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out of 5 starsThank you, Sweet Jesus! Finally a financial package for the Mac

Reviewed in the United States on October 13,

EDIT: I have spent literally hours on hold and with tech support trying to figure out why this piece of software gives an error that it can not connect to the bank. It doesn't even tell me which bank! Because I have several different financial institutions set up when it fails it just fails. I have reconnected to every institution and uninstalled and reinstalled the program, shared my screen with tech support and put them in touch with the Quicken person for my primary bank. Once it started working again for no good reason, but has now quit again. In addition to having to give them all of my data that they keep in the cloud somewhere I have now had enough and am going back to Moneydance. It is ugly, but it never, NEVER, had these kinds of problems.

ORIGINAL REVIEW: Thank you, Sweet Jesus! Finally a financial package for the Mac that isn't developed in someone's garage in Ethiopia.

Fortuitously, I happened to search for Mac financial software on the day that Quicken for Mac was released. Seeing that it had all of the features I needed (primarily Bill Pay) I downloaded from Amazon and within minutes was underway. I will describe my findings from installation onward below.

Download was very fast, maybe a minute. Installation was like always on a Mac, click the dmg file and drag the Quicken icon to the Applications folder, then authenticate. I had already exported a QIF file from MoneyDance to my desktop and selected that to import 13 years worth of transactions. This did take several, maybe 5, minutes, but it also did some investment accounts. It seems that Quicken has anticipated people switching back from other software as their help section mentions known problems in importing QIFs from MoneyDance and Banktivity. I did not have the problems described.

Next I went about connecting all of my accounts online, which was mostly seamless. I _think_ that Quicken has remedied the problems I had with MoneyDance fudging up my Fidelity accounts to the point that I gave up trying to use them at all, though I will have to delve deeper and report back. The SunTrust connection was wonderful (except for Bill Pay, described later) in that ALL accounts were downloaded and setup automatically, including a trust, mortgage, credit card, and kids' savings accounts. I did have to do a little back and forth to name the accounts something friendlier than the account numbers, but that was not unexpected or difficult. The only problem I had was really with SunTrust, not Quicken, in how I setup Bill Pay. SunTrust has two separate logins, one for the web with bill pay and one for PC Banking with Bill Pay. I did not remember this from MoneyDance setup years ago and used my web login. The great thing about this is that I discovered that Quicken has telephone support. Real, live, English speaking natives who answered my call! I ended up asking support several questions, two of which became bug reports, one was resolved, and the Bill Pay problem that was eventually solved by SunTrust from a second phone on the other ear. In all she patiently spent almost 80 minutes with me on the phone.

As to my initial impressions with the software It looks very nice: Modern and professional, unlike the MD software that looks old, tired, and undeveloped. I have found it easy to enter a new transaction and suspect that merging/pairing transactions will be a simple click, though I have none to do today. Bill Pay, once connected, was easy to figure out as well, though I will have to reenter addresses for Payees. That is a small price to pay for the overall ease of use improvements. Reports are extremely fast and make sense. In particular I like the one titled "Spending Cloud". Imagine a picture of all of the words used in your expenses where the more you used the word the larger the word appears, with all of the words forming the shape of a cloudThat's what it's like. It gives an immediate idea of where your money is going without the details of dollar amounts or dates.

I can't comment on the Budget function, as I have never set up one. :/

There is a Bill Reminders section where you can handle all of your bills on time or in advance, like paying them, deleting reminders that aren't needed, reporting on the particular payee, and scheduling future transactions. It's pretty straight forward and easy.

The Calendar is essentially a report in graphic form. You can pick which accounts to show, expenses and/or income, payees, etc. This should really help with planning cash flow.

Finally are Alerts. These are pretty customizable. Think 'low balance', 'big purchase', 'credit balance'. That kind of thing where you really need to know right away. You can even have them sent to you via email.

Included is a free iPhone app that syncs with the desktop and gives you all of the information you need for all of your accounts, just one, or any number in-between. Fingerprint authentication makes it easy to get in on the iPhone, and it also provides you with all of the numbers as well as graphs for your accounts. Instantly you can see where you are spending money, Cash Flow, investing, and more. There is also a feature to snap a picture of your receipt to add to transactions in the app. It then syncs back to the desktop for later viewing. I wonder if I can get this to work with my Amex

ComplaintsI've had a few (I had Queen: We are the Champions playing in my head as I wrote this). So far they are pretty minor and are related to the bugs I reported above. On the main screen I find the font too small and there is at this time no means by which to increase the size. As I get older it means that I have to sit about 8 inches from my iMac to see clearly. Not good. The only other problem I see is that unless you filter the register by "Any Status" there is no running balance. So, when I select "Uncleared" to see what is coming up I can't see what the expected balance is on any given day. This could be a problem if someone holds a check for several weeks. If that happens you could potentially have many, many transactions between the held check and current checks and the reported balances would not be accurate. If not accurate, they aren't useful.

Overall, I am thrilled to have another option for Mac financial software. There is still some development to be done, but it appears that most bases are covered and quality of usefulness is high. I would recommend this product and will report back in the future.

[]

Sours: https://www.amazon.com/gp/aw/reviews/B01M6USTSH

Quicken Customer Reviews

† Limited time offer of 40% off the list price applies only to the purchase of Quicken Deluxe, Premier, Home, Business & Rental Property for the first year only when you order directly from Quicken by October 13, , PM PST. Offer good for new memberships only. Subscription billed annually. Offer listed above cannot be combined with any other offers. Terms, conditions, pricing, features, offers and service options subject to change without notice.

