A little background:
I purchased Quicken 2016 for Mac to consolidate and monitor my portfolio. Keeping track of other accounts (checking/savings) was considered a bonus, but not my main priority. I have previously used (actually still use) free applications like Personal Capital for this same purpose, and did so without any issues. In a nutshell, I wanted a quick, concise, user-friendly program to assist my financial goals.
What I found:
Immediately after downloading Quicken 2016 for Mac, I knew the purchase was a mistake… Upon set-up, I followed the user directions and linked my accounts. It was very clear that my financial information was incorrect and transactions were not being recorded properly. I thought, “Perhaps I should manually enter numerical data and all will be well”. **(Wrong)** If anything, the issues worsened. Last, I tried to remove and redownload my accounts - still no resolve.
Bottom Line:
Overall, I am highly disappointed in my purchase. I would be better off having my infant son (and/or my cocker-spaniel) track my finances. Regardless of errors, the account and portfolio overviews are elementary at best, giving little to no useful information. You may find free apps to be more helpful and accurate. I plan to seek reimsbursement (my hopes aren’t too high) and openly voice my displeasure with this product.