After years of inconsistent connections, it's now able to consistently connect to most financial institutions to update activity and detailed investment brokerage transactions. Reconciling your accounts is very easy if you can maintain a consistent electronic connection with the financial institutions housing your accounts. Good syncing to the cloud using a relatively useful mobile app (mine is an Android phone). Plays nice with Microsoft's OneDrive, as a means of backing up your data. Manages to perform well even if your database includes decades of financial history. Most features operate intuitively and, when you have a question about something, there's a good community of fellow users to help with support. Good reporting capabilities, including the ability to create and update custom reports and to export their results to Excel. Good ability to create custom invoices and to manage client accounts and track client-based projects if yours is a small business. Good integration to a couple of other financial products offered by Quicken. Review collected by and hosted on G2.com.

Annual subscription isn't cheap and discounts are not great and hard to come by. No particular loyalty discount for longtime users. Customer service can be slow and their advice is sometimes wrong (the user community can often provide a better solution). After so many years, it's sometimes surprising to see what kinds of transactions it mishandles (e.g., buy/sell of money market instruments and their use during cash sweeps within brokerage accounts). Sometimes poor separation of corporate assets from some kinds of reporting; be careful to set up expense and income categories to separate business and personal activities. It's not possible to share access with multiple users operating on separate PCs. Review collected by and hosted on G2.com.