We will be pleased if you will be back to us over. Quicken - YouTube. Intuit on Thursday announced the release of Quicken 2015 for Mac, the latest update to the long-running. I just purchased Quicken 2015 for my Dad, he had Essentials from 08needed to get Quicken 2015 for Dummies - Walmart.com.
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. While last year's version was a big improvement, it still wasn't there for everyone.
After using Quicken for Mac 2019 for several weeks, we're happy to see that Quicken has continued the improvements over prior years. It's not as robust as we'd like to see yet, but it's definitely been moving in the right direction. So, how did Quicken for Mac 2019 do? Honestly, it's an incremental improvement over 2018. But we like the direction it's going, and if you can get a great deal on pricing (which you typically can on or when they have a sale), it could be worth it. Key Features Of Quicken For Mac 2019 Quicken For Mac continues to build on the many traditional features that Quicken users expect. As always, it comes with great spending tracking (compared to other online options like and ), it has investment tracking, and budgeting.
For 2019, they have improved the usability of the platform, but the navigation is still a little challenging. Even after using Quicken for about a week, I still find it hard to get to different reports. It's not intuitive. They also improved the web interface for Quicken. If you don't want to use the desktop software, and prefer a web version (like what you get with Mint), you can have that now. But I prefer the app over the web version.
Here's what the home screen looks like. The pricing for Quicken For Mac 2019 continues to be a focus point for most users. Quicken changed their pricing model last year to a subscription-based model, instead of a one-time fee. I see this as both good and bad. It's bad, because many Quicken users kept their software for years, and never upgraded. For users, this was fine - because you could avoid bad rollouts like Quicken for Mac 2017.
However, to continue to receive updates and banking information, you had to update every few years anyway or Quicken would cut you off. It's good, because my hope is with more recurring revenue, Quicken can continue to improve their software and ensure banking connectivity. Quicken For Mac 2019 has three price points this year. I think 90% of users would benefit simply using the Deluxe version, which is $49.99/yr at full price. Here's what the pricing looks like. It's hard to say if Premier is worth the huge additional price. I think Deluxe is the best value, for the added features of investment and loan tracking.
But I've never used BillPay, and I highly recommend that most people don't use a service like BillPay because not only does Quicken charge more, but many banks charge for the service as well. Note: For Windows, there is also a Home and Business version. However, we think most consumers with a small business would benefit more from using a tool like, versus using Quicken Home and Business. Special Promotional Pricing As you probably already know, Quicken is notorious for running promotional pricing all the time.
Recently, they were offering 40% off their prices - which I think is a fair price for the product. I would have a hard time paying $49.99 per year for Deluxe, but paying $29.99 per year makes much more sense - especially considering that I would typically upgrade every 2-3 years, this aligns much better with the pricing I'd expect. However, in our search for deals, we found that Amazon.com is offering a 14-month subscription of the Deluxe version for $38.49 (which is 30% off full price). Given the $49.99 price is $4.17 per month, Amazon's deal is $2.75 per month. Still not as good as Quicken's own sale, but the second best deal we've found. Quicken World Mastercard Another interesting product/feature that Quicken launched this year is the Quicken World Mastercard.
The Quicken credit card provides real-time transaction notifications in the Quicken mobile app, and offers integration with Quicken for Mac desktop. This card also gives you a free year of Quicken Deluxe when you spend at least $500 in the first 90 days. If you already have a subscription, you'll get a 1 year extension. The card offers 2x rewards points on all your qualified spending, and has no annual fees. Given that this card is really about integration with Quicken, we're surprised that you don't get Quicken free every year as long as you spend at least $500 per year. Otherwise, all the rewards are on par or below the other.
22 Shares Filed Under: Tagged With: Editorial Disclaimer: Opinions expressed here are author’s alone, not those of any bank, credit card issuer, airlines or hotel chain, or other advertiser and have not been reviewed, approved or otherwise endorsed by any of these entities. Comment Policy: We invite readers to respond with questions or comments. Comments may be held for moderation and are subject to approval. Comments are solely the opinions of their authors'. The responses in the comments below are not provided or commissioned by any advertiser.
Responses have not been reviewed, approved or otherwise endorsed by any company. It is not anyone's responsibility to ensure all posts and/or questions are answered. About Robert Farrington. Robert Farrington is America's Millennial Money Expert, and the founder of, a personal finance site dedicated to helping millennials escape student loan debt to start investing and building wealth for the future.
