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Knowing your net worth over time helps you evaluate your current financial health and plan your financial future. A cash flow graph shows how your upcoming bills and income affect your balance to help avoid overspending or late fees. Get valuable reports to help you make better financial decisions - Get or customize reports that help you understand different aspects of your finances.Track cost basis, see realized and unrealized gains, and calculate capital gains, and more to make tax time easier.

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We continuously update quotes to keep your portfolio value current.

Manage your investments and plan for taxes - See how your investments are performing.

Take pictures of receipts to track key purchases.

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Free mobile app syncs data from your computer to your iPhone, iPad, and Android device.

Make smart money decisions on the go - Check your account balances and budget on the go.

Customize your plan, and track your progress. Automatically create a budget based on your past spending.

Plan and stay on a budget - Makes budgeting and sticking to a budget painless.

Look at your future bill and income reminders to understand the impact on your account balance.

Get a handy calendar view of your spending - See your transactions at a glance.

See the impact of upcoming paychecks and bills on your account balance to avoid overdrafts or slipping below minimum balance requirements. Get helpful reminders and alerts so that you can make your payments on time.

Stay on top of bills and spending - Schedule reminders for upcoming paychecks, bills and payments to help avoid late fees.

Plus, all the features you expect from Quicken-categories, splits, tags, attachments, check printing and more.

Easily manage your accounts and transactions - The completely redesigned account register makes it easier than ever to manage your transactions-super fast search and filtering options, customizable columns and row height, and a great new look.

Easily see where you're spending and where you can save.

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Automatically download transactions from over 14,500 financial institutions. Say 'goodbye' to multiple sites, passwords and statements.

See all your accounts in one place - Get a single comprehensive view of your bank, credit, card, investment and retirement accounts.

Reach us online via our 24-hour live chat support.

Phone support available Monday to Friday 5 a.m.

We'll help every step of the way: we'll help you get started, upgrade, or set up new features.

User must enable transaction download with the associated bank account.

Transfer funds from your savings account to your checking account.

Ability to transfer money between different accounts within your bank:.

Send your Quicken data to your accountant, financial planner, or other non-Quicken users.

Enables you to analyze and graph data in Excel, Numbers, or your favorite spreadsheet app.

Export these reports with a single click.

Export Category Summary and Tax Summary reports to a CSV file:.

Easily import data from Quicken Mac 2015, Quicken Mac 2007, and Quicken Essentials with just one click.

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Do it all right from your Mac (no Windows required).

Convert from Quicken Windows to Quicken Mac in one click (excludes version from Mac App Store).

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Single-click upgrade from Quicken Windows to Quicken Mac:.

Easily pay your bills on time from right within Quicken.

See what bills have been paid, are coming up, or past due.

See and track them all in one place so that you never miss a bill.

Pay your bills from right within Quicken:.

Whether paying bills, upgrading from Windows, enjoying more reliable downloads, or getting expert product help, Quicken's new and improved features will help you save time and get better control of your money. 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.Quicken makes managing your money easier than ever. 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. 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. Considering that Quicken 2017 is not the newest release, I would have expected the price to be lower than what I paid.