Quicken 2017 2.5/5
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$74.99
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Quicken 2017

By Quicken Inc.
Supported Devices : Mac OS

Release Notes

2/1/2017 | Version : 4.4.3 | Size : 29.9 MB
Without this update, connected services (such as transaction download) could stop working. Upgrade now!

• FIXED: Quicken Mac needs to be upgraded to fix a transaction download issue that could cause Quicken to stop responding. Please upgrade now!
• FIXED: Fixed a bug where bond interest income transactions were inadvertently deleted. This broke in 4.4.0 when Quicken started merging dividend and buy transactions into a single reinvested dividend. To fix, manually add these transactions back.
• FIXED: Fixed a bug where changing the description or address of an online bill pay payee with an "&" in the name could cause the payment to be silently rejected.

1/4/2017 | Version : 4.4.1 | Size : 29.9 MB
In this release, we focused on little features and fixes to small annoyances that customers have been requesting for a long time. Sorry it took so long.
• NEW: Added a basic auto-backup feature which will backup files to a designated location after quitting the app. We’ll keep 5 files at a time. Auto-backup was the number one feature requested on the Quicken.com feature voting page.
• NEW: After updating connected accounts, a blue dot will appear next to all accounts on the sidebar that have new transactions. Hover over the blue dot to see how many transactions were in the last download.
• NEW: We fixed and refined the behavior of the register status icons. First off, the orange pencil won’t appear by default in manual accounts. Quicken won’t retroactively remove the orange pencil but you can use the new Mark All Reviewed to quickly eliminate them. Second we added an option to Mark All Downloaded Transactions as Reviewed in connected accounts which will quickly hide all of the blue dots, pencils and envelopes but will leave the orange pencils so you can see which transactions haven’t been matched yet with a downloaded transaction. If you want to mark one of these remaining orange pencils as reviewed, you can and the pencil will disappear. Yeah!
• NEW: Added a new preference to define whether splits should automatically open in the register and reconcile screen. Many expressed that they found this behavior disruptive.
• NEW: Quicken will now merge dividend and buy transactions into a single reinvested dividend transaction which matches the behavior in Quicken Windows.
• NEW: Added a preference to use a transaction's posted date instead of its entered date. Quicken now defaults to using the posted date.

We’ve also made several report enhancements.
• NEW: Added the ability to Export or Copy the comparison or summary report to a spreadsheet providing more flexibility in analyzing the data or printing.
• NEW: Added a new option in the comparison report customize dialog that allows one to easily compare the current period with the previous period. For example, you can compare the current quarter with the previous quarter. Before we only had an option to compare against the prior year.
• NEW: The summary report now has a new Total column.
• NEW: Added the ability to scale comparison, summary and budget report print outs. This feature appears in the print dialog.
• IMPROVED: Improved the comparison report difference column by applying better color coding and negative sign use. Thanks to our beta testers who helped us figure out the best solution.

We’ve fixed lots of great bugs too.
• FIXED: Fixed an issue that caused some payee names to appear abridged or truncated.
• FIXED: Fixed an issue where the entered security name wouldn’t automatically appear in the New Security screen after selecting Add New Security. You would have to type it in again.
• FIXED: Fixed an issue where the Budget Totals column wouldn’t remember whether the last used setting was year to date or entire year.
• FIXED: Previously budgets could only be edited 1 year into the future. Now there is virtually no limitation.
• FIXED: Fixed the uncategorized transaction link on the home screen. Clicking it now takes you to a list of uncategorized transactions.
• FIXED: Eliminated the End Date tab that appeared in the reconcile dialog since it got in the way of seeing the date of the last transaction.
• FIXED: Fixed a crash that would occur when completing reconcile after using the Start Fresh feature.
• FIXED: Fixed an issue where manually entered transactions that were entered before the end of the reconcile period but posted after would throw off reconcile calculations.
• FIXED: Fixed one of the top crashing issues. In the reconcile screen, the app would crash when pressing the enter key on a date field.
• FIXED: Fixed another top crashing issue that occurred when clicking on future dated scheduled transactions in the calendar view.

