savings, checking and brokerage accounts between Vanguard, American Express, Charles Schwab, Chase, Barclays, Fidelity, HSBC and Capital One. Quicken can pull all this information in one go. This is the feature I use the most as it allows me to review all transactions going through all my accounts and helps me check off the transactions as they occur in my Excel file.

The only account it’s not able to access is my HSA account at Bank of America. This also has the dubious honor of being the worst banking website that I have to use. Note:, and others can do all this too, but what I like about Quicken compared to Mint is that the transactions are linked between accounts as I mentioned above. Historical Investment Cost Basis This is the feature I use next often. Quicken provides a very simple interface for viewing the value of your portfolio on any given date. This feature works on all investment accounts since Quicken downloads the historical price data for each stock / fund that you own. Here for example is a portion of my Capital One account, showing my LNT purchases and associated cost data.

By changing the date in the “As of” field at the top, I can go back in time and see values on different dates which helps me in producing monthly and yearly reports. Sadly you still can’t go forward in time and look at future stock prices. That’d be a feature worth buying! The little report icon to the right of the stock name links to news relating to that company such as dividend increases and other events. Consolidated stock data I’ve also recently started using a custom investment view. This allows me to look at all my individual stock holdings across all brokerages and it adds fundamental data too.

You can create a specific view containing the investment holdings you select as well as choosing the columns to be displayed from a long list of fundamental data values. The view below is for one I created for all individual stocks in my Income Fund, aggregated across brokerages. The columns are those I typically look at when considering new purchases and in this screen I’ve hovered over the news report where links to company news are located. Expense Categorization Quicken allows each transaction to be classified with a category so I occasionally use that feature when reconciling with my Excel sheet where I budget based on categories.

It can generate reports that group expenses into each category and provide a breakdown into sub-categories. I’ve used this a few times when the expenses in my accounts don’t match my Excel file. My Credit Score All versions offer a Free Credit score report – this is a quarterly report from Equifax and it offers some basic personalized advice based on your credit report. The Score is not the “FICO” score but the Equifax Credit Score.

The report consists of the following sections “Credit Card Usage”, “Payment History”, “Age of Credit”, “Total Accounts”, “Credit Inquiries” and “Derogatory Marks”. My Score I was at 820 at the time of the last review six months ago so no changes here. Of course it’s a different score (higher) than the one I get through my credit card, but I suppose score trends are more important than absolute credit score numbers.

The Quicken credit score report is available quarterly and provides some explanation on factors which are causing issues with the score. So it’s not that bad. But I get free monthly FICO credit scores from holding the card (no annual fee) and my American Express card provides it too, both of which are better than the quarterly update here. Chase have the best report of the three and use the same score as American Express. Tracking Investments in Quicken 2017 Morningstar X-Ray offer an X-Ray feature if you pay their subscription fee and this analyses your portfolio holdings, breaking them into sector and regions. This can help you see what you really have in your portfolio and what you might be exposed to; particularly if you hold a number of mutual funds.

For example if you hold individual shares in Apple, you might want to limit ownership to say 10% of your total portfolio. But if you also own ETF or index funds, they may hold Apple stocks too so you could own more Apple stock than you think. Quicken has partnered with to offer this feature for free, and the report can be customized to view one or all of your investment & retirement accounts.

You may also be able to get access to Morningstar from your local library for free too. I don’t use this feature much but here are the current results from my Income Fund to give you an idea of the kind of analysis that it produces. Asset Allocation I’ve moved from “moderately risky” to “aggressive” now that bonds and cash in my Income Fund have fallen below 40%.

Investments by Region Compared to last year my US sector allocation increased from 73% to 78% at the expense of Europe and Asia. My low allocation to Japan has even generated a warning. Since the Quicken 2016 review, I’ve switched from Vanguard’s Total International Stock Market fund  to the Vanguard International High Dividend Yield Index Fund Admiral Shares fund. So the new allocation is essentially saying that not many Japanese companies are paying high dividend yields at the moment. I wrote about recently. Stock Sectors Summary The report includes a more details stock sector allocation which can be compared to the S&P 500 or a similar investment style benchmark.

