Mobile Financial Management 4+

I have had quicken for years and when the app first came out it was really useless. I had to do everything on my desktop. I have had the app on my phone but haven’t used it in a couple of years. About a month ago I synced it with my account and noticed it would download my new transactions directly from my accounts to the app everytime I opened it. I was interested. I updated some catagories on the new transactions and also cleared some overdue reminders. To get these changes to sync I just open quicken on my pc and sync with mobile app and everything is there and updated. I no longer have to download the transactions from my bank on my pc. This helps me a lot because I’m always on my phone and I can update transactions using the app instead of having to spend more time on my pc. Sometimes in the past I would go over a month before opening the pc and I would have tons of transactions to catagorize. Now when I open the pc quicken I just sync and it’s all done. The only reason I gave only 4 stars is I would like the balance forecast on the app. I don’t open the pc version much anymore. Much improved over old versions.

Problem with viewing Quicken Mobile in landscape mode on iPad quickly fixed by very responsive developer.

Just updated to version 5.20.0 and noticed that I can no longer view Quicken in landscape mode on my iPad.

In the past I have been critical of Quicken on my iMac and the mobile apps for my iPhone and iPad. I was a bit miffed when Quicken went to a subscription service but I have to say that Quicken is now much improved on all of my devices and is very helpful with planning and managing my checking accounts and other finances. I don’t have complex finances, gratefully, and the current state of Quicken is meeting my needs. A while back I had an ID/Password issue that I could not resolve on my own. A call to Support had me back in business after an hour on the phone. The rep was excellent. So, let’s hope they don’t keep “refining” Quicken to the point where they mess it up.

I used quicken 2008 for many years and was very happy with it. I bought quicken 2012 but immediately uninstalled it and went back to using 2008. This year I bought quicken 2017 because my laptop is aging out and I will need to replace it. I regret every moment when using quicken 2017. When I sync I find it is duplicating transactions. Today it actually duplicated every transaction on a credit card onto another credit card so I am trying to delete them and get them to balance with the estatements. Now we are in 2023. I’m still using quicken over a lot of other finance programs out there. Syncing has greatly improved so I give that four stars. The program itself seems okay but is giving me a problem with auto entries. I have automatic withdrawals at my bank set up as auto payments in quicken. I also have our social security and pension as auto entries in quicken but they don’t stay that way. Quicken changes them back to manual entries all the time. HATE THAT. I looked in help and it gave me some song and dance about only having so many auto entries. WHY??? So that rates one star. And now that I have to rebuy the subscription every year, your IT team should resolve that issue. Then you will get a better rating.