You can learn more about him One of his favorite tools is, which enables him to manage his finances in just 15-minutes each month. Best of all - it's free! He is also diversifying his investment portfolio by adding a little bit of real estate. But not rental homes, because he doesn't want a second job, it's diversified small investments in a mix of properties through. Worth a look if you're looking for a low dollar way to invest in real estate. You’re totally right on that long term value – that’s why I’m not sure at full price. However, at $29.99, now we’re talking $300 over 10 years – which is on par with what Quicken users have been paying for the last 10-15 years anyway with required upgrades.
You have to remember, Quicken pays to have access to that bank connectivity. I’ve heard it costs about $1 per account per year for a service like Quicken. When you think that the average user probably has 5-10 accounts linked, their ongoing data expense alone is $5-10 per each user. It makes sense that on that cost alone they can’t offer bank connectivity forever at a single one time fee. I’m concerned about the inability to track “Transfers” to loan accounts in the Budgeting function.
Our family was setting up a budget that involved 13 loans including 11 student loans that have to be paid for out of our checking accounts every month. This obligation is a substantial portion of our family budget, yet cannot be tracked with the latest version of the Quicken Deluxe for the Mac platform. Many other users in the Users Forum complain about this deficiency and Quicken promises that they are aware of it and plan to make changes. Is this a fatal flaw for families that need to budget loan payments, or are you aware of a workaround that will address this problem. So I’m confused. Is it because when you setup the loan, it only counts the interest as the expense and not the full amount (since part of it was a transfer)? What I’ve found to work is renaming the split (I had to do this in prior versions of Quicken as well, and early versions with Credit Card Payments even) – “Student Loan Payment”.
You could even get specific by loan type. It looks like this: Then, when you go into your spending and budgeting, you can see it here – just look at the line for both Student Loan Payment and Loans (which is interest and I could also rename). I have been using Quicken Mac 2007 for all this time because my stock data has multiple lots with different purchase dates. I bought the 2018 edition because they claimed it will handle multiple lots — and it does, though the import had a few glitches which I was able to work around. But I’m sorry I spent the time doing that, as the 2018 version is severely crippled. It won’t even let you print or export a simple “portfolio value report”: about the most basic function I can imagine; all you can do is look at it onscreen.
Custom reports are all about transactions, not current holdings and values. It claims to generate exportable files for transfer to Q Mac 2007 and for Q Windows, but neither of them worked. So your data goes in, but you can’t get it out, which doesn’t satisfy their “data guarantee.” I discovered this a few days after the 30-day money back period, but was able (after hours unsuccessfully trying to reach a chat agent, and half an hour of phone hold) to get them to refund my purchase price, but I’ll never get back the time I spent fixing the data importing or trying to make it do what it ought to do. I would advise everyone to avoid this product. Quicken Mac 2018 is a glorious flaming waste of time if you want a semblance of tracking investments. I have been using Quicken Mac since 2004. I have diligently been forced into upgrading purely because mac has improved with time and no longer can run older versions of Quicken.
I am now on the 3rd round of customer service calls. (I installed Mac 2018 this morning.) I am an expert Quicken user and know my way around my mac. Importing my data file was a breeze. Thanks for that. My issue – when I sell shares of a security, it doesn’t update in the portfolio or cash. Three rounds of customer service and I am now asked to enter a transaction to sell shares.
And a transaction to remove shares. And a transaction to add a ghost “placeholder.” And if its a full moon maybe your shares will actually appear correctly. The other option is to go into your account and delete every possible transaction relating to the security you just sold. Compliance and data integrity nightmare. The graphics are fun and pretty just don’t actually use the data generated.
Back to the drawing board quicken. $50 annual fee? Thats laughable! I have been using Quicken 2007 for 11 years.
I pay my bills with Quicken, and reconcile my checkbook by downloading bank transactions with Quicken. I believe that at one time, I paid my bank a monthly fee for this privilege, but as far as I can tell, I pay nothing now. How is Quicken 2018 different in this regard?
Once upon a time, I reconciled my credit cards by downloading transactions from my credit card companies. I stopped doing that some time ago, but should I wish to start up again, does Quicken 2018 support that, and is there a charge for that?
