
During the installation process I declined all the "cloud" options. I stared my installation process around 5:40 PM after backing up my existing Quicken file twice (I told you I am old school!). As usual Amazon pleasantly surprised me and delivered the disk today evening. After reading so many bad reviews, I wanted the software on the 11th (Saturday) which I thought will give me a solid three days to install and trouble shoot. Amazon told me that the expected delivery date was October is 15th which was a big bummer for me. I placed my order on October 8th for the PC Disk version and chose Free shipping (I never want to pay for shipping). Typically I would try to buy from a box store so that I can get my hands on the software right away and should I decide to return it is always easy (if within return policy).

As Chase Freedom card gives 5% cashback for Amazon purchases, I decided to buy this from Amazon (as opposed to Costco which has the same price). I am not sure how this works when you download and I just want to play safe. Something in the back of my mind kept telling me that it is safe to buy and keep the disk if I need to install it into another computer, should I decide to upgrade my laptop in the next few years. Being the old school guy I am, I decided to buy the PC Disk version. Once I saw the price drop to 69.99 I decided to pull the plug. Now I have more incentive to suck up and upgrade. One of the main reason is that I get three years of online updates (updating transactions directly from Quicken). After reading the reviews of Quicken for the past three years I resisted upgrading.

But I cannot find ANY software that I can install in the safety of my LOCAL DISK that can help me with both personal finance and investment management.Ĭoming to the upgrade, after 2012, I kept getting emails from Quicken for the past three years prodding me to upgrade, last year they even sent me a 50% discount coupon.

Can the software be better? Absolutely! I have an long list of enhancement requests myself. Bottom line till today I do not see any piece of comprehensive software that can cover both personal finance and investment that is better than Quicken. I used Mint for a while for personal finance and bought an Investment Manager recommended by AAII of all people and that piece of software was a total waste of money. In the past I have done exhaustive research to find the right tool that is a single stop shop for both managing my personal finance and my investments. In 2011 fall October I got my first quicken 2012 premier. I recommend the PC Disk as my experience in using it was smooth.ġ. MY REVIEW (in Amazon) as I upgraded today.įirst some background to alleviate any concerns on the legitimacy of my review.ĭisclaimer: I bought the PC disk version.
