Quicken Home and Business 2017 I purchased a new version of Quicken Home and Business 2017 because I was told my old Quicken 2009 would not work on Windows 10. My computer is one week old, it has Windows 10. Upgraded my Quicken Home & Business product from 2016 version. Looks like a significant number of improvements on both the business and personal offerings. Have already taken advantage of the some the changes made to both offerings- including the improved connection to my banks.
For anyone looking to buy this software who has data in Quicken 2016 format please make the following notes.
1. Quicken 2017 when installing says it makes a backup of your data. IT DOES NOT......MAKE YOUR OWN BACKUPS. All it does it converts your data to 2017 which causes multiple issues with one step update. (See 2)
2. One Step Update is flat out broken. When you first go to update it will tell you because the data was converted as a security measure they have removed the passwords. This wouldn't be a big problem except I have 20+ institutions for which I download data from so I guess I need to go find / reset all the passwords. Ok done now just input the passwords and........ wait it doesn't save the passwords in the vault. Are you kidding me Quicken? I contacted support and they told me it was a problem with my installed software (from the CD). After hours of troubleshooting with them and them telling me to do the same thing over and over again and expecting different results they told me to restore the backup so we could re-convert it. (Turns out this is where I found out there was no backup). Thus the support engineer asked me to restore one 15 days ago which overwrote my primary data file without asking me what name to write it to or confirming it before doing such an action. After losing 15 days of data and 3x escalations later I asked for someone who knew wtf they were doing. Lucky for me I use Amazon cloud drive and had a backup I could restore from there or I would have been screwed.
3. Stability of this software is just terrible. Things as simple as entering downloaded transactions shouldn't hard crash this software. As a test I ran the same data file with the same data download on 2016 vs 2017. The 2017 crashed 3x times before finally accepting the transactions and the 2016 although slow did take the transactions as it typically does. This is an extremely basic feature of this software and for this to be happening on both VM and physical hardware is just unacceptable.
4. Downloaded investment transactions can take minutes to enter per line - Back in 2012 Intuit (now Quicken stand alone company) changed the way investment transactions were downloading which caused massive delays when downloading hundreds of investment transactions and actually inputting them into the register. Although this has been a constant complaint for those of us with active investment transaction portfolios Quicken has never fixed this issue. However, this year they apparently decided to make this issue worse as now it is slower than ever putting these transactions into my investment register.
I know you've read 'if I could give it 0 stars I would' many times before. Let me start by saying if I could give this a negative 5 stars I would. I have been through the painful experience of updating Quicken every year for the last 18 years. Most of the time it is just simply a little annoyance here or there or they moved something for which I wasn't used to. This version is by far the absolute worst and honestly I can't believe it got through QA as simple tasks send you into programming loops.
Sadly I actually went back to 2016 and 2017 RC3 is just not stable or good enough for me to trust my 10's of thousands of financial transactions on.