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. My needs are rather basic with all my data in puts done manually. Please reference the dates next to each task as this information is time sensitive. As OCCU completes its online banking system conversion, you will need to modify your Quicken settings to ensure the smooth transition of your data. The bottom line is that I'm now using Quicken 2017 routinely with no problems so far. Quicken for Mac 2015-2017 Conversion Instructions Web Connect.
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. To ensure a smooth transition of your data, you will need to modify your Quicken settings. If you had linked Quicken to your United Nations FCU Internet Banking, you now need to link it to your accounts and transactions in United Nations FCU Digital Banking. Quicken technical support guided me through the whole process and even gave me the Quicken 2015 update I needed at no cost. Quicken for Mac 2015-2017 Conversion Instructions WEB CONNECT Quicken for Digital Banking. 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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