Stock & Bond Style The portfolio has moved even more towards Large Value stocks. This is not too surprising. Most high-yield dividend stocks tend to be Value stocks and I favor large-cap stocks for the most part. Investment Type & Fees No warnings this time – in my Quicken 2016 review this April I was flagged for being over-allocated to Slow Growth and under-allocated to Aggressive Growth. I’ve not paid any attention to this attribute in any purchasing decision, so I arrived at the current allocation by happenstance. Stock Intersection The stock intersection view shows how the individual stocks you hold are held by other investment funds or ETFs. In my case, Microsoft is one my largest individual stock positions and it’s also one of the largest holdings in. Investment performance There are also a number of investment reports that can be customized based on the securities you select. The reports can be quite interesting if you want to compare your portfolio’s performance to major stock indexes etc.

Here’s my updated Capital One account performance compared to the S&P and other indexes. I’m never exactly sure what’s being compared in these type of performance charts so I don’t pay them much attention. I don’t believe these particular results either, especially since dividends aren’t included in the calculations. The index data only goes back 5 years which is pretty bad too. Quicken in daily use I usually use Quicken once a day to download transactions and keep an eye on my accounts.

For the most part, it’s trouble free and works well. Online connections Chase connectivity has been intermittent in the past but very reliable recently. My Amex Savings account currently isn’t syncing but I don’t use that account for much so I manually enter transactions for the moment.

I’ve always been able to contact support when needed although it’s a fairly lengthy process. Phone / Chat support has been pretty good and has resolved any issue I’ve had. So no complaints there, only procrastination on my part in getting the Amex connection fixed. Investment Tracking It can be a fair amount of work to keep the investment data correct with investment accounts especially. Some brokerages are better than others; I have a lot less issues with Capital One for example. However the Vanguard import in particular can get confused due to delays in the transactions between institutions, and the use of a money market sweep fund vs a cash account. So you do need to babysit the transactions and make sure everything gets linked up correctly. However most of the time transactions, even those from stock splits and mergers, get handled correctly. Summary This isn’t a must-upgrade by any means, but pretty good if you like Quicken and are using one of the older versions.

You may also value the new mobile app functionality and better support that Quicken 2017 has in which case it’s definitely worth it. On the other hand, if you’re using Mint or Personal Capital or some other free service, there’s likely little value here in Quicken unless you’re OCD like I am and want total control over all transactions. I find the investment data useful, but that too can be found at some online brokerages. Brokerages also have analyst reports that I find useful which aren’t available in Quicken. The Starter Edition does give you a means to check your Credit Score quarterly for the next several years for $29.99 which is cheaper than many credit monitoring services (e.g. IdentityGuard, Experian, Lifelock etc). You don’t get the credit monitoring aspect of those services thought.

Alternatively you can get a card or similar and obtain free credit scores. I hope you found this Quicken 2017 review useful.

Let me know if you have any questions about it. I don’t get paid to promote Quicken so I try to highlight both the good and the bad. However I do earn a small payment if you buy Quicken via Amazon from this page. Quote of the day An investment in knowledge pays the best interest. Hi Peter, There are some restrictions about importing from earlier versions. See for more info.

It looks like you need to convert the files through Quicken 2004 first (e.g using a 30-day free trial version). If you’re converting from the Quicken 98 UK edition there was some additional info in – see the response from peterdowd. For ‘home’ editions of Quicken, it now uses “Tags” instead of classes and sub-classes. So I expect you’d end up with a set of Tags based on the parent class names and a set of tags from the sub-class names.

You don’t need an internet connection for daily use. I have a Quicken file containing bank data from 2000 and the accounts are set to manual entry with no online download / file storage. These are settings with the Quicken SW updates can be downloaded and installed as separate files and do not need to be updated only from within the program. You may need an online connection initially to register Quicken, but after that you can work offline as long as you set the program preferences so online transactions / downloads aren’t automatically downloaded etc. I’d recommend you contact Quicken Support for more details on the upgrade process and potential issues about converting the data.

You could also try posting a question on the which seems to be quite responsive and knowledgeable. I hope this helps! Best wishes, -DL.

Hi Rob, Sorry to hear about the issues you faced. In my experience with Quicken the online brokerage passwords are unrelated to the password used for the Quicken data file, but passwords are certainly a confusing topic with Quicken as I mentioned in my review. Suggested there’s no inherent restriction with special characters other than those due to web protocols. I’ve not tried the phone support; I’ve always used chat and have always been able to get support that way.

I hope you have better experience with Mint. Best wishes, -DL.

Hello, I am still using Quicken Deluxe 2009. At one point after the 2009 version was “discontinued” I had actually proceeded with an upgrade.