11/29/2016 | Version : 4.3.1 | Size : 29.9 MB
We continue to add new features to Quicken 2017.
• NEW: Added the ability to see transaction details by clicking and drilling down on custom report amounts.
• NEW: Added printing for 12-Month budgets. Re-enabled printing for 1-Month budgets.
• NEW: Added the ability to set the currency for a budget.
• NEW: Added a quick way to enter transfers by typing a bracket to display account names in the category field. This is a feature that was in both Quicken 2007 and Windows. Brackets in category names will be converted to parentheses.
• NEW: Added a new File menu item that allows you to quickly find your file in the Finder.
• NEW: Added the ability to switch a file to a different Intuit ID.
• NEW: Redesigned the Account Settings Bill Pay tab.
• NEW: Added the number 17 to the Quicken app icon to differentiate it from previous versions on the dock.
• NEW: Added a new Report a Problem feedback form under the Help menu to allow customers to easily send log files to our development team to help us fix issues faster.

We also fixed a number of really important bugs.
• FIXED: Fixed an issue where an account's currency setting was being changed to US Dollars after syncing.
• FIXED: Fixed an issue where scheduled transactions in investment accounts weren't showing up under the Bills view.
• FIXED: Fixed an issue in the new custom reports where the difference values had the incorrect sign.
• FIXED: Fixed an issue in the new custom reports where the wrong currency symbol would appear.
• FIXED: Fixed a long standing issue where securities from the same company couldn't be manually entered because Quicken would get confused between the two. For example, selecting GOOGL would get changed to GOOG.
• FIXED: Fixed another long standing issue where Quicken would double count cash balances in some brokerage accounts because cash was held or reported as a security. This occurred in a number of professionally managed accounts.
• FIXED: Fixed an issue where the net worth amount appeared over the label after shrinking the sidebar.
• FIXED: Fixed an issue where the reconcile flag wasn't being recorded on transfer to buy transactions imported from Quicken 2007.
• FIXED: Fixed an issue where the payee filter didn't work correctly in reports.
• FIXED: Added missing tool tips to all of the register icons including the pencils and envelopes.
• FIXED: Fixed the investment day change value so that it resets at midnight.
• FIXED: Fixed the #1 crashing bug that could occur when converting a Quicken 2007 file and quitting the app after selecting the mobile option.

Description

Quicken® for Mac 2017 helps you plan for today and tomorrow. Stay on top of spending by importing transactions from multiple financial institutions and categorizing them all in one place, create a budget that keeps you on track today and manage investments for the future. Now with more powerful mobile app for 2017.

FEATURES:
Key Benefits:
• Import all your bank transactions safely and automatically.1
- No need to jot it all down or save receipts.
- Includes transactions from your checking, credit card, loan, investment and retirement accounts.1
• Categorize all your transactions so you can see where your money is going.
- Know how much you’re spending without jumping from website to website to add it all up.1
• Stay on top of your spending.
- Create a budget based on your past spending, with the flexibility to adjust goals month-by-month.
- See how much you’ll have left to spend after your bills are paid.
- Set reminders for your bills and pay them directly from Quicken, too.3
• Maximize your investments
- See how your investments are performing relative to the market for more informed buy/sell decisions.
- See realized and unrealized gains and continually updated quotes.
- Make tax time easier by tracking your deductions and creating reports.
• Manage your money whenever, wherever with our mobile app.2
- Our mobile app is available for iPhone, iPad and Android
- Check your budget, account balances and investments
• Be confident your information is secure.
- We make sure your information is unreadable as it’s imported.1
- We protect your financial information using robust 128-bit and 256-bit encryption.
• Count on us every step of the way.
- Whether it’s getting started, upgrading or using new features, we’re here to help.
- Free phone support available Monday to Friday 5am to 5pm PST or reach us on-line via our 24-hour live chat support.

IMPORT DATA FROM SOME PREVIOUS QUICKEN VERSIONS
Easily import data from Quicken 2007, and Quicken for Mac 2015 & 2016, and Quicken Windows 2010 or newer versions.