© Quicken Inc. All rights reserved. Quicken is a registered trademark of Intuit Inc., used under license. iPhone, iPod, iPad Touch are trademarks of Apple Inc., registered in the U.S. and other countries. Android is a trademark of Google Inc. Dropbox, PayPal, Yelp, and other parties’ marks are trademarks of their respective companies. Terms, conditions, features, availability, pricing, fees, service and support options subject change without notice. Corporate Headquarters: Haven Avenue, Menlo Park, CA Do not sell my information
Sours: https://www.quicken.com/customer-reviews
  1. Jojo christmas bow
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Welcome to my third annual review of the personal finance software, Quicken for Mac. I have been using Quicken to manage my finances since first on the Mac, then a long stint on the Windows version, before switching back to the new-and-improved Mac version four years ago. I wrote about the process of switching from Windows to Mac here.

As I wrote then, I had very high expectations for the Mac version under new leadership, independent of Intuit, and the financial benefit of a new subscription-based business model. In this post, I’ll share an update on how it’s gone using the latest version, Quicken for Mac.

Unlike other written reviews of Quicken software, my recent experience is exclusive to the Mac platform, though I will make feature comparisons to the Windows version. If you’re a Quicken Windows version thinking about switching over to the Mac, this review should be useful.

My Background

I began my career in public accounting, and while I no longer provide accounting or auditing services to clients, I’ve held a CPA license here in the state of Washington for over thirty years. My finances mirror those of many mid-life families eyeing retirement: a half-dozen investment and retirement accounts, college savings accounts, a home, etc. My work for a publicly-traded company for the past twenty years has allowed me direct experience with stock options, restricted stock units, performance shares, deferred compensation plans, and a variety of employee benefit programs that follow that kind of employment. I’ve always tried to be disciplined when it comes to money, a natural-born planner, and I’m comfortable managing my own finances. With this background and financial situation, I have had many opportunities to evaluate and tug at the boundaries of Quicken as a personal finance program, particularly on this evolving Mac version of the software.

Quicken for Mac &#; An Evolution

For most of my time on Quicken, I used the Windows flagship version of the program. I switched over to Mac for most things almost twenty years ago, except Quicken. Back then, Quicken on the Mac was too basic for my needs. Instead, I used a virtualized version of Windows inside the Mac to use Quicken. Each year I would await the latest incarnation for the Mac, only to be disappointed by the one-star feedback of early adopters on the Mac App Store. I finally took the leap in after Quicken for the Mac was released, and initial feedback was mildly positive for the first time. I planned to run parallel systems between Mac and Windows, but that became too much effort, so in January , I switched entirely to Quicken Premiere for the Mac. I chose the high-end version because I needed the investment accounting and tracking features.

Let me be clear about something before I get into what’s changed in the latest version of Quicken. With all its shortcomings, Quicken is still superior to any other personal finance program on the Mac if you need robust investment tracking. There may be better cash flow and budgeting software (Banktivity and YNAB, for example), but these apps fall short, in my view, of keeping tabs on the intricate accounting treatment for the variety of obscure transactions that flow from owning stocks, mutual funds, stock options, and employer-granted restricted stock. For this type of financial management, Quicken is still the only consumer-targeted personal finance software game in town.

Quicken for Mac and the Subscription Business Model

Since my last review of Quicken for Mac , there have been seven updates to the software, occurring every four months or so. These updates, both major and minor, have continued to push the Mac platform forward, perhaps even narrowing the gap between its Windows big brother. I am heartily glad of this development. When Quicken launched its subscription business model in , many customers (myself included) were concerned that that the software would languish, and all the subscription revenue would simply pay down leveraged debt, now that the Quicken corporation was owned by private equity 1.

I subscribe to the Premiere version of Quicken, which lists for $80 per year on Quicken’s web site, though I’ve never spent anything close to that in renewals. I typically renew in November and watch for Black Friday sales at Amazon. This has brought my annual cost to around $40, which I consider a bargain given how much I rely on this software.

I remain vigilant, however. Quicken’s private equity ownership period hits the five-year mark in April Private equity firms typically sell their investments after a five to seven year holding period, and a company being offered up for sale is often tempted to dress up its profits by deferring expenses or cutting staff. We’ll have to wait and see if this happens with Quicken.

New Features in Quicken

Web Access. Touted as their number one feature request, Quicken introduced access to your financial system via the web in This is surprisingly robust and complete. Online transactions from bank and credit card accounts can be downloaded, just like on your Mac, and any edits you make to transactions sync to the desktop version. It doesn’t appear you can pay bills from the web platform, nor can transactions from investment accounts be downloaded. But it’s a handy tool to check in on your finances while traveling without having to pack a computer (access on an iPad Pro using Safari was fine). One glaring omission is two-factor authentication as a security measure. Having access to all your financial data with just a simple user name and password feels very risky. I’ve turned off web access for this reason, but will turn it back on when better security measures are in place.

Bill/Check Pay. Quicken revamped its bill-pay functionality in Paying bills from within Quicken is only available for Premiere subscribers, and the previous incarnation made no sense to me. I’ve tinkered with the new version, but haven’t used it. My current process for online bill paying through my bank works well enough for me.

