Check your budget, account balances, and investments Our mobile app is available for iPhone, iPad, and Android Manage your money whenever, wherever with our mobile app* Track cost basis, see realized and unrealized gains, and calculate capital gain to make tax time easier Continuously updates quotes to keep your portfolio value current See how your investments are performing against the market Includes transactions from all your different accounts No need to jot it all down or save receipts Import all your bank transactions safely and automatically* Get our more powerful mobile app, now with investment tracking, offline use & enhanced search* Enjoy a new look that's easier to use and navigate Now includes Quicken Bill Pay* service for small, regional banks (fees apply) Compare your income and spending year over year with custom reports See your portfolio performance, make informed buy/sell decisions, and find funds that fit your goals* Automatically categorizes your spending so you can see where your money is going Import all your bank transactions safely & automatically* Save for a house, your kid's education or just pay off debt. Take the next step toward your financial goals. Whether paying bills, 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 2017 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.

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