To learn how Quicken protects your privacy, please visit page www.quicken.com/privacy

By downloading this product, you acknowledge you’ve read and agree to Quicken End User License Agreement and Quicken’s discontinuation policy accessible on this page.

1 Credit score report and monitoring alerts (Quicken for Windows) and data download from participating financial institutions or other parties are available until April 2020; customer phone support, online features and services vary, require Internet access and/or may be subject to change, application approval, fees, additional terms and conditions. 15,000+ participating financial institutions as of 10/1/2016.

2 Standard message and data rates may apply for sync, e-mail and text alerts. Visit www.quicken.com/go/apps for details. Quicken app (“App”) is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2014 and above desktop products. Earlier versions of the App prior to Quicken 2014 will not work with Quicken 2015 through 2017 desktop products.

3 Paying bills with Quicken is available only if you have Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) or if your bank allows you to access their bill pay product through Quicken. Application approval, fees, and additional terms and conditions may apply.

* Limited-time offer of 40% off the list price applies only to the purchase of Quicken for Mac 2017 by January 10, 2017. Offer listed above cannot be combined with any other offers. Terms, conditions, pricing, features, offers, and service options subject to change without notice.

Rankings

Overall :
#22 : Top Grossing Mac Applications
#100 : Top Paid Mac Applications

Categories :
#1 : Top Grossing Mac Applications [Finance]
#2 : Top Paid Mac Applications [Finance]

Screenshots Mac OSX :

Screenshots Mac OSX Screenshots Mac OSX Screenshots Mac OSX Screenshots Mac OSX Screenshots Mac OSX

Category

Business , Finance


Comments and Ratings for Quicken 2017

Quicken 2017 (4.4.3)
3/5/2017 2:52:00 PM 4/5 By kmorast
I have been using Quicken for about 20 years almost exclusively on a Windows machine. Once I got a Mac it took me a bit of time to get used to the way the Mac version works. It is not perfect, but it works very well. The Quicken 2017 app for my iPhone syncs up perfectly with my desktop which makes it easy to keep Quicken 2017 for Mac updated when I am on the road. I highly recommend this app for keeping track of your finances.

I like everything except the budget tool (4.4.3)
2/26/2017 6:31:00 PM 3/5 By Steamed in South Florida
I have used quicken for Windows for years but wanted to get something for my MAC as that is now my main personal computer for home. The budget tool for 2017 is terribly buggy. I keep hoping to hear that Quicken is doing something to make it better. I did have issues with accounts updating consistently with the windows version but I have been pleased with the MAC version in this respect. Expect to be frustrated with the budget tool if you buy this. Their support was not very helpful . If they improve the budget tool then I am a fan of the MAC version. Everything else works great for me.

Don’t purchase Quicken 2017 for Mac (4.4.3)
2/20/2017 11:24:00 AM 1/5 By Raoul O'Banyon
I should have taken all the reviews to heart. This is a terrible piece of software. It’s not intuitive in the least and rife with errors when importing CSV files. If you insist on spending the money, save yourself the frustration of actually trying to use the product by throwing the USD79.99 plus tax directly in the trash. You’ll feel better for it.

Useless waste of money (4.4.3)
2/17/2017 2:44:00 PM 1/5 By Piggers1
I purchased this product having used Quicken for windows for years. The product doesn’t let me update share quotes manually. I am in New Zealand and don’t want the US automatic updates. The end result is that I spent a lot of time manually movingly data across, but the product lacks basic intuitive functionality in the investment sphere.

Still not as good as 2007! (4.4.3)
2/10/2017 9:52:00 AM 1/5 By MickiPark
I once again paid $$$ for Quicken for Mac and am disappointed. Quicken 2007 gives me the simple category reports I want. It’s easier to post transactions and deal with splits. (I use it to keep an envelopes type budget.) All the cute screen bling does nothing for me. I don’t know why they can’t get it right again. I’m sticking with 2007!

it was good (4.4.3)
2/9/2017 7:45:00 PM 1/5 By Air3200
This was the best money apps ever now will it. After losing my data twice i just DELETE IT.

