Quicken 2017 for Mac New Features. Manage your Investments — See how your investments are performing. Track cost basis, see realized and unrealized gains, and capital gains. Better Reporting — Compare your income and spending with custom reports.
I have been a Quicken user for more than 20 years now. Problem is, the only usable version of Quicken is the Windows version. I currently use a Mac and have an entirely separate Windows computer only for Quicken. This past weekend, I bit the bullet and bought the Quicken for Mac version. Pros: it's come a looooong way. Also, it is lightning fast.
It makes the Windows version feel so clunky. The graphs and forecasting take only seconds (if even) to generate. Also, I now have my finances on my main computer and this makes me SO happy. Cons: it's still missing some really core features. A couple of the biggest ones causing me problems right now are the following:.
There no way to exclude transfers in reports which makes them completely unusable for me. The downloaded transactions don't pop up for 'approval'. How is this possible!? I do not want them being automatically folded in my register. At least that's what I'm seeing.
There's no scheduled transactions window?? I don't understand this. Maybe I'm missing something.
At least, I haven't found it yet. How a user actually enter transactions is clunky.
The split window is difficult to navigate. Considering finances is a data-entry-heavy activity, this is a terrible design. I'm wondering if anyone else has switched? After buying Quicken Mac 2016 a couple years ago and promptly returning it, I recently took the plunge on Quicken Mac 2018. Although I'm not crazy about the subscription, one positive is that it allows you to run both the Windows and Mac versions. This isn't necessarily ideal, but I'm using them both side-by-side until I can trust the Mac version fully.
My file has about 12 years of data in it. I did have an issue with the import and ended up upgrading my Windows version to 2018, exporting my file manually, then importing it into Mac 2018 successfully.
Overall, I agree with. QM has come a long way but it still falls short in some areas. I too was missing the downloaded transaction approval of QW. But I changed my workflow a bit and now like the way it works in QM better. By default, downloaded transactions are marked 'Not Reviewed' and have a blue dot to the left of their entry.
So after an update, I can quickly see what was downloaded and modify the category if necessary. I then hit the reconcile button to reconcile the account to the online balance.
After reviewing the information, hitting 'Next' and then 'Done', the account is reconciled, the transactions are marked 'Reviewed' and the blue dot is removed. Note, that last part requires that you enable 'Mark reconciled transactions as reviewed' in Preferences General. I like the (unlimited?) undo. I can quickly hit Command-Z to undo my mistakes. I wholeheartedly agree with your last bullet.
While much of the UI fits in on the Mac, entering and modifying transactions is just plain clunky. I'm also not crazy about the way bill pay works.
I'm using direct connect through my bank and not Quicken Bill Pay. It seems to occasionally create new payees at my bank instead of using the pre-existing ones. Also the eBill downloads are hit-or-miss. One feature I sorely miss is the tracking of employee stock plans, grants, etc. I'm hoping support for this gets added soon as it's the one must-have feature for me before I completely switch to QM (well this and consistent bill pay).
Quicken today announced the launch of the 2018 version of its popular finance and budgeting software for the PC and Mac.Quicken 2018 introduces access to online bills from more than 11,000 companies, all of which are integrated into a streamlined bill and payment dashboard. The bill management center is designed to let Quicken users manage all of their bills in one place, with features like downloading PDFs of each bill.The software also includes expanded investment capabilities with more specific lot tracking and a more customizable portfolio view, along with new loan tracking features that include 'what-if' loan analysis.'
We are always listening to customer feedback and the 2018 releases of Quicken reflect the balance of new features and refinements to existing capabilities that we know our users want,' said Eric Dunn, chief executive officer of Quicken. 'With our latest products, Mac offerings are more robust, our interfaces are more intuitive, and our new membership program ensures that customers always have the latest and greatest Quicken without the pain of manually upgrading.' Quicken 2018 for Mac offers Mac users access to Quicken Starter, Quicken Deluxe, and Quicken Premier for the first time, allowing Mac users to choose the best Quicken software to meet their financial needs. Previously, these separate versions of Quicken were limited to Windows users.The software offers different features depending on version, with Deluxe and Premier offering features for creating budgets, creating multiple savings goals, and tracking loans and investments. Finance and budgeting software Quicken for Mac was updated to version 4.4 this week, adding a handful of useful new features ranging from auto backup to improvements to summary reports.With Auto-Backup, Quicken will back up five files at a time to a user-set location whenever someone logs out of the app, preventing data from being accidentally lost. A new Transaction Sidebar indicator has been added, which highlights all accounts that have new transactions when connected accounts are refreshed.Comparison and summary reports can be exported or copied to a spreadsheet for printing or data analysis, and there's a new Total column in the summary report.
New report comparison customization options make it easier to compare the current period with previous periods on a quarterly or monthly basis.First released in October, Quicken 2017 features a new interface, a range of custom report options, and Quicken Bill Pay for paying for bills directly within the app.Quicken for Mac 2017 can be downloaded from the Quicken website or from the Mac App Store for $74.99. Direct Link. Intuit announced last week that it has sold Quicken to private equity firm H.I.G. Capital, which plans to double the personal finance tool's Mac engineering team in an effort to improve the 33-year-old software. The investment group aims to bring Quicken for Mac closer in line with the Windows version.' On the Mac team, we’re bringing in a new product manager starting this coming Monday,' said Quicken head Eric Dunn. 'We have plans within the calendar year to double the engineering team, so we can do the work we need to do to bring Mac closer to the feature set of Windows over the next quarters and years.'
Quicken is the most popular personal finance software in the United States, but the Mac version has historically been lacking compared to its Windows counterpart. Dunn is confident that the software 'will thrive with increased investment' and 'become great again' under the new investment group's leadership.My team and I know you count on Quicken to help you stay on top of your finances, and we are committed to continuing to improve your experience with Quicken.
We’ve already started the journey with the new Quicken 2016 products that launched in November with new features to help consumers stay on top of their bills. In the last six months, we’ve also increased our investment in U.S.-based phone support.Quicken 2016 for Mac, the latest version of the software, is available as a one-time purchase for.