I would just continue to use Quicken 2007, but I am concerned about the upcoming abandonment of 32 bit applications by Apple. Quicken 2019 has a dreadful user interface. GONE is the ability to run simple reports for this year, last year, date-to-date, etc. With any ease, if at all. GONE is the simple accounts window that you are used to. GONE is the empty register line at the bottom of your account window waiting for you to fill in the newest transaction (you have to use a “+” “New Transaction” clumsy interface now). I could go on.
The people who revamped this app appear to have done ZERO research with real world users. The investment firm who bought Quicken? They’re doing nothing good here.
I am one of thousands or millions stuck in Quicken 2007 and LIKE the interfaces in that version. Why can’t Quicken LISTEN to all the people screaming how unhappy they are with this product? I could care less about the online features. It’s just not there yet and I would never use it anyway. I have my stuff in the cloud, it’s fine. I use Quicken on a desktop or laptop so the phone app is of no use for me. It’s fine to build that in for those who like it.
But you have to perfect, as best as you can, the actual application first and foremost. Quicken has become bloated and unintuitive over the last few versions. They’ve lost sight of the original idea and purpose. This is simple bookkeeping. And simpler, is BETTER, when it comes to accounting software. Graphs, charts, and icons are fine, but can we please have the ability to turn them off. I don’t want to look at all the clutter constantly.
Give me an accounts window (without the unnecessary folders for cash, cc, investments), individual account windows when I open them, keep the legacy register format that has been used for many decades (it just plain works and makes sense, newest on the bottom, empty one at bottom ready to be filled in), a way to run reports the way it’s done in 2007 (again, simple, makes sense, easy to get what you want out of it). STOP the incessant altering and revamping. It does not work as well for the end users. Capital, sell this software to someone who gets it and will rework with some thoughtful acumen and intelligence. Forget the subscription plan too.
It’s insulting. People upgrade as needed every couple years or so without be forced into it. Subscription methods set a bad tone between the company and it’s users. Allow users the respect to upgrade when they choose rather than strong-arming them into it from the get go.
Back To Basics: Quicken Essentials For Mac Pro
Thank you for choosing Quicken for Mac! If this is the first time you are using Quicken, Quicken guides you through setting up your Quicken ID, adding your bank accounts and downloading your transactions Installing the App You will see the Install Quicken screen when you put in the CD or double click on the downloaded file. CD Drag Quicken to the Applications folder as instructed. Download (DMG File) Double click on the Quicken icon to install the application. Once installed, click the Quicken icon in your Applications folder to launch the program. Quicken will automatically download and update to the latest version of the application. Activate your Quicken Membership Purchases from Quicken.com When you purchase a Quicken subscription from Quicken.com, your purchase requires that you create a Quicken ID, or use your existing Quicken ID.
This Quicken ID is associated with your subscription membership, so you’ll use this ID to activate Quicken. After you sign in with your Quicken ID, your membership is activated. Purchases from a retailer (not Quicken.com) – a boxed version or download. On your computer, go to to. Click Download for Mac to begin the installation. After installation, sign in or create your Quicken ID to setup your profile.
When prompted, follow the on-screen instructions to enter your 16-digit activation code. Upgrading from Quicken for Mac 2015, 2016, or 2017 If you just upgraded to the new release of Quicken from a 2015, 2016, or 2017 version, Quicken will automatically find and convert your existing Quicken file.
Select Upgrade to the new version of Quicken using the data from this file and click Next to start using the file. NOTE: If the Quicken ID associated with your existing file is different than the Quicken ID you just registered your Quicken membership with, you will be asked if you want to Open and Change the Owner of the file. If you do this, you will need to reactivate your accounts for online banking (your online banking passwords are removed for security purposes). New User or Upgrading from Quicken for Windows, Quicken for Mac 2007, or from a different personal finance product After you’ve signed in and/or activated your membership, you’ll see a screen that asks what you’d like to do next. Start from a Quicken for Mac 2018 and Newer file. There is no file conversion process required to open a Quicken for Mac 2018 or newer file.
If the file doesn’t automatically open, click on the Open Quicken File button at the bottom of the screen. Find your file and open it. Start from scratch.
Select Start from scratch. Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps you’ll be asked to add an account. Quicken automatically downloads your transactions from bank and other financial accounts.
It’s good to add at least a checking account and all of your credit cards. After this you’ll see the Home tab which will suggest the other benefits of Quicken.