Do not buy this product if you use Quicken for Windows! (4.4.3)
2/7/2017 11:27:00 AM 1/5 By TheOMNA
I've been a failthful user of Quicken for Windows for years without any serious problems. I purchased this software in the hopes that I could have Quicken on my Macbook Air. Only after dropping $45 dollars on it did I find that QuickenConverter (the software that converts your Windows .QDF file to Mac .QDX) crashes every time I try to use it. I checked the online forums and founf that other users have experienced the same problem. I spent an hour on the phone with Quicken tech support without any resolution. In other words, there is no way for me to get my financial information (checking account, credit cards, stock portfolio, etc) from Windows to Mac other than manually entering it. No thank you! Do not buy this product.

Finally, a good money manager for the Mac (4.4.3)
2/5/2017 12:25:00 PM 5/5 By user1724
I have been using iBank for years. It's OK but investment management is wanting. Been waiting on Quicken to get their act together. They finally have. Quicken for Mac 2017 should meet the needs of 99% of the people. Imported my iBank QIF file, no problems. Investment management is solid. Transactions are intuitive. There is a lot of flexibility in the transactions and views. But I will point out three things . . . 1) Balancing (reconciliation) is a running total, not done and saved by statement. I am fine with that, others may not be. 2) While it lets you schedule bills for all accounts, if you schedule a bill to be paid from a brokerage account (which it will let you do - everyone has the all-in-one brokerage accounts these days) the bill cannot be shown in the bill list (brokerage accocunts are not included in All Accounts??). So all your scheduled payments cannot be seen in one list, such an obvious flaw. 3) It does multiple currency support by account. You cannot specify the currency by transaction. But even with those “flaws” I cannot dock it a star, it is a very good personal finance app for the Mac.

Slightly better than previous versions (4.4.3)
1/31/2017 4:19:00 PM 2/5 By Jules2341
I have extremely basic Quicken needs. I’m not trying to run a business or keep tabs on investments. I just really like having the ledger and bill reminders in a format that is easy to read and use. Quicken for Mac cannot seem to do this, for some reason. I just want to easily track my spending via downloads from their web sites (which is why other Mac-friendly programs like Moneydance - which I loved save for the lack of access for some of my accounts - is not an option for me) and I want to have simple, easy to use bill reminders that I can edit on the fly. Why is the bill reminder feature of this software so unintuitive? God help anyone wanting to use this for anything more complex. Yet again, another Quicken for Mac fail.

Not user friendly (4.4.3)
1/29/2017 10:18:00 AM 1/5 By _ŒÂ◊
Categories/notes autofill cannot be turned off. Stores that sell different categories (groceries and gas, for instance) always need corrected. Within a category, tags autocomplete. So all my gas transactions downloaded get assigned to a single vehicle, requiring correction. Anything I buy with Paypal has to be corrected, too. Support is slow and unhelpful.

DON’T PURCHASE THIS PRODUCT (4.4.3)
1/28/2017 12:51:00 PM 1/5 By TRFRMMT
I too have used Quicken for years and Quicken for Mac since 2009. I just wasted $75 on an inferior “upgrade" that can’t even make transfers between accounts of two different currencies. Don’t be fooled by the facelift…ie improved user interface as the functionalities of Quicken for Mac 2017 are far less than the Windows version or older versions of Quicken. The new owners of Quicken seem unapologetically unconcerned that Quicken for Mac 2017 has only the same features as many FREE apps you can download on your phone. This is the fist negative review I have ever written, but the sheer awefulness of the product deserves to be known. Beware of purchasing this product if you want to do more than just balance a simple bank account.

Still Bad, After All These Years... (4.4.3)
1/26/2017 8:39:00 AM 1/5 By rayward43
I was a committed Quicken user 10+ years ago when I was on Windows. Quicken for Mac was so bad back then that, after converting to Mac, I eventually learned to let go of my historic data and go on without it. I figured that now might be a good time to give Quicken for Mac another go as it’s been a long time, they claim to have worked really hard on this version and I would be starting with a blank page. I was wrong. It does not sync directly with my bank; the same bank that used to sync with my old Windows version over a decade ago. I have to download those transactions manually and, of course, bill pay is a non-starter. It cannot set up an amortized loan (another feature available forever in the Windows version) which means that I have to edit scheduled mortgage and car loan payments each month to adjust the principle and interest amounts. This bleeds into the budget feature, in that the budget becomes increasingly inaccurate each month as the principle amount grows and the interest amount shrinks. Compounding this, the app offsets the credit in the loan accounts against the payment from checking - zeroing out the transaction and rendering the budget useless. In summary, it’s bad at syncing with banks, bad at setting up loans, bad at handling transactions and bad at budgeting. These are the only features I use. Stay away.