PDF Bill Downloading. Another new feature is Quicken’s ability to automatically download bills and credit card statements in PDF format for review and filing. This is a convenient way to access these bills without having to navigate to the vendor’s web site, type in credentials, and search for the latest bill or statement. It seems to work well, unless it doesn’t. For some reason, it won’t download my cellphone statement from AT&T, though it knows how much it is. Of the dozen vendors I set up, it provided a PDF about half the time. This feels like a work-in-progress, but it should improve over time.

Improvements and Updates

Reporting. Quicken made some improvements in reporting available on the Mac in their newly designed Report Center. Reports are now better organized and easier to customize and save. A few additional reports were created, but sadly, we still don’t have any budget to actual reports, which is a mainstay of personal financial management.

Transaction Renaming Rules. Long a sore spot on the Mac, Quicken added some new functionality in properly renaming downloaded transactions. This is a welcome addition. For years, I would shake my head as Quicken would stubbornly refuse to learn the proper expense category for the utility bill I download and pay every month. That has mostly been corrected now with their new transaction renaming engine (a bug still persists that makes Quicken unable to remember transfers to other accounts as part of a memorized transaction). They’ve even added some power-user techniques to suss out the proper renaming of some of the more bizarre credit card transactions I routinely see, particularly with Apple Pay transactions I pay with my watch. Here’s an example transaction from a grocery store purchase:

AplPay VASHON THRIFTVASHON

The new renaming rule I created scans for two bits of text: “AplPay” and “THRIFTVASHON”. If those two rules match, it renames the transaction to “Vashon Thriftway”. The renaming engine can even look back into history and apply these rules to clean up old transactions. This was a very helpful addition.

Budgeting Improvements. Quicken’s budget tool received an important update. You can now include account transfers and investment income in your annual budget. This is especially important for retirees or those soon approaching retirement age.

What’s Still Lacking or Needs Improvement

Reporting, Particularly Against Budget. Reporting in the Mac version of Quicken has improved, but you can’t create a report of your actual results vs. budget, which is an essential financial planning tool. Instead of a report, you get a bizarre on-screen (and unprintable) visualization of budget performance for the month, or an unwieldy 12 month stacked grid, neither of which I find at all useful. Unless you happen to view the month screen on the very last day of the month, the year-to-date totals are useless: the budget total includes the full budget for the month you’re viewing vs. month-to-date actual results. I’ve been waiting for this basic actual vs. budget report since , a report that has been available in the Windows platform forever. How in the world can a software program designed to help individuals and families manage their personal finances not include a budget to actual report?

Tired of waiting, I now export actual and budget figures out of Quicken to create a proper actual vs. budget report in Excel. I took the time to automate the workbook in , so it takes just moments to create. Of course, my Excel hack lacks interactivity and drill-down capability, which is important in tracking down the source of budget variances.

Quirky Transaction Download Errors. Every time I do an online update of my accounts, I receive the same throttling error for a random set of accounts with my primary bank. I have a half-dozen banking, savings, and credit card accounts with this bank, which is apparently too many for Quicken. I click the “try again,” and the process completes. I’ve researched this error online and discovered that many users suffer from this across a variety of financial institutions. Quicken’s response is consistent: “your bank’s servers must be busy. Try again later.” Downloading transactions in Quicken on Windows was always a tricky proposition, so I can’t say this is a Mac issue. Just irritating.

Morningstar Portfolio X-Ray. The Windows version of Quicken allows you to analyze your investment portfolio in much greater detail than on the Mac using Morningstar X-Ray. This tool looks inside your mutual fund investments to properly report your asset allocation (i.e. stocks, bonds, cash) and any concentrated positions of a security. This investment scrutiny is not available on the Mac. For example, if you own a mutual fund that invests in both stocks and bonds, you really have no way of knowing your actual asset allocation within Quicken. I’ve hacked together a way to export my investment holdings into Excel to accomplish this, but it’s another pain-point for investors using the Mac version of Quicken.

Mobile App is Underwhelming. Quicken’s iPad app has been out for a while. I tried it out when it first came out and was underwhelmed. I tried it again for this review, and I am still unimpressed. I’m not alone: the app ratings are abysmal with many reports of the app crashing or not being able to log in. The web view is much, much better.

Trapped Investment Data. One of the biggest reservations I have with the Mac version of Quicken relates to its file export limitations. While Quicken promises a “Data Access Guarantee,” the export functionality of the Mac program remains severely crippled. Investment accounts, and all the related historical transaction details, cannot be exported. This limitation affects not only your ability to move back to the more robust Windows version of Quicken should you grow tired of the Mac’s shortcomings, but also impacts your ability to switch to other personal finance software products on the Mac if you decide to give up on Quicken altogether. The lack of this basic export function feels intentional to me to keep customers from leaving the product.

If you are using the Windows version of Quicken and you have investment accounts, you should be very cautious before migrating to the Mac version. You’ll likely be able to move everything over to the Mac, but you’ll be stuck with limited choices of ever leaving. Shame on Quicken for taking our financial data hostage.

Closing Thoughts

After three years of using Quicken for Mac, where do I stand?

While there’s still plenty of room for improvement — say, a budget to actual report — Quicken is still the best consumer-level software for Mac users with complicated finances. Quicken for Mac is good enough that I’m not willing to go through all the work to revert back to the Windows version and deal with running a virtual PC on my Mac. I’m disappointed that my Mac data file can’t export to other software programs (or Quicken for Windows). I hope future Quicken versions will finally improve enough to be on par with Windows, though experience makes me very skeptical.

