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.

If you’re using Quicken Mac, the sync process and mobile app works OK. Nothing spectacular, and a few quirks. I have multiple securities I have to update prices manually. I enter those prices into the Portfolio window on my Mac. Easy peasy, right? Well, those prices never sync to the mobile app, which means it never updates the actual investment amounts for those accounts. Yes, I resync. Yes, I’ve reset the cloud account. The “workaround” is to clumsily access the Securities window, edit each security price without entering anything and press OK. Repeat for every security you enter manual prices. I did say clumsy, didn’t I? If you’re using Quicken Windows, don’t use this app. I find it hard to believe that almost 10 years later Quicken Inc hasn’t figured out how to sync data between platforms without messing up your desktop data. The latest now is changing Scheduled Bills from Auto Enter to manual enter. Bimonthly reminders get changed to monthly. Paycheck splits get deleted all the way back to the beginning. Opening balances get changed. Reconciled transactions mysteriously disappear…and all those sync back to the desktop data and you now have a complete mess. This company has beyond a doubt the worst (or dumbest) programmers ever. They fix one thing, break five more. It’s like whack a mole of personal finance software. The mobile app is really unusable for Windows users…and barely usable for Mac users. Can not recommend.

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.