Start from a Quicken for Mac 2015, 2016, or 2017 file. Select Start from a Quicken for Mac 2015, 2016, or 2017 file. Select a file to open. Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps you’ll be asked to add an account. Quicken automatically downloads your transactions from bank and other financial accounts. It’s good to add at least a checking account and all of your credit cards.
After this you’ll see the Home tab which will suggest the other benefits of Quicken. Start from a Quicken Essentials file.
Select Start from a Quicken Essentials File. Select the Quicken Essentials file you'd like to open. Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps, you’ll need reconnect your accounts.
Click on account settings to figure out which accounts to reconnect. Start from a Quicken for Mac 2007 file.
Select Start from a Quicken for Mac 2007 File. Select the Quicken Mac 2007 file you'd like to open.
Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps you’ll be asked to reconnect your accounts. Follow the steps. Start from a Quicken Windows file. Select Start from a Quicken Windows File. Select the Quicken Windows file you'd like to convert.
CChoose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps you’ll be asked to reconnect your accounts. Follow the steps. Start from a.QIF file exported from another application Disclaimer Quicken has no control over the data that is exported from other personal finance applications. As such, our import is only as good as the exported data provided in the.QIF file.
We want to make the transition to Quicken easy, and have put a great deal of effort into handling issues related to missing or incorrect data that is imported from other personal finance applications. However, we have found gaps or missing data in these exported.QIF files, especially with investing transactions.
As a result, some data clean up may be required after your data is imported into Quicken. Note: Personal finance applications other than Banktivity and Moneydance have not been tested for import in Quicken Mac. Quicken supports data import from other personal finance applications such as Banktivity and Moneydance. For this, you need to first export data from the other applications into a.QIF file and then import the.QIF file into Quicken for Mac. Export data from Banktivity to a.QIF file. Open your Moneydance application. Select File Export.
On the Export Date window, select Format: QIF and date: All Dates. Save the newly created QIF file and exit Moneydance. Import an exported.QIF file into Quicken for Mac 2017. Open Quicken for Mac. Select File New to start a new data file. The Let’s Get Started window is displayed.
Select the option Start from a.QIF file exported from another application. Click Next. The Import data from another application window is displayed.
Follow the on-screen instructions and import the.QIF file into Quicken. Choose sync your data to the cloud to use the Quicken mobile app. Make your selection and click Next. After these steps, you’ll need reconnect your accounts. Click on account settings to figure out which accounts to reconnect. Monitoring alerts, data downloads, and feature updates are available through the end of your membership term.
Online services require internet access. Third-party terms and additional fees may apply. Phone support, online features, and other services vary and are subject to change. 14,500+ participating financial institutions as of October 1, 2018. Standard message and data rates may apply for sync, e-mail and text alerts. Visit for details.
Quicken 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 2015 and above desktop products. Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) is included in Quicken Premier and above and is available on as a separate add-on service in Starter and Deluxe.
15 payments per month included in Premier and above. Purchase entitles you to Quicken for 1 or 2 years (depending upon length of membership purchased), starting at purchase. Full payment is charged to your card immediately. At the end of the membership period, membership will automatically renew every year and you will be charged the then-current price (prices subject to change). You may cancel before renewal date. For full details, consult the Quicken Membership Agreement. You can manage your subscription at your My Account page.
Quicken 2019 for Windows imports data from Quicken for Windows 2010 or newer, Microsoft Money 2008 and 2009 (for Deluxe and higher). Quicken 2019 for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity.
Quicken Essentials For Mac Update
30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less shipping and handling fees. See for full details and instructions. Quicken for Mac software and the Quicken App are not designed to function outside the U.S. The VantageScore provided under the offer described here uses a proprietary credit scoring model designed by VantageScore Solutions, LLC. There are numerous other credit scores and models in the marketplace, including different VantageScores. Please keep in mind third parties may use a different credit score when evaluating your creditworthiness.
Also, third parties will take into consideration items other than your credit score or information found in your credit file, such as your income. VantageScore®, Equifax®, Experian® and TransUnion® are registered trademarks of their respective owners. All 2018 and newer versions of Quicken entitle users to 5GB of free Dropbox storage while subscription is in effect. EQUIFAX is a registered trademark of Equifax Inc. The other Equifax marks used herein are trademarks of Equifax Inc. Other product and company names mentioned herein are property of their respective owners.
Portfolio tracking included with Quicken Premier and Quicken Home & Business on Windows. Payment links are only available for Quicken Premier and Home & Business.
