I had to manually re-reconcile all affected accounts with online or printed statements from financial institutions. So not only deleting a wanted transaction, but it happened so fast you couldn't see which was being deleted. Then I would highlight a transaction, go to delete it, and the highlight would jump to a different, random transaction, just as it was deleting. Then the menu would have the option to delete greyed out for whatever reason, randomly. The 2017 version, as typical, duplicated transactions on the conversion. And there's th erefore little incentive for them to work hard to fix the problems. Problem is, you start using Quicken, get all your financial data loaded in, and then you're stuck with them, because it's more cumbersome to switch vendors than to slog through their mediocre product. None of this is news to anyone familiar with Quicken by the way. So I figured while I was choking on this issue, may as well upgrade to the current in case there were other problems when I upgraded, which there were. That one I replaced because it was unable to recognize that financial institutions might have passwords longer than 11 characters! Required a cumbersome and unclear workaround guided by the financial institution making best effort to help its customer overcome the poorly engineered software. This is for me the replacement to my 2014 Deluxe. 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.Buggy, typical offshore support long hold, cost more in wasted time than saved 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.

Quicken for mac 2017