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I usually face the prospect of a Quicken upgrade with fear and loathing. I have had some experiences where it has taken multiple revisions to work out bugs and other issues, so the prospect of this upgrade was not appealing. I usually wait to after tax season and then buy last year's upgrade for a 60% discount. By that time I am more confident that the usual bugs have been resolved even though it means I am on a two year renewal cycle.
This year I decided to upgrade to the most recent version for two reasons. I want the new owner to have a positive and profitable experience with Quicken because I, like so many here, have become dependent on Quicken. There really is no alternative for managing personal finances on a desk top. I hope that the new owner has a commitment to the product although the fact that they are a private venture firm causes some concern. I also saw the $44.95 Amazon price which puts the cost back into the realm that is affordable.
I HIGHLY recommend going to another review "1runr" entered on November 26, 2016 in the Premier edition reviews under 3 star section and follow his/her instructions. Previous upgrades have stumbled on password issues. I have found that over the years, removing the passwords before the upgrade, and then reinstalling them after the upgrade, has been necessary and contributes to a smoother experience.
I will add some additions and clarifications to his instructions. After the initial backup of your data and the completion of the file validation process with the necessary corrections, make a backup of the validated and corrected data file. I have been a Quicken user since about 1990 and my file size has over 200,000 items! After the first validation, I had to manually fix some 10-15 corrupted entries. Quicken fixed some other problems and reported the results to me. It took about 3 validations to have a perfectly clean file.
Quicken 2014, my previous version, did not allow me to enter a "blank" password for the Password Vault. Instead I reviewed the accounts to be sure I knew each of the account passwords for the "one step update" for each account. I then deleted all of the passwords by deleting the password vault. This DOES NOT delete the web linkage to the external accounts, it just deletes the passwords and they are easily reentered after the upgrade.
Instruction #6 may be confusing. For Quicken Deluxe, 2014, it should read "go to Edit/Preferences/Intuit ID... and make sure you can login – you will need the loginID and login password to upgrade to Q2017. Quicken calls this password your “Intuit/Quicken ID Password”." The Intuit ID works very well. I enabled 2 step authentication to the online account previously, so I know no one will get access to any of my data.
Interestingly, after the upgrade, I reran the validation test and about 30 previously unidentified corrupt or erroneous entries were reported. I will have to go back and check them, but they are from the early 2000's. Perhaps they are the result of earlier formatting that has subsequently been modified through serial upgrades. I hope they will be easily rectified but I skipped over them over for the time being to test the functionality of the new product.
Many of us are really very long time users of Quicken and we like the centrality and control over finances that Quicken, as a desktop application, offers. I hope the new owners appreciate how really loyal their customers are, and will be, even if the customer is displeased with the upgrade experience. Before the web connect functionality, the ability to organize and centralize banking activities, and print checks seemed miraculous. However most Quicken users now have graduated and value the portfolio update function, the automatic web connect download and the reconcile function. I have used some of the web enabled download and reconcile features for credit card accounts and a few bank accounts, but will, as of next year, implement this function on all bank accounts and brokerage accounts since it has worked so seamlessly and accurately for a number of years. Quicken allows for almost total automation of common financial activities. Only your idiosyncratic uses will require manual input. What a time saver both for regular oversight of your finances and year end tax reporting! Historically, I have not, and probably will not use the mobile component so I can't comment on it.
I was happy to see, after the upgrade, that all of the functionality that I was able to quickly test, was totally intact, including reports, quote update function, and the web connect and download features. I had to change the display to one line view and compact view to emulate the look and feel of the way I had Quicken 2014 set up, but that was a minor adjustment. On the plus side, the slightly smaller font allowed more columns to be displayed in the investing/portfolio window. I must admit I do not like the absence of color in the toolbar and the muted colors for the remainder of the graphs and displays will take some getting use to. I also noted that the display definitely was slow with poor refresh when the window resized. However, I usually fix the window size and do not need to adjust it, so I don't think this will have a significant impact on my use.
