![]() Feeds data to TurboTax if you want (I don't). ![]() Why do you use it (best features, biggest advantages)? One place to track all income/expenditures/investments/credit card transactions. How advanced is it at tracking investments - for example, will it calculate total asset allocation from different brokerage accounts? It is not that great at identifying asset allocation in general.ĥ. If you don't care about downloading transactions, you never HAVE to upgrade, but you wouldn't want to wait 15 years either because a new version may no longer be able to read data from a version that old.Ĥ. How often do you need to upgrade to the latest version? Every three years you must upgrade IF you want to keep the ability to download transactions. Do you use Quicken and if so, which version (starter, deluxe, premier, home & business)? I use Premier, since it supports investment accounts well.ģ. ![]() I've been using it for close to 20 years.ġ.
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