If you’re a Mac user with an investment portfolio, but still on the Windows version, I would recommend staying with that more robust software until the Mac version allows proper data exporting.

Are you a Quicken for Mac user, or a Windows user thinking of making the switch to Mac? Let me know your questions and feedback in the comment section below.

  1. Quicken was acquired from Intuit by HIG Capital in April, ↩

Related

Sours: https://robertbreen.com//11/09/quickenfor-mac-a-long-time-users-review/

Quicken for Mac Review New Features, Pros and Cons, and Alternatives

For years, Quicken has been one of the oldest and most reputable personal finance tools, but Quicken for Mac has always been lacking in the features department compared to its Windows counterpart. Fortunately, over the past four years, Quicken for Mac has been making updates to bridge that gap.

Apple users have high standards because we’re used to clean and intuitive software. So, is Quicken for Mac any good after the most recent updates?

This article is going to answer that question and tell you what you can expect with the newest version of Quicken for Mac.

Quicken for Mac review

New features for

One of the biggest changes for is that Quicken for Mac and Windows got a new web-based companion. Up until now, Quicken has stood out as one of the few popular personal finance tools that doesn’t have robust online tools, like Personal Capital. Quicken is finally catching up with the rest.

Here’s what you can expect from the web version of Quicken for Mac:

  • View balances, transactions, budgets, accounts, and investment holdings
  • Check investment performance
  • See spending trends
  • Customizable dashboard

In my opinion, Quicken is heading in the right direction here. And while not all of the desktop features are available on the web platform, there is enough there if you need a quick check-in.

Another major change Quicken for Mac saw in is an overall faster experience than previous versions. Start-up, charts, and graphs all now load up to twice as fast. Backing up Quicken for Mac is now four times as fast as it was. While the software is faster overall, navigating through it, especially when you’re trying to get reports, takes a little time.

Quicken addressed over customer-requested improvements and fixes that affected Mac and Windows users. And, they also added the following features:

  • Bill center dashboard and PDF download of bills
  • Improved ability to track the principal and interest on your loans
  • What-if analysis on loans
  • Customizable investment portfolio with IRR and ROI
  • Tax optimization on investment sales
  • Free bill pay with Quicken Bill Pay
  • Priority customer support access

Those features aren’t available with all tiers of services, and you’ll read more about this further down in my Quicken for Mac review.

Start Using Quicken

Quicken for Mac past updates

Quicken for Mac

One of the largest changes in is that Quicken finally adopted a subscription-based payment model. Users can purchase one or two-year memberships, and as long as those memberships are maintained, you will receive updates and access the latest version.

Quicken for Mac

In , Quicken for Mac saw some incremental but still impressive changes:

  • A more modern and readable interface that made it easier for users to migrate between platforms
  • Quick access on mobile devices
  • Customizable reports
  • month budget feature
  • Quicken Bill Pay

Related to this Quicken for Mac review: Best Budgeting Apps and Personal Finance Tools.

Cost of Quicken for Mac

Quicken for Mac has three pricing tiers – Starter, Deluxe, and Premier. You can purchase a one or two-year subscription that is billed annually. Quicken doesn’t offer free trials, but there is a day money-back guarantee.

Here’s a breakdown of each tier:

Tier

Features

Starter $/year

  • 1-month budgeting
  • track your spending
  • automatic bill categorization
  • automatic data transfer from other versions of Quicken
  • available on desktop/web/mobile

Deluxe $/year

  • everything in Starter plus month budgets
  • track principal and interest on loans
  • what-if analysis on loans, investment/retirement/loan tracking
  • see realized and unrealized gains
  • track cost basis and Schedule D tax reports
  • customizable investment portfolios, tax optimization

Premier $/month

  • everything in Deluxe plus Quicken Bill Pay
  • a $/year value
  • priority customer service support

Starter is best for people who want basic budgeting tools. Deluxe widens your budgeting capabilities and adds loan and investment tracking software. Premier gives you everything plus Quicken Bill Pay.

Those are the regular prices, but you can usually find Quicken for Mac new member promos that will save you money on your subscription. At the time of publication, new users can purchase Deluxe for $/year and Premier for $/year.

You can often find Quicken products on Rakuten (formerly Ebates), which means you earn cashback when you purchase the software through Rakuten.

System requirements

To run Quicken for Mac , you’ll need:

  • Mac OS X (El Capitan), (Sierra), (High Sierra), (Mojave) or newer
  • Broadband internet access
  • You must activate online
  • For the mobile app available on iPhone, iPad, or iPod Touch: iOS 9 or higher

What Quicken for Mac still doesn’t have

Quicken for Mac is headed in the right direction, and that makes me really happy as both a fan of Quicken and a Mac user. But, there are still some key differences that make Quicken for Windows a more impressive money tool.

Here’s what Quicken for Mac is still missing:

  • Easily export your data directly to Excel
  • Morningstar’s Portfolio X-ray tool
  • Compare buy and hold options
  • Debt Reduction Plan
  • Track the market value of your home
  • Quicken Home and Business & Rental Property Manager
  • Loan amortization
  • Free Credit Score Report
  • Paystub tracking
  • Asset allocation view

It’s important to point out why there are still so many differences in Quicken for Mac and Windows. Quicken for Mac is a native app for Apple iOS. It’s actually a completely different product than it’s Windows counterpart. It’s also been rewritten a couple of times to work better within the limitations of the Apple iOS.

