I've been using Quicken H&B for years. I didn't think my needs were too crazy, but looking for a replacement, I've had little luck. I can't believe this clunky garbage is still the only one.
Transaction reconciliation - I categorize my transactions. Sometimes different than their category.
Transfers between bank accounts
Split transfers
Mortgage payments (part of transaction reconciliation)
Retirement account balances. (not a requirement, just nice)
year end summary
Manual accounts (not tied to a Bank)
Submitted February 19, 2019 at 10:50AM by NotTobyFromHR http://bit.ly/2SM4Wwz
