Quicken Classic: Companion App

I have had quicken for years and when the app first came out it was really useless. I had to do everything on my desktop. I have had the app on my phone but haven’t used it in a couple of years. About a month ago I synced it with my account and noticed it would download my new transactions directly from my accounts to the app everytime I opened it. I was interested. I updated some catagories on the new transactions and also cleared some overdue reminders. To get these changes to sync I just open quicken on my pc and sync with mobile app and everything is there and updated. I no longer have to download the transactions from my bank on my pc. This helps me a lot because I’m always on my phone and I can update transactions using the app instead of having to spend more time on my pc. Sometimes in the past I would go over a month before opening the pc and I would have tons of transactions to catagorize. Now when I open the pc quicken I just sync and it’s all done. The only reason I gave only 4 stars is I would like the balance forecast on the app. I don’t open the pc version much anymore. Much improved over old versions.

Problem with viewing Quicken Mobile in landscape mode on iPad quickly fixed by very responsive developer. Just updated to version 5.20.0 and noticed that I can no longer view Quicken in landscape mode on my iPad. In the past I have been critical of Quicken on my iMac and the mobile apps for my iPhone and iPad. I was a bit miffed when Quicken went to a subscription service but I have to say that Quicken is now much improved on all of my devices and is very helpful with planning and managing my checking accounts and other finances. I don’t have complex finances, gratefully, and the current state of Quicken is meeting my needs. A while back I had an ID/Password issue that I could not resolve on my own. A call to Support had me back in business after an hour on the phone. The rep was excellent. So, let’s hope they don’t keep “refining” Quicken to the point where they mess it up.

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1) Since I downloaded the latest update about 2 weeks ago, now my app opens, flashes the account list & immediately minimizes. Double-click, choose the app from the open apps, same thing happens. Can’t use it. Left my previous review here (from 2016). I really need to find a better alternative. Add that I’ve just gotten off the phone with support about a syncing issue. List 2 months of data thanks to the (not) knowledgeable rep. Not a happy camper. 2) previous review...Agree with the other reviewer that everything is harder to read. But here's the kicker, when on my iphone, I try to add a note to a transaction and the keyboard pops up and covers the note field you ate typing in! I move it up above the keyboard to verify and then when I go to type, it disappears behind the keyboard again! It gets better, click 'Done' on the keyboard which on every other app makes the keyboard go away & here it adds a carriage return! Frankly, I don't think Quicken has an A-team. Support is terrible; design/programming is bad and testing apparently is not important! Who doesn't completely test adding a new transaction?? It's the basic functionality of the app! Sheesh.

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What I was hoping when purchasing quicken was that my wife and I would be able to easily keep track of our income and monthly bills. The goal was to set up the desktop software, then use the app to be able to quickly glance at how much we have currently, and quickly view upcoming schedules bills and income so if we are out shopping, we can easily determine how much we have available to spend. Since the desktop version can be not accessed on more than 1 machine, it makes the app vital to being able to use this as a household budgeting and finance tool, but it essentially just spits out some basic data, but doesn’t give any useful information such as a future calendar or list of future scheduled transactions and balances like you can get on the desktop version. The lack of this feature makes the app basically useless. Hopefully Quicken adds some new functionality and usage ability to the app in the future. I’m currently looking for alternatives that will allow me to access my data everywhere rather than a single computer and in a useless app.

Making almost all the quicken fields searchable Is a huge improvement. I also like that I can now restrict searches to a specific account. In previous versions, a search within an account would bring up results from all accounts. I think quicken could make it a little more obvious on how to Search all transactions. I stumbled on it when I pressed "recent transactions." The addition of reminders is welcome. I would like to see a longer history. I realize that takes up storage space but storage is pretty cheap these days. Right now it seems to be limited to around 2 1/2 years whereas I think five years would be far more useful. And if there was anyway to sync some reports so I could run them from my iPad, that would sure be great as well. But, as it is now, it's a lot more useful for me than the app has been in the past