Pros and cons of Quicken for Mac

No good Quicken for Mac review would be complete without a pros and cons list…

PROS

CONS

There’s finally a web version, and it comes with access to some of the most used Quicken for Mac features.

Even though it lacks many features you find with Quicken for Windows, you are paying the same amount

Because Quicken for Mac is a native app, it still feels like the Apple products you love and can’t stop using.

For anyone who wants to interact with their investments, Quicken for Mac doesn’t offer the same powerful investment tracking tools you get with the Windows app.

Quicken Bill Pay is now available for Mac users.

Navigating the app isn’t as intuitive as other interfaces.

Improved investment and loan tracking tools

Quicken for Mac alternatives

Whether you’re put off by the price, the lack of features, or just looking at what else is out there, here are some of the top Quicken for Mac alternatives on the market in

Features

Personal Capital

Mint

YNAB

Banktivity

Overall Rating

✓ Our Top Pick

M$M Rating

3

M$M Rating

3

M$M Rating

Budgeting

Investment Monitoring

Price

FREE

FREE

$84 a year

One-time fee of $

Personal Capital

This is the tool my wife and I use nearly every single day to keep track of our investments, plan for retirement, and see our net worth. Personal Capital has the asset allocation tool Quicken for Mac is missing, among a number of other robust investment tracking tools.

Here are a few more top-level features you get with Personal Capital:

  • Cash flow spending
  • Retirement fee analyzer
  • You can play with what-if scenarios to see how something like having a baby or buying a house will affect your retirement savings
  • Calculate the future costs of college
  • For customers with over $, in invested assets you can add Personal Captial’s Wealth Management services

Besides stellar money tools, Personal Capital is free.

When you use my exclusive M$M link to sign up for Personal Capital, you and I both get $

Read more at Personal Capital vs. Quicken Which Money Tracking Tool is Best?

Mint

This has been a favorite financial tool since , and it’s owned by Intuit of TurboTax fame. Mint is great for seeing an overall picture of your finances. It has:

  • Budgeting
  • Bill-tracking
  • Portfolio tracking for investments
  • Free credit scores
  • Financial goals
  • Alerts for ATMS fees, when you go over-budget in a category, unusual spending, and bill reminders

Mint is % free to use, but there are a lot of ads. This is my least favorite part of Mint, but it’s how they make money.

Read Quicken vs. Mint: Which Budgeting Tool is Better in ? to see how these two money tracking tools stack up. 

YNAB (You Need A Budget)

YNAB has a cult-like following of superfans that swear by this budgeting platform. YNAB is much different than Quicken or any of the other alternatives in this Quicken for Mac review because it’s strictly budgeting.

YNAB teaches you how to use zero-based budgeting to gain control of the money that is going in and out of your accounts. The way it does this is by showing you how to implement the following four rules:

  • Rule 1: Give every dollar a job. You take the money you earn and allocate every single dollar you make to different expenses.
  • Rule 2: Embrace your true expenses. This is saving for infrequent and unexpected expenses.
  • Rule 3: Roll with the punches. This rule is about flexibility and teaches you that it’s okay to move money around when you need to.
  • Rule 4: Age your money. The purpose of this rule is to help you start living on last month’s income.

YNAB claims it will help new users save more than $6, in their first year. But, YNAB isn’t free – it’s $84 a year after a day free trial.

Learn more at YNAB Review The Most Effective Budgeting App Around? and Mint vs. YNAB Which Budgeting App is Best? 

Banktivity

Banktivity is built for Mac lovers only, making it great Quicken for Mac alternative. Banktivity syncs to your iPhone, iPad, and even Apple Watch.

With Banktivity you can link your accounts, track your spending, pay your bills, see your investments, and create budgets. You can also generate reports to give you a better break down of your spending in certain areas, like in specific time frames or from certain companies. You can also easily search for things with Banktivity’s “Find” feature.

Banktivity is not free – there is a one-time fee of $, and you can try it out for free for days. After that, there is a day risk-free guarantee.

For more Quicken alternatives, check out 15 Best Free and Paid Quicken Alternatives.

Quicken for Mac review – the final word

Features

Quicken

Overall Rating

Budgeting

Bill Payment

Investment Tracking

Price

$ - $/year

Access

Macintosh, iOS App, Android App

Sign Up

The latest features and updates in the release of Quicken for Mac are a definite improvement. Quicken for Mac is inching towards its Windows counterpart and that’s a good thing.

There are still some issues with missing features and how smooth the app functions, and that means that some people will be happier with one of the alternatives on this list. Personal Capital is the best for anyone who wants to do more with their investments.

 

Sours: https://millennialmoneyman.com/quicken-for-mac/

Quicken mac reviews for

Much better than before. BUT The basic data reporting framework, a holdover from Quicken Essentials, is still horrid. That is compared with the old Quicken I use Quicken for running a small business. It is FAR better under the new ownership than when Intuit ran the show. Actually, in its formative years, the original qQuicken was a terrific product. If the current owners overhaul the reporting to allow for far better customization of the data elements, how they are combined and output, that would be terrific. I use reports not only to output data in Income and Balance sheet forms but also, and this is important, to search for anomalous data elements (eg, incorrect or missing data). All too often, in my professional experience, database designers focus on data entry foremost and then consider how the user might want to output the data. As for the latter flexibility is the key. That is, the developers will never be able to readily anticipate users needs. Though, if they are also users of the product, that does help make for a better product overall. So keep up the good work Quicken. But PLEASE a radical overall in Quicken's reporting and data auditing capabilities is needed. It would cut down by 50% that amount of time it takes ensure the database's data are in good and consistent order for timely and meaningful reports. Thanks you!

