Review by Arthur D. Castelli Jr.

I only wanted to use Quicken to track my investments. Ive used Quicken on and off for years and it has become too buggy to use for everything.nThe advertisements are also too annoying. By only using it for investments, I only have to use it once a month. I have tried other software and unfortunately they are even worse. So, I’m stuck with Quicken or Excel. I have too many transactions for excel.

I used it with Fidelity and Etrade. It has always worked fine with Fidelity. There has been an issue for years with Etrade. Dividend reinvesment transactions on ETrade are out to 6 decimal places for number of shares. The Quicken import only goes out to 3 decimal places. This always causes an out of balance condition and Quicken tries to make me enter a placeholder transaction to fix the out of balance condition.

I’ve contacted Quicken many times over this, for no help. I finally did a download from Etrade in quicken format and looked at the file. Etrade is actually the problem, only sending the transactions to 3 decimal places. Obviously, this is a process that was never thoroughly tested by Quicken or Etrade. I contacted Etrade, who will not admit it’s a bug and classified as an enhancement request. Bottom line, if your using it for investments with Etrade, it will be annoying to use. If your using it with Fidelity, it works well, including dividend reinvestments, which Fidelity does out to 5 decimal places.