Review by Clevelander83

This was my first time using Quicken. I mainly use it to track spending in my checking account, as well as my retirement accounts. It does have the capability for tracking investments, mortgages, etc., but I was mainly looking for a way to track my spending.

It was easy to install and for the most part, is intuitive to use. I use a password to update my accounts which only takes about a minute or so to do. Initial imports required a lot of manual categorizing, but Quicken adjusts to how you want things categorized and all following imports required little manipulation. Of course, sometimes I have to go back and re-categorize transactions, but it doesn’t take up too much time.

To me, the spending reports are invaluable. I can see exactly where my money goes - last month, last 3 months, etc. It’s a great way to start some budget planning and beats tracking expenses manually. Like I said, there is a slew of other capabilities, but for me, even using it for my limited purpose is worth while.