Sours: https://www.macupdate.com/app/mac//quicken/reviews
Quicken for Mac - Getting to know Quicken for Mac

Quicken For Mac Review: Better, But Still Behind Quicken For PC

Quicken for Mac

Quicken was traditionally known as one of the best personal finance software options for desktop users. However, the Mac version had traditionally lacked the features found in the PC version, and that was disappointing to many users.

Over the years, Quicken has tried to close the gap between its two software versions. And that was again the case with its latest iteration -- Quicken For Mac

So is the Mac version finally on equal footing with the PC software? Unfortunately, no. Quicken for Mac still lags the Quicken for Windows experience. But it's still a power piece of software that may perfectly meet all your needs. In this article, we’ll look at the latest features in Quicken for Mac and compare it against the current Quicken for Windows.

Quicken for mac

Quick Summary

  • Navigation is still a bit clunky
  • Gets the job done but less efficiently than Quicken for Windows
  • Strong customer support

Quicken For Mac Details

Product Name

Quicken For Mac

Price

$ - $ Per Year

Refund Window

30 Days

Promotions

10% Off Of All Tiers

Quicken is a personal finance software company. It used to be part of Intuit. Quicken was spun off from Intuit in and was purchased by H.I.G. Capital. The CEO of Quicken is Eric Dunn. He joined Intuit as employee #4 when Quicken was still under the Intuit umbrella.

What Do They Offer?

Quicken offers a personal finance software product by the same name. It is available for Windows and Mac. In this article, we’ll focus on the Mac version.

Anyone who has used Quicken for Windows and then tried Quicken for Mac probably came away from the experience disappointed. Spoiler alert — that experience hasn’t really changed much in the latest Quicken for Mac.

Quicken for Mac still trails Quicken for Windows in ease of use, interface (i.e., navigation), intuitiveness, versatility, and features. Quicken for Mac also falls a bit short when it comes to investment tools, especially in regard to its lack of automatic cost-basis calculations.

Another area that people have complaints about is the interface. For example, the home screen makes it a bit difficult to find things. There aren't any widgets or ways to customize the home screen. Additionally, if you are coming from Quicken for Windows, there isn't a one-to-one transition where everything's the same in Quicken for Mac. Some things will be familiar, while others will not and require some searching around to find.

Still No Home & Business

The Quicken Home & Business subscription allows you to run your personal and business transactions within the same software. However, Quicken H&B is not as nearly business feature-rich as Quickbooks.

Quicken for Mac is still missing the H&B option. You can only get it in Quicken for Windows.

What’s New In Quicken For Mac ?

Each version of Quicken gets faster and more robust. That hasn’t changed with the latest version. Being a subscription, you’ll automatically get the latest updates. Both the Windows and Mac version got the following enhancements in

  • Over customer-requested improvements and fixes plus significantly improved reliability
  • The most powerful connectivity to banks and brokerages of any personal finance software; more than 14, financial institutions and 11, online billers

Specifically for Mac users, the following features were added at the beginning of

  • Up to twice as fast on start-up
  • Charts and graphs also load twice as fast
  • Backup is four times faster than prior versions
  • Access to 11,+ online billers, bill PDF downloads*
  • New enhanced Portfolio View
  • Refreshed overall look & feel of Bills & Income
  • 5 GB of secure online backup for your Quicken files with Dropbox
  • Free Quicken Bill Pay and priority access to Quicken phone support (Premier and above)
  • Manage your money anywhere with Quicken on the Web

Most recently Quicken announced in September that it had added new options to the Portfolio page for its Mac version as well as an all-new Investing Dashboard.

Quicken investing dashboard

By selecting their account type (Investing, Brokerage, Retirement, or Education), Mac users can now view snapshots of their holdings across multiple accounts. Snapshots that have been added include:

  • Holdings Type
  • Allocation by Security Type
  • Allocation by Asset Class

With these new insights, it will be easier for investors to analyze their asset allocation and make changes when their current mix of asset doesn't match well with their risk profile.

Quicken on the Web is a recent development for Quicken. While most other financial apps are completely web-based, Quicken on the Web is only a companion. This means it is a scaled down version of Quicken. If Quicken can continue developing Quicken on the Web into a full-blown financial app, it will eliminate the inferior Mac user experience.

With Quicken on the Web, you can do all of the following:

  • View balances, budgets, accounts, and transactions
  • See spending trends by category, payee, and more
  • Monitor investment performance with up-to-the-minute portfolio value
  • Search and see details of past expenses
  • Keep your finances continually up to date: your accounts sync across desktop, web, and mobile
  • Enjoy a fresh, streamlined Quicken experience

Quicken moved to a subscription-based pricing model in Unlike many other subscription services, Quicken's software is not purely cloud-based. It is desktop, mobile, and cloud-lite. Desktop software still needs to be installed to use all of Quicken's features.

While some may balk at no longer having one-time charge licensed software, the subscription model does make better sense in the end. It means more cash flow for Quicken. And hopefully, with more cash, incremental improvement will keep coming, making the software better each year. Here are the current prices:

Starter

Deluxe

Premier

Best For:

Basic budgeting, no investments

Users with investments and loan tracking

Users who want BillPay or Premium Support

Price:

$/yr

$/yr

$/yr

The Quicken for Mac prices do mirror the Windows prices. Also, Quicken does come with a day money-back risk-free trial.