Finally, a good money manager for the Mac (4.4.1)
1/22/2017 8:56:00 AM 5/5 By user1724
I have been using iBank for years. It's OK but investment management is wanting. Been waiting on Quicken to get their act together. They finally have. Quicken for Mac 2017 should meet the needs of 99% of the people. Imported my iBank QIF file, no problems. Investment management is solid. Transactions are intuitive. There is a lot of flexibility in the transactions and views. But I will point out three things . . . 1) Balancing (reconciliation) is a running total, not done and saved by statement. I am fine with that, others may not be. 2) While it lets you schedule bills for all accounts, if you schedule a bill to be paid from a brokerage account (which it will let you do - everyone has the all-in-one brokerage accounts these days) the bill cannot be shown in the bill list (brokerage accocunts are not included in All Accounts??). So all your scheduled payments cannot be seen in one list, such an obvious flaw. 3) It does multiple currency support by account. You cannot specify the currency by transaction. But even with those “flaws” I cannot dock it a star, it is a very good personal finance app for the Mac. EDIT > Last update added auto-backups. While not critical if you use TimeMachine, nice addition.

converted tool crashes repeatedly (4.4.1)
1/17/2017 6:34:00 PM 1/5 By waferhead44
terribly disappointing….. the converter tool crashes and there is no apparent work around. so sad that a product like this is put into market and even sadder that these bandits took my $75. quicken, please get your act together !!!!

Much improved and easier to use than Banktivity (4.4.1)
1/16/2017 7:00:00 PM 5/5 By Fgdghhb
Short review - give it a try. They seem to be on the right track. Long review - I have used financial software since the mid 90’s. I was a long time Quicken user and loved it however about 15 years ago I switched to Macs for many reasons. Quicken for Mac had always been the red headed stepchild in the Intuit world and there weren’t any good native Mac apps at that time. I continued to use my Quicken windows with Parallels but that was also a pain and hassle. I decided to try a native Mac version. After much research, i decided to try iBank. I ran the two programs together for about 6 months until I was sure that it was working and then on 1/1/2010 I cut the cord and have been using iBank exclusively. While iBank got the job done, it was always clunkier and much less refined than Quicken for windows. I accepted it because I didn’t want to go back to the hassle of running Windows on my Mac as well as the trnsition hassle factors. After using it for 6 years, iBank has made some progress but there are many, many quirks that have never been addressed. It just is not as easy and intuitive as Quicken. When I heard that Quicken for Mac had a new owner, I was hopeful that they would show it the attention that was needed. I have waited in the wings and when the 2017 version came and was on sale for 40% off, I decided to try it out. I have spent the weekend getting it set up. I have a large and complicated data file so the conversion process from iBank to Quicken was not flawless. I have found that the conversion process does not like a lot of splits and transfers. I had the same issue going from windows to mac versions. In an ideal world I’d like to keep my data from all the way back to 1994 but it’s not worth the effort especially for household expense reports etc. When you get down to it, what difference does it make what you spent on groceries 6 years ago. I decided to just start fresh from 12-31-16. I have been reconciling the old data in my investment accounts to get the cost basis right but the process is very easy. Just working on it for the past few days I definitely notice that this version is much more intuitive and easy to use than iBank.There may be features that are missing but it definitely does the basics well. I am surprised that TransAmerica is not a supported broker but …..The budgeting process is much better and even generating reports and customizing them is much easier and intuitive than iBank. My plan is to run the 2 side by side for awhile but my initial imp[ression is overwhelmingly good. I’m not sure what these bad reviews are about. I am just a guy that likes to keep track of my finances so I have no dog in this fight. If you haven’t started using anything yet, I’d definitely go with Quicken 17 for Mac over iBank. The initial set up is better. If you have already been using a program, you have to decide whether the cost and hassle is worth it. For me the main reason to give Q17 for Mac a try was a frustration that iBank has not made any significant improvement in the day to day user experience to make things easier. It still feels and acts awkward compared to Quicken. Quicken isn’t perfect but I’m more optimistic that they’ll keep adding features than iBank. They have been promising a major upgrade for quite some time and there is still no timetable. I didn’t want to wait any longer. I’ll update once i”ve been using it longer. BTW - I know it’s called Banktivity now and not iBank. I wish they’d spent the time and effort on improving the user experience than on changing a name that worked just fine in my opinion. UPDATE 1-16-17 - I have now been using this for 2 weeks and still no major issues. I honestly don't get the 1 star reviews but everyone is entitled to their opinion. The more I use it the more I realize how much better thought out it is to use than Banktivity. Assuming no new issues arise, I doubt I'll run it parallel to Banktivity much longer. It really is much simpler to set up and use.

