Also, Quicken 2006 for Mac continues to work perfectly well for me to this day. Credit/debit cards Order checks Set alerts for important account info.An update to this review for Quicken 2019 for Mac is available here.UPDATE : Intuit sent my refund within a couple of weeks so I do appreciate that. Quicken for Mac 2017Clients can review their account balances and transactions through online. 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. One of the largest changes in 2018 is that Quicken finally adopted a subscription-based payment model. Quicken for Mac past updates Quicken for Mac 2018.Like an accounting system at the office, a well-managed home needs its own financial record keeping. Applying finance strategies I’ve used in managing businesses to my personal finances has paid dividends. I’ve always tried to be disciplined when it comes to money, and as a CPA and business planner as my chosen vocation, managing my own money comes pretty naturally. PUP.Personal financial management is important to me. 365 and Office Home & Business 2019 can be installed on either a Mac or PC.
![]() The PC was all business.Fast forward another ten years. This was OK because I had compartmentalized the Mac and PC this way: the Mac was for creative work: movies and photos, writing, games, family time. Quicken wasn’t available on the Mac at that time, so I kept my financial records on the Dell. It was fun to return to Apple with a beautiful new iMac at home while I used a Dell laptop for work. Oh well.I switched back to a Mac at home in 2003. And remind myself of how little I had back then. ![]() I was coming from Quicken 2014 for Windows so I chose that option, found my Quicken data file and clicked proceed. You can either start from scratch or import an existing Quicken file. The Transition from Windows to MacInstallation was uneventful in my case. I might waste $75, but if there’s a chance it can work for me, I would be able to leave the PC software world for good. I spent about an hour reading up on the new software and decided to try it. And guess what? The early reviews were positive for a change. That was a nice way to start.There were a couple problems. The process took about five minutes during which the familiar account bar on the left-hand portion of the screen progressed from a meaningless gobble of positive and negative balances to finally the exact balances I had in the Windows version. Fourteen years of some pretty complicated financial transactions made me think this couldn’t really work. The process created a new data file for the Mac software while leaving the original unchanged and still usable by its Windows counterpart.During the import process, I watched the progress bar with some trepidation. Run ipad emulator macSetting up online downloading of transactions was pretty straightforward, and once you get the hang of it, maybe easier than on Windows.Any budgets I had created in Windows did not carry over to the Mac version. Once discovered, it was easy to go back and delete the temporary account transactions, but it took some time to discover and I received no warning messages during the import process that this had happened.My financial institution account logins and passwords did not carry over from the PC version and it was a little confusing at first to figure that out. Later I found that this was a doubling of an actual credit card account that I had opened and closed in the past five years which resulted in a double-posting of the transactions for that account. Gone was the incredible bloat of 20 years of features added to the legacy Windows product. Initial ReactionsMy initial impressions were mostly positive. The budget creation and edit process are a little clunky but no worse than Windows.With my accounts fully connected to their respective financial institutions and my budget created, I was able to better evaluate the new user interface and capabilities of the Mac version. Quicken 2018 Set Category For Ed Transaction Trial Of UsingI learned a lot more about the software’s feature set and a growing list of things I missed from the PC version. A Year Later: Quicken 2018 for MacI continued my trial of using the Mac version of Quicken over the course of the last year, choosing the simplicity of a native application. There’s also no way that I could find to schedule a loan/mortgage payment based on an amortization table which is a weird omission for a personal finance program (more on this in the next Quicken 2018 for Mac section). Still, It feels like reporting is a work in progress. The register and data entry tools are far better and fit the retina display capabilities of the Mac whereas the PC version ported through Parallels always needed tweaking just to see your transactions.Reporting is much more basic and less customizable, but I found I was able to get the information I needed from existing reports and from an onscreen analysis that didn’t exist in Windows. Investment tracking is simple but accurate. In fact, I already considered Quicken a subscription service after having to upgrade every two to three years just to keep bank and credit card downloads working properly. I waited four weeks to purchase a subscription (more on this later) after reading many, many negative reviews of the update, mostly about the outrage customers felt about being forced to pay each year for a substandard piece of software.Quicken’s decision to move to a subscription service, alongside so many other software developers this year, didn’t surprise me. After 12 months and a lot of financial transactions later, it would take a tremendous effort to reconstruct my financial world in that PC software, so I resigned myself to deal with the good and the bad of the Mac version of the software.In November, Quicken released a new version for the Mac, Quicken 2018. However, if they fail to make improvements and continue to hobble the product after now forcing customers to pay annually, this will hasten their demise, at least on the Mac platform. In my view, the developers of Quicken have an opportunity to use this steady income from subscriptions to finally make the necessary improvements to the Mac version after so many years. I’m OK with this, though I know many, many other customers are upset. That’s like buying the software every two years which is about what I have done over the past decade. I now have a license for both Mac and PC if I choose to somehow migrate back. ![]()
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