How Does Quicken Compare?

Quicken has long been a leader in the personal finance software space. It has a plethora of features and is available on multiple platforms, including Mac.

Still, it might not be the best fit for everyone. Specifically if you're a crypto investor, you'll be disappointed to find that you still can't track cryptocurrency assets on Quicken. 

Even if Quicken does everything you need it to, there are plenty of Quicken alternatives that might be able to meet your needs just as well at a lower price. Check out this table to see how Quicken compares:

How Do I Buy It?

You can visit the Quicken website to purchase and download Quicken.

Is My Money Safe?

Yes - like many other financial apps, Quicken uses encryption and secure connections to financial institutions.

If you want to use Quicken on Mac without installing a Windows emulator, Quicken for Mac is the only way to go. Despite it being less efficient than Quicken for Windows, there isn’t much of a learning curve and one can fairly quickly overcome most drawbacks.

But if you're willing to give another brand a try, you may want to consider Moneydance. Moneydance offers a well-designed and fully-featured Mac version in addition to its Windows and Linux options. Plus, you only pay for the software once instead of having to renew a subscription each year. Learn more in our Moneydance review.

Here are the answers to a few of the most common questions people ask about Quicken for Mac.

Does Quicken for Mac offer monthly subscriptions?

No, all of its plans have an annual billing schedule.

Is there a free Quicken app?

Yes, Quicken has free mobile apps that can be downloaded on the Apple App Store and Google Play Store. However, to log in to the app you'll need to buy a desktop software subscription and input your Quicken ID.

What happens if I don't renew my Quicken subscription?

You'll be able to continue to use the version of the software that you purchased to view your data and manually enter transactions. However, you won't receive any future product updates and you'll no longer be able to have transactions automatically download from synced accounts.

Is Quicken offering any promotions?

Yes, Quicken is currently offering 10% off of new memberships. All plans also come with a day money back guarantee.

Price

  • Starter: $/yr
  • Deluxe: $/yr
  • Premier: $/yr

Platform

Mac, iOS

Budgeting

Yes

Bill Pay

Yes

Credit Score Monitoring

Yes

Net Worth Tracking

Yes

Cryptocurrency Tracking

No

Import Data Files

Yes, QIF, QXF, and TAX files

Foreign Currency Support

Yes

Paper Check Printing

Yes

Reminders

Yes

Customer Service Number

Mon-Fri, 5 AM to 5 PM (PT)

Yes, 5 AM to 5 PM (PT) daily

Promotions

10% off of all tiers

Sours: https://thecollegeinvestor.com//quicken-mac-review/

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QuickenIf you're looking for the king of personal finance software, you'll find it in Quicken. Quicken has been around for decades, and it's one of the most well-known personal finance applications. When considering what personal finance software is best for your needs, it's important to explore your options. So, don't forget to consider Quicken (and Quicken for Mac) as you evaluate which personal finance app is the right choice for you. Here's our Quicken review.

Cost - 8

Customer Service -

Ease of Use -

Tools & Resources - 9

Synchronization - 8

Accessibility - 9

8

Quicken is one of the most well-known personal finance platforms for managing your budget and tracking investments. It has a lot of great features for PC users but its Mac version still lags behind, although there has been some improvement in recent years.

Overview of Quicken

Quicken has been around for a long time. There are Quicken versions for Windows and Mac. Updates to Quicken for Mac were sporadic at best until Intuit sold the software to H.I.G. Capital. But now that the Quicken product line is under new ownership, the Mac side hasn't been neglected as much. Still, there are differences between the two products.

Quicken used to be the only alternative to a spreadsheet. But today, there are many choices for personal finance software. Quicken is still a solid choice, though, especially now that it's possible to connect to your bank and automatically update your accounts.

Quicken Key Features

Both the Mac and Windows versions of Quicken support the following features:

  • Budgeting: Create and manage personalized budgets.
  • Manage your investments: See how your investments are performing. Track cost basis and see realized and unrealized gains. And the program calculates capital gains and losses.
  • Customized reporting: View your income and spending with custom reports.
  • Specialized Investment reports: You can dive deeper into your investment returns, seeing items like R.O.I. and IRR.
  • Bill payment: You can make payments within the Quicken app.
  • Ability to transfer money between bank accounts: If set up within Quicken, you can transfer money between accounts.
  • Debt reduction planner: Figure out how to best pay down your debt and create an actionable plan.
  • Free phone support: Phone support and chat support is available Monday to Friday, 5 A.M. to 5 P.M. Pacific Time.

Quicken for Windows Features

The Windows version of Quicken adds even more functionality. Some of the additional features you can get with Quicken for Windows include:

  • Export to Excel: You can easily export your data to Excel. (With Quicken for Mac, you can download figures only in PDF format.)
  • Balance sheet report: Generate a balance sheet or a profit-and-loss statement.
  • Free credit report: Get a free credit report with your Quicken subscription.
  • Access to the Morningstar® Portfolio Instant X-Ray tool: With this tool, you can evaluate the asset allocation of your portfolio, view the stocks behind your mutual funds, and stay on top of the latest news and developments that could impact your investments. Read more about Morningstar here.
  • Business features: Quicken's business features are available for PC. only and include creating custom invoices, tracking business income and expenses, running Schedule C and E reports, and saving rental agreements directly in Quicken.