Not happy (4.4.1)
1/13/2017 3:59:00 PM 1/5 By Raven9000
Purchased Quicken 17 thru the Apple App store. Installed it three days ago. Still cannot find/record the investment accounts at my bank. The checking and savings account balance and register show, but nothing else. I have tried for hours using the instructions on the quicken website as well as the bank’s website. I plan on calling customer support at quicken and/or the bank for more answers and will continue this review at a later date. If I get the answers and corrections I need I will resubmit a review or add to this review, but at this time I am NOT HAPPY.

Generates Dupicate Transactions Resolved (4.4.1)
1/13/2017 9:09:00 AM 5/5 By Swgaspar
Customer Service was able to resolve a duplicate transaction problem with my bank quickly. Good customer service!

So many limitations compared to Windows version (4.4.1)
1/11/2017 9:46:00 AM 1/5 By MNAZe
This product is a joke. You pay the same price for a tool in Mac that has half of the features that the Windows version has. I purchased this to move my financial tracking over to my Mac instead of my PC laptop. I’ve been a Quicken user since 2002 and have upgraded at every forced upgrade interval (at the very least). This product has significant limitations compared to the Window’s version, and I’m sure I’ve only encountered a small amount of them. To start, there is no way to rollover unused funds to the next month in the budget tool. Also, there is no way to automatically match items from the bills section to bills paid automatically/items in the register downloaded from the bank.

Works great- after difficult conversion from windows (4.4.1)
1/9/2017 11:38:00 PM 4/5 By Compfused2
It was a very difficult conversion from Windows Quicken 2013. I utilized Quicken phone support to resolve the problem. The tech stayed on the phone with me until the problem was fixed! What worked was importing my Windows Quicken data via a backup of a backup .QDF file (.QDF-backup). The most recent backup .QDF wouldn’t work- all account values and transactions were incorrect after import. The basic path we took on the MAC Quicken menu after installation was-- FILE- NEW- select "Start from a Quicken for Windows file"- sign in- select "Don't use mobile"- Select File to Convert That wasn’t all of the little details in the process but hopefully it’s enough to help someone. Once we took a path that worked, it seemed easy. Maybe they will improve the process or provide better instructions? Once into the software, it works fine and I will probably like it. I haven’t used the online banking feature and can’t comment on it. If you’re willing to wait on the phone for a while and spend some time with the Quicken phone support, they are more than willing to help you.

The Mac version does not have all the features of the Windows version (4.4.1)
1/9/2017 5:50:00 AM 3/5 By DFAIS
The Mac version does not have all the features of the Windows version, Be careful - if you’re coming from Windows, this Mac version is missing several important features, such as loan amortization and 401(k) wizard. Very disappointed.

