Here are the most important points:
- colors and motifs are different - basic functionality is the same - nothing revolutionary
- monthly money in, out and what's left over are right there - in your face
- enhanced download functionality is allegedly there, but I haven't tried using it - includes support for new multi-factor systems (systems that ask for more info than just your user id and password)
- quicken is excessively obnoxious in its push for add-on sales. premium services you have to pay for such as: quicken bill pay (unnecessary for many of the institutions they recommend it - as most of the banks offer free bill pay via quicken already), quicken on-line backup, turbotax, etc.... They should really tone it down.
- better looking quick reports and reports access
- ability to use quicken while it downloads data
- The analysis tabs for different types of accounts (cash flow, investment) seem a bit better and clearer
Those are my most immediate reactions.
The conversion of my existing datafiles went smoothly and without much problem.
I'm interested at looking at the following features in the future:
- networth reporting
- budgetary reporting (first glimpse seems better)
- analysis: retirement planning
- exploring the one click update options - especially for institutions that don't download directly into quicken
- cash flow planning functions
- investment reporting - see how I can clean up the ugly placeholders that destroy quickens ability to produce accurate financial reports
Problems still there:
My year to date budget report included transfers to savings accounts as expenses, which screwed up the bugdetting report; i.e. my budget wasn't -$50k if you figured I save $60k.
More detailed reviews to come later.