So I can't attest to the functionality of the automatic aspects of bringing in investment and/or financial information from investment companies/brokerages and banks/credit unions. My needs are rather basic with all my data in puts done manually. The bottom line is that I'm now using Quicken 2017 routinely with no problems so far. Import of old data was smooth and uneventful. This year, I upgraded to Quicken 2017 from Quicken 2007, for Mac. Every purchase/transaction that goes through our household is categorized. But I'm getting upon the learning curve quite quickly. I have been using Quicken on the Mac for self-employment taxes for 17 years or so - lots of deductions, categories to track expenses, etc. I'm still getting used to Quicken 2017 since there are many user interface differences from Quicken 2007. Quicken technical support guided me through the whole process and even gave me the Quicken 2015 update I needed at no cost. To successfully migrate my data, the update had to be done in two steps: first migrating from Quicken 2007 to Quicken 2015 and then from 2015 to 2017. Installation was a hassle, however, because I was updating from Quicken 2007. Considering that Quicken 2017 is not the newest release, I would have expected the price to be lower than what I paid.
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