The application itself is OK. I've been using it since the days of the dot matrix printer, and frankly, it was easier to operate back in those days, possibly because it was less complex. Fast forward 30 years or so and here we are. It works. What can I say? I haven't fully integrated my stock/equities account or my retirement accounts, though I can't tell you why. I supposed because i don't want everything tracked in one place. I keep a separate spreadsheet on paper and that's it, for investments at a glance. One thing that I would really appreciate: when you tell me it's time to my annual upgrade or whatever it is, as just happened, it would be very helpful to show the date and the amount of the previous upgrade. It seems it just comes around too often to be called an "annual fee," and so I find myself wondering, each time, if I'm being bamboozled. The two-line review would allay that feeling. Thanks for listening!

Betsy Martens
(Elizabeth Martens)