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. Get 2 free months of Quicken Starter Edition 2020 with best price promotions. My needs are rather basic with all my data in puts done manually. New subscribers save 10 off Quicken Deluxe Subscriber with discount coupon code. The bottom line is that I'm now using Quicken 2017 routinely with no problems so far. thecreator - User of Quicken Subscription R38.29 USA & Quicken 2017 HBRP R20.6 USA Windows 10 Pro 32-Bit Build 19044.1526 Windows 11 Pro 64-Bit Build 22000. QUlCKEN Home And Business 2017 for Windows - Permanent- No Subscription needed. But I'm getting upon the learning curve quite quickly. 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.
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