Feedback on R64.25 Investment Account Changes – Disruptive, Misguided, and Deeply Frustrating

Dear Quicken Team,

I’m writing to express my sheer disgust and frustration with the recent changes introduced in version R64.25, specifically the overhaul of the investment account interface. What was once a clean, functional register has now been replaced with a cluttered, confusing mess of tiles and panels that I neither asked for nor wanted.

After reconnecting / reauthorizing my Fidelity accounts, when I updated and downloaded my investment data, Quicken inserted a slew of phantom transactions that completely distorted my account balance—off by over $40k. Let that sink in. Forty thousand dollars. Gone, according to Quicken. And for what? A misguided attempt at visual flair that sacrificed accuracy, usability, and trust.

There was no warning. No opt-out. No “would you like to try this new view?” Just a forced change that disrupted my workflow and made it harder to do the one thing Quicken is supposed to help with: track my finances reliably.

This wasn’t an enhancement—it was a regression. The new interface is non-intuitive, noisy, and frankly insulting to long-time users who rely on precision and clarity. If I want a portfolio overview, I know where to find it. Don’t shove it in my face every time I open an account. Give me the register. Give me control. And above all, give me the option to say no.

I urge you to reconsider this approach. Restore the ability to default to the classic register view. Stop inserting fake transactions. And for future updates, respect your users enough to offer opt-in choices—not forced redesigns that break trust and functionality.

Sincerely,