Review by Thomas NYC

Not ready yet. I like the look and quick downloading of transactions, but some basic functionality is missing. For example: Quicken 2016 decided that my checking account was a brokerage account (probably based on the financial institution) … and there’s no way for me to change that. Why not? How could they miss a simply option of editing the account type? I get a dozen options (like 401K), but can’t change it to checking. As a result, I get useless options (buy/sell stocks) and miss critical ones (like transferring money). I still use ACE Money, which has great functionality but looks like it’s from the 1908s. But at least I can decide whether an account is checking or brokerage … so I’m returning Quicken for a refund.