Manage Personal Finances 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.

Revised March 7, 2024: I see a lot of comments from people that mobile data doesn't match the data on their computer. This also occurs for me maybe once or twice a year. It's clearly a data corruption on the cloud side. I can always fix it by resetting my cloud data or deleting the cloud file uploading transactions freshly. If it wasn't for this, I would give the five stars. I like traveling with my iPad and if I don't have my laptop with me, I'm out of luck at this happens.

Since I wrote my last review, I'm pleased that I can now access five years of historical data. I tend to find the Quicken website app offers more functionality than the iOS app. But, as a companion app, it's pretty useful. No replacement for the desktop app, but if I need to find a transaction, this can't be beat compared to checking all of my different accounts separately.

I do hope Quicken continues to work on stability.

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.