My guess is that some of the disgruntled users may have had some difficulty with the upgrade because they have corrupted files, or they have failed to remove the passwords to the program file and the Quicken vault. I remember problems with previous upgrading and discovered that the problem was caused by the failure to remove the passwords. However, following "1runr" from November 26, 2016's instructions worked seamlessly for me. And, it gives you a chance to clean up the corruption in your files you may not have even known existed, especially if you are a really long time user of Quicken and have gone through multiple upgrades.
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- Quicken Classic Deluxe for New Subscribers| 1 Year [PC/Mac Online Code]Quicken, Inc.Windows 8.1 / 8 / 10 / 11, Mac OS Monterey 12
From the manufacturer
What’s New for Quicken Deluxe 2017?
- Get more power on the go with our improved mobile app, now with investment tracking, offline use and enhanced search*
- Enjoy a new look that's easier to use and navigate
Import all your bank transactions safely and automatically
- No need to jot it all down or save receipts*
- Includes transactions from all your different financial institutions
See where your money is going and stay on top of spending
- Categorizes all your transactions automatically so you can see them in one place
- Know how much you’re spending without having to add it all up
- Create a budget you can live with based on your past spending
- See your upcoming bills and balances due, then pay them directly from Quicken3
- Know how much you have left to spend after you pay your bills
Plan for the future you have in mind
- Create a plan to pay off your debt, save for college or make a down payment.
- See how much you’ll need to save to reach your retirement goals.
Manage your money whenever, wherever with our mobile app
- Our mobile app is available for iPhone, iPad, and Android*
- Check your budget, account balances, and investments.
Quicken Starter Edition 2017
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Quicken Deluxe 2017
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Quicken Premier 2017
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| Customer Reviews |
155
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799
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288
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| Shows your bank & credit accounts together in one place* | ✓ | ✓ | ✓ |
| Securely imports your bank transactions until April 2020* | ✓ | ✓ | ✓ |
| Categorizes expenses so you can see where your money goes | ✓ | ✓ | ✓ |
| Guides you through creating a custom budget | ✓ | ✓ | ✓ |
| Syncs with Quicken mobile companion app for iPhone, iPad & Android* | ✓ | ✓ | ✓ |
| Also shows loan, investment & retirement accounts* | no data | ✓ | ✓ |
| Creates a custom plan to reduce debt | no data | ✓ | ✓ |
| Creates savings goals for college, a house or a big purchase | no data | ✓ | ✓ |
| Portfolio X-Ray analyzes all your holdings to improve your portfolio* | no data | no data | ✓ |
| Helps you make better buy/sell decisions with market comparisons* | no data | no data | ✓ |
Fool me once...
Why in heavens name did I purchase this upgrade? Every single time I upgrade to a new version it just makes me mad. It never gets better. It gets worse. This version they once again decided to update the user-interface. I can no longer see all my accounts on the same screen. I have to keep scrolling around. Way to go. Much harder to use. Ditto on reports. They take up too much of the screen vertically now. I tried to add Paypal accounts. I can log into those accounts on the website but this program can't seem to accomplish it with the same credentials. I added my 529 accounts. None of the account balances match the balances shown by the 529 custodian. Also, Quicken added 24 accounts. Only 4 mean anything. Instead of giving me the option to select which ones I wanted to add, it added all of them. Now I have to go through the two-stage process of deleting each one I don't want. Great. Several of my accounts have balances displayed that do not match the financial institutions. How do I fix that? I also don't see any obvious upgrades to the product over 2016 except the substandard UI re-skin. The fonts even fail in spacing and the letters overlap. The saving grace to an upgrade without much change is that it didn't break as much that I depend as the last time I upgraded. How can I go back to the old version and get my money back?
Top reviews from the United States
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- Reviewed in the United States on November 29, 2016
- Reviewed in the United States on May 2, 2017
