Review by Michael Gallagher

I’ve been using Quicken for over 15 years, and I am always apprehensive when it comes time to update to a newer version. If you have never used Quicken before, I would rate this a 5 star; if you are an experienced user doing an upgrade, I would rate this a 3 as there really is not any new functionality or, if there is, I can’t see it for the tasks I perform with Quicken.

I made a backup of my existing file, and proceeded to install. Installation went without a hitch, and I didn’t even need the backup as this installation recognized my file and took over from there with the conversion process: the conversion took some time to complete, so if you are doing an upgrade go find something to do around the house vs. sitting there staring at your computer.

For the new user, this is one heck of a bookkeeping package. I highly recommend setting up the interface with your banks, investment accounts, etc. and have it automatically download to your software. Assign the categories, and after you get a good three months or so worth of data you can start seeing the results.

New users - absolutely buy this now. Existing users, wait until the last possible minute before you have the required upgrade.