I have a buddy on Quicken Windows (whatever the equivalent is of Quicken Classic Premier on Mac)…. He's been a Quicken user off and on over the years, and as we were approaching retirement a few years ago, I encouraged him to give it a try again if for no other reason than just to track his various institutions and investments in one screen. Ive been a user since 1995.
It's never been a panacea for him, and lately he's had tons of issues with his 3 main investing institutions - at least two of which were impacted by the new connection method, but this didn't just start recently. So, he's done. I've tried talking him off the ledge. The institutions were not able to help and Quicken support - to the extent he's had the bandwidth and the patience to recreate his files and accounts multiple times, lost histories, etc. is completely exhausted. He's still got 6+ months, but 3-1/2 years in, he's over it and will just let it die - so this isn't about fixing his problems at this point.
Still - my Windows experience is limited the last 4 years and I don't want to give him wrong info, but I've been encouraging him to at least maintain some watch lists, keep his more static accounts intact in Quicken, and maybe create some faux accounts like I do just for testing investing ideas (faux positions, faux cash, buy & sell equities, etc.) to get performance data in the portfolio view…. The Main question is, after his subscription expires, does Quicken still update equity prices? Or is that connection killed off when the sub is no longer active?
