The product is capable of showing a very basic overview of a client's activity. Obviously you would have to remember to set these Reminders up in the Software itself initially, but once set-up this is very helpful going forward. I found that the financial planning tools are quite helpful and it is also helpful that the Quicken software can provide "Reminders" for certain transactions. You definitely need to be patient with this software. I have run this on a modern Intel Core i7 processor and it is still a dog. It is slow! Simple tasks like reconciling an account can be aggravating as the hourglass icon comes up way more often then it should for a simple task. It allows me to answer any question I have about my finances. It allows me to stay on top of my finances by downloading transactions from all my accounts into a single dashboard. While Quicken is an older piece of software and will probably never see a full rewrite to make it more modern, it is the only option for serious personal finance and it works well enough to get the job done. Quicken is a tool that will bring all of these accounts into a single dashboard and help you stay on top of all the changes.
All these accounts are necessary in today's world, however, keeping track of them all is a serious problem.
These days we all have multiple accounts: checking, savings, investing, real estate, retirement, etc.
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