I had been a user of Quicken since the late 1990’s. It worked well in a Windows environment and the tech support was great. Quicken assisted whenever there was a software issue preventing the importing of data from different financial institutions. I recently tried to convert to Quicken 2016 for Mac. I started with a clean database. The first challenge was my financial institution was listed but the data would not synchronize. After dealing with tech support from the bank,they pointed me to Quicken. Quicken tech support stated they could not assist me and I need to talk with the financial institution. The pointing of fingers started.
The financial institution tech support checked with the online banking vendor they use, stating, Quicken may work some times. The bank suggested to use a cvs file to download from the online banking site and then upload to Quicken. This did not work because, the software only accepts csv’s from mint.com, ugh!
Today, Quicken support states they are unable to assist me in the conversion of a csv file to be uploaded to their software, go to the bank and ask for their tech support. Again, blaming the bank for poor tech support. Each time I requested clarification if Quicken can assist me with a file conversion, the response was “ask for your bank tech support and not the banks customer service representative”. Bad business, bad software.
Very dissatisfied former Quicken user.