The software is excellent! I had a minor issue converting to a QIF file (Quicken) but after a few email exchanges with customer support the problem was resolved. Probably the best customer support I've ever experienced from a software company. Now that Quicken has discontinued downloads from financial institutions (for anything but their subscription service), the CSV2QIF conversion utility is a perfect fix and allows me to download data and import directly into Quicken.
Thank you for your review, John