 

Quicken for Mac Vs Quicken for Windows Features Summary

 Quicken for MacQuicken for PC
Price$ - $/ year$ - $/ year
Budgeting
Debt Reduction Planner
Access to Morningstar® Portfolio X-ray® tool
Bill Payment
Investment Management
Specialized Investment Reports
Multiple Currency Support
Custom Reports
Free Phone Support
Move Money Between Bank Accounts
Automatic Reconciliation
Free Credit Report
Balance Sheet/P&L

Quicken Pricing

Quicken offers tiered pricing options based on the features you use, as well as the product you choose. Quicken, like many other personal finance software applications, has shifted to a subscription model. You pay every year.

  • Quicken for PC: Minimum = $, Maximum = $
  • Quicken for Mac: Minimum = $, Maximum = $

You can see that, because the high-end P.C. version of Quicken has more features, it costs more than the Mac version.

Security

As expected, Quicken uses high-level security and encryption to protect your accounts. Because Quicken can connect to your bank and other accounts, it's important to know that you're protected. Quicken uses SSL and bit encryption. But your passwords are stored on firewall-protected servers, rather than being tokenized like how it's done with some other personal finance software applications.

You have to enter your password each time you connect to your financial institution, which can be a pain, but it does tend to add to the security. You can simplify matters by using the Password Vault feature or Mac's Keychain.

Customer Service

This is where Quicken tends to fall short. It's possible to get phone support Monday through Friday from 5 A.M. to 5 P.M. Pacific Time. Or you can use the online chat feature during those hours.

Quicken continues to have a poor track record with customer service, especially as its support hours are limited.

Technical Requirements

Quicken for PC

  • CPU: 1 GHz (I recommend a more powerful CPU)
  • Operating System: Windows 7, 8 or 10 ( or bit)
  • Memory: 1 G.B. or more (I recommend at least 2 G.B., 4 G.B. or more being ideal)
  • Hard Disk Space: Up to MB, up to GB if .NET is not already installed (I recommend at least 10GB for data storage)
  • Display: × or higher resolution, × for large fonts
  • Internet: Broadband Internet connection recommended (Online access required for activation)
  • Sound: Sound card and speakers recommended
  • Printer: Any printer supported by Windows 7, 8 or 10
  • Additional Software (included in Quicken installer): Microsoft .NET or later

Quicken for Mac

  • Operating System: Mac OS X (El Capitan) or newer
  • Memory: MB or greater
  • Hard Disk Space: At least MB (you might need more for larger files)
  • Display: &#; or higher resolution, &#; or higher for larger fonts
  • Internet connection: Broadband (Access to the web-based platform for Quicken for Mac requires that you still download the software.)
  • Mobile Requirements: iPhone, iPod Touch, iPad: Requires iOS 8 or higher. Android mobile and tablet: Requires or higher. Windows Phone and Blackberry are not supported at this time.

Quicken on a Mobile Device

  • iPhone, iPod Touch, iPad: Requires iOS 9 or higher.
  • Android mobile and tablet: Requires or higher.
  • Windows Phone and Blackberry are not supported at this time.

How to Sign Up to Quicken

It's fairly straightforward. You go to the Quicken website (or an online shop) and choose the version you want. Pay the fee and download the software to your desktop. Then get everything set up, create passwords, and sync with your accounts. Also, you may need to import files from other software or download information from your bank.

Quicken Alternatives

Back in the day, there weren't many alternatives to Quicken. But there are plenty of choices today. One of the best alternatives is Personal Capital, which will track your investment accounts, as well as bank and credit card accounts. You can get a number of reports with Personal Capital and see your whole financial picture.

And other personal finance applications &#; like Moneydanceand Banktivity&#; provide you with budgeting help, investment monitoring, bill pay, and more. You can get comparable features, depending on what software you choose, at comparable prices.

But Personal Capital is a freemium product that offers a lot of what you might need. And its starting cost is zero. On top of that, Personal Capital has the option for you to connect with a financial advisor if you're willing to pay for help managing your assets.

Quicken Pros &#; Cons

Pros



Robust budgeting

—It's easy to create budgets and manage your finances.

Bill payment and management

—You can easily pay and manage your bills from one place.

Robust investment monitoring

—Quicken gives you detailed information on your investments, and you can get even more perks to monitor your portfolios if you have the PC version.

Easy conversion

—If converting to Quicken for Mac from Quicken the process is easy.








Cons



Limited applications

—You have to use desktop software, even if you want to use web-based or mobile-based features.

Missing features in Quicken for Mac

—You won’t get all of the same features in the Mac version as you do in the PC version, which is a downside for Apple fans.

Poor customer service

—Hours are limited and there are many poor reviews of Quicken’s customer service.









Should You Use Quicken?

Quicken for Windows is one of the most robust personal finance software applications on the market. If you're looking for something that will do pretty much everything, Quicken can be a good choice. Quicken for Mac can also be a good choice, but you might pay a little more than you'd like for the value &#; especially since the Mac version is missing some features.

However, if you're looking for something more cloud-based or accessible on your mobile device, you may want to look elsewhere. Also, other services cost less but still do a lot of what most people need with their money &#; even if the apps aren't as robust.

Final Thoughts on Quicken

Quicken (at least for Windows) remains one of the best money management apps on the market today. While Quicken for Mac needs some improvement, recent changes make it a perfectly adequate choice. In the end, compare Quicken to other apps to decide whether it will best meet your needs or you can use something else.

Sours: https://investorjunkie.com/reviews/quicken/


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