I’ve had trouble downloading. When, 5/3 bank changed their web page, it took Quicken 4 months to provide a way to get there. It assumes that every expenditure to a certain place is the same category. It often chooses for me—wrong. (For example, It see’s Baptist/Milestone and assumes it’s a charity every month) I have different accounts on different versions, but don’t know how to get them all together. Some are on 15, some on 16-17. I’m afraid to mess with they latest. (Maybe my computer is too old!! MacBook Pro late 2011….I’d spring for a new one if I weren’t moving shortly. One thing at a time…… I just got a new printer/copier/scanner & am actually wondering if I have enough memory to install it.
I”m not using it for tax categories only. I have many categories of my own. A lot of the information is for my personal information, as in Where am I over-spending? What am I neglecting? Maybe the problem is my own ignorance of what is exepected. For example, I have a Health category which includes medical bills & insurance, but also everything I spend connected to it, such as the gym. (Hearing aid batteries & burglar alarm are utillities.) As you can see, I have no financial background! Suzanne
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