I HATED the upgrade (can’t remember what year it was- maybe 2012?) because it didn’t offer the calendar view which would show running daily totals & bills due that day. A couple of reviews I’ve read online say that this is now an option again. Can you confirm? It would be GREAT to be able to upgrade and not have to enter everything from bank account manually!

I used to upgrade every year but stopped. I am tired of “new” features I never use, but the ones I need are still broken. You mentioned synchronizing accounts. This is my main need.

I download transactions all the time. I can get them after awhile (with the exception of Wells Fargo) through deactivating and reactivating accounts.

This has become so clunky and annoying. I am surprised as a user of the program you have not run into this (although I am using Quickbooks, not Quicken). I am seriously considering my next upgrade to a product not named Quicken – never thought that would happen. Hi BJ, Generally speaking I don’t have any synching issues with Quicken, although it all really depends on the set of banks accounts being used I suppose.

Probably once every two months or so I may get an error synchronizing with my Chase accounts, but it’s usually working again the next day. I once had to contact support a couple of years ago to fix a sync issue (I think it was with Chase) but they resolved that particular issue. I’ve not had to deactivate or reactivate any accounts so far in this version. Moneydance is another new competitor to Quicken so that might be worth trying out (if you prefer desktop apps over online). It’ll be interesting to see if Quicken’s new management improves things; but based on the last two releases of Quicken there hasn’t been many more features added and I agree that it’s frustrating to continually have to pay for cosmetic / under-the-hood improvements.

Thank you for your feedback and comments! Best wishes, -DL.

Thanks for your review. I’m a 2015 deluxe quicken user and am considering upgrading to Premiere 2017, I’m hoping that it has enhanced capacities to track investment allocations. With delux 2015, you can set targete allocations, but only for thier 6 or so catergories, leaving out, for instance, real estate, mid-cap, emerging, etc. Does this new version have more flexibility in regard to allocation categories?

Do yo uknow of another software or platform that both synchs and lets you create allocation categories? Does Wicken Premiere synch with morningstar, or would I still have to enter data maually to use morningstars xray? Hi Gary, I don’t think that anything has changed between 2015 to 2107 regarding asset allocation. There are still the same 6 categories (US bonds, intl bonds, large cap stocks, small cap stocks, intl stocks, other and cash) and each of your investments are associated based on data from valueline. You can override this and manually allocate an asset asset but only within those classes. I don’t know of another tool that allows custom categories – I suppose you could manually set everything in Quicken to 1 of the 7 defines but just give them your own interpretation e.g.

Large-cap stocks = us stocks etc. Some of the online tools such as Personal Capital will also calculate your allocation automatically but most allocations are typically calculated using a finance companies definition (valueline, Morningstar, etc). There’s no manual data entry needed for Morningstar’s x-ray in Premier.

You just refresh the x-ray and it calculates everything based on Morningstar’s data. The Morningstar x-ray report gives different info than the asset allocation report since it’s classified differently, although there’s more data in the x-ray report.

I Downloaded All My Financial Institutions Data Into Quicken 2016 2017

I hope this helps, best wishes, -DL. Thanks for the review. I have used Quicken since the 90’s and in general I have been satisfied. I am currently using Home & Business. Unlike some of your respondents I find the support much better than in the past. I am not happy about the new subscription service.

I Downloaded All My Financial Institutions Data Into Quicken 2016 2018

Since I typically upgrade every year years, the subscription will cost me about three times what I have paid in the past. I will wait 3 years and then probably try it out. What I most like about Quicken is that both my banking and my investing are all in one place. Not only can I see how my wealth changes over time but I can make better informed decisions about where to move assets.

This is not an option with other programs. Quicken also allows me to manage business and home finances in one location. Another plus is the large number of reports and the ability to customize those reports. Lastly, because of my legacy with the program, I have used it for managing personal, two small businesses and two estates, I am hesitant to try and move to anything else. Hi Jim, Thank you for the detailed comments. I’m pretty much the same as you – I haven’t joined onto the subscription service yet so I’ll be waiting a couple years before deciding on that. What’s very annoying though are the constant reminders to “upgrade”.

I’ve not had any particular issue with customer support either, although I’ve not had to use it for over a year now. Having said that, I do see download errors at least once a month with various accounts but they seem to clear up after a day or two.

I also like having the one place to get everything – the feature I use most is being able to see all investment prices on any given day. Thanks again for stopping! Best wishes, -DL.