"14. Which FIs did you switch to for the Mac version of Quicken?"
Both Charles Schwab and Etrade are brokerages that support auto updating in Quicken. I switched to BECU for my banking. https://www.becu.org/
Apparently Intuit charges FIs separately for supporting WinQuicken and MacQuicken so many FIs opt to not support the Mac. Since I moved my accounts to FIs that support auto updating on the Mac I've been much happier with the Mac version of Quicken.
Mac Personal Finance Software = Disappointment
Mac Personal Finance Software = Disappointment