The Cusp of Greatness (4.4.1)
1/8/2017 7:47:00 AM 4/5 By Todd Clifton
Seriously. Quicken in the post-2016 spin-off-from-Intuit has made good on their promise to focus on customer needs and requests. This is the best version of Quicken on the Mac in decades, if not ever. After using it for a month, I will come back and, I anticipate, add a fifth star to my rating. Great job, Quicken team. Thank you for listenting. (Side note to Apple: work closely with Quicken. I, for one, am putting off a leap over to Windows, simply because this version of Quicken is so good.)

App Looks Good…Windows Conversion Lousy (4.4.1)
1/6/2017 3:45:00 PM 3/5 By BergyBrew2004
Like many others, I have been waiting for a Mac version of Quicken that actually works. I read all the current reviews and should have realized, buying 2017 from the App store. It looks like if I had bought the download version from Quicken that version would have actually imported my 2015 for QDF Windows file. Quicken’s support doesn’t help considering both versions of their converter crash and don’t give me a usable QFX. Help from other reviewers was nice, but none of the steps listed appeared on my screens. After nearly four frustrating hours, I exported a QIF file from the Windows version and imported that into my Mac version…disregarding the warning I should “reconvert using an updated converter". In the end, I had to change account types for a few accounts that were changed during the conversion, but my account balances agree and spot checking only revealed a few imported transactions requiring categories to be re input. Other than that, it’s time to learn how to use the Mac version as many screens are different.

Not sure what went wrong... (4.4.1)
1/5/2017 2:18:00 PM 1/5 By Woodsman602
I’ve been using financial tracking software since switching jobs in 2002. I started with Microsoft Money and switched to Quicken Home and Business for a PC when it was no longer supported. This year i switched over to a MAC so I purchased the Apple version. In 15 years i’ve never had issues with reconciliations before…on both manually and down-loaded statements. If you dont reconcile you’ll probobly be ok. The statement balance is basically ignored by Quicken…when i manually change to the statement balance it creates an adjustment back to the balance it thinks it should be. The ending statement balance that you set never carries over as the beiginning balance to the next month…even if you allow it to make the adjustments. If you like your books to balance…move on.

Deliberately Crippled Software. (4.4.1)
1/4/2017 8:59:00 AM 3/5 By Needs-A-Re-Do
Check to see if your financial institution “supports,” meaning pays Quicken for being able to send you a QFX file, meaning to a Mac. Quicken apparently charges for the privelege of sending to Windows or Macs and makes a distinction. The QFX file is identical but Quicken checks first to see if the institution is paying them to send to a Mac. If not they will not allow the sending out or importing in the file. Meaning you have a perfectly good QFX but in the file is the bank’s ID & whether it is paying for Windows or Mac exchange or both. If they are not paying for a Mac customer to receive the file, you cannot import the file. If the bank doesn’t “support” Macs, Quicken wants you to complain to the bank. I’d prefer Quicken not penalize customers for a few cents more. Similar problem inporting files in general. No reason why Quicken cannot import formats that are open and used by everyone else including ofx & qif, etc. Even migrating between Quicken versions can be problematical.

Waste of money (4.4.1)
1/3/2017 12:05:00 AM 1/5 By SoCalMacca
Program crashes when you attempt to delete a scheduled transaction. No loan amortization functionality. Are you serious?

