Setting up a connection with the bank was extremely easy, as it is almost holding your hand through the process.
The flexibility available in report generation is virtually unparalleled, being able to manipulate a report AFTER it has been generated, changing sort orders, how to total or subtotal, change the date range, and much, much, more! So much more than being able to adjust a margin or orientation before sending your report to the printer.
And all the "auto fill" features really simplifies repeat entrees. Simple to Complex, it covers it all - I found the Register to work just like your standard checkbook register, with easy editing of any field. In my experience I don't find them justified. I'm still confused by the low customer ratings. I love this new software and would recommend to anyone getting started in organizing their personal finances, or if they just want a newer version of Quicken.
The ONLY thing I don't like, is in the register, when you are clearing an item (I do it manually-just a personal preference of mine), you have to actually move the pointer around to click a specific circle rather than just click the box until a "c" shows up, but that truly is just a minor issue. This graph has a drop options to change the time frame, accts, and spending vs. The biggest pro for me in this new software is when you first bring up Quicken, it will automatically bring up a transaction graph & breakdown of your spending for the last 30 days. It's not vastly different, but there are some obvious visual updates, which I personally like. If you have been a satisfied Quicken user, then I would HIGHLY recommend the upgrade. Now mind you, I have been a Quicken Basic user for years, and I am a really big fan, but I can't quite understand why people DON'T like this product.
But then my computer crashed & when I went to reinstall my 2007 Quicken, I found the disk had been scratched & wouldn't load, so I really no longer had a choice but to upgrade. I had been debating updating my Quicken 2007 Basic to a newer version of Quicken, but had been hesitant because the reviews were not always fabulous.
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