Much improved and easier to use than Banktivity (4.4.1)
1/2/2017 7:16:00 PM 5/5 By Fgdghhb
Short review - give it a try. They seem to be on the right track. Long review - I have used financial software since the mid 90’s. I was a long time Quicken user and loved it however about 15 years ago I switched to Macs for many reasons. Quicken for Mac had always been the red headed stepchild in the Intuit world and there weren’t any good native Mac apps at that time. I continued to use my Quicken windows with Parallels but that was also a pain and hassle. I decided to try a native Mac version. After much research, i decided to try iBank. I ran the two programs together for about 6 months until I was sure that it was working and then on 1/1/2010 I cut the cord and have been using iBank exclusively. While iBank got the job done, it was always clunkier and much less refined than Quicken for windows. I accepted it because I didn’t want to go back to the hassle of running Windows on my Mac as well as the trnsition hassle factors. After using it for 6 years, iBank has made some progress but there are many, many quirks that have never been addressed. It just is not as easy and intuitive as Quicken. When I heard that Quicken for Mac had a new owner, I was hopeful that they would show it the attention that was needed. I have waited in the wings and when the 2017 version came and was on sale for 40% off, I decided to try it out. I have spent the weekend getting it set up. I have a large and complicated data file so the conversion process from iBank to Quicken was not flawless. I have found that the conversion process does not like a lot of splits and transfers. I had the same issue going from windows to mac versions. In an ideal world I’d like to keep my data from all the way back to 1994 but it’s not worth the effort especially for household expense reports etc. When you get down to it, what difference does it make what you spent on groceries 6 years ago. I decided to just start fresh from 12-31-16. I have been reconciling the old data in my investment accounts to get the cost basis right but the process is very easy. Just working on it for the past few days I definitely notice that this version is much more intuitive and easy to use than iBank.There may be features that are missing but it definitely does the basics well. I am surprised that TransAmerica is not a supported broker but …..The budgeting process is much better and even generating reports and customizing them is much easier and intuitive than iBank. My plan is to run the 2 side by side for awhile but my initial imp[ression is overwhelmingly good. I’m not sure what these bad reviews are about. I am just a guy that likes to keep track of my finances so I have no dog in this fight. If you haven’t started using anything yet, I’d definitely go with Quicken 17 for Mac over iBank. The initial set up is better. If you have already been using a program, you have to decide whether the cost and hassle is worth it. For me the main reason to give Q17 for Mac a try was a frustration that iBank has not made any significant improvement in the day to day user experience to make things easier. It still feels and acts awkward compared to Quicken. Quicken isn’t perfect but I’m more optimistic that they’ll keep adding features than iBank. They have been promising a major upgrade for quite some time and there is still no timetable. I didn’t want to wait any longer. I’ll update once i”ve been using it longer. BTW - I know it’s called Banktivity now and not iBank. I wish they’d spent the time and effort on improving the user experience than on changing a name that worked just fine in my opinion.

Waste… No Budget Planning Tool for Mac (No Deluxe for Mac) (4.4.1)
1/2/2017 4:38:00 PM 1/5 By NOicken
There is not budget planning tool for Mac… After inputting all my expenses.. went to attempt to input a budget but than i found out that the MAC version doesnt have budget plannign tools… What a f… waste!!!

File conversion from Windows doesn’t work (4.4.1)
1/2/2017 3:24:00 PM 1/5 By Josh Randall
The file conversion to Mac that is built into Quicken 2014 doesn’t work for this, nor does the stand alone converter. I’ve tried most of the solutions offered here, but to no avail. I do not recommend buying this if you are coming over from Windows, at least until the conversion issue is solved. I can’t comment on the program itself because I don’t have a usable data file to work with.

Much improved - Came back to Quicken after a few years with iBank (4.4.1)
1/2/2017 2:01:00 PM 5/5 By Zeos786
Best Mac verison yet. After using Banktivity and iBank for a few years, Quicken for Mac is now the leader. Banktivity does not have reliable transaction downloads and balances. Quicken is cleaner and more reliable in this area. Budegting and Reports are also more intuitive and reliable. Tracking incestments looks great and is accurate/effective. I hope that Intuit keeps up the progress on this app. For now, it is very useable. Great to be back to Quicken.

The Best Of The Best! (4.4.1)
1/2/2017 1:53:00 PM 5/5 By Jace Nicklien
I have used most of the finance apps over the years. I could never find one that I really liked. I’m a computer programmer so I figured I would just create one myself. While writing my own app I discovered Quicken. I soon realized that the app I was trying to create had already been created. In my opinion, Quicken is perfect, I soon abandoned the app I was creating and have used Quicken for several years now. That said, I think paying full cost everytime they release a major version is unreasonable. In my opinion, upgrades should be no more than 50% of the full app price. Hopefully Quicken will change their upgrade policy to something a little more reasonable. For now - like most people I suspect - I only upgrade every 2 or 3 versions, which brings my average cost down to a more reasonable $25 per version. If you are considering purchasing Quicken, I would highly recommend that you do. At the time of this review, Quicken does offer a 60 day refund policy, so if you are not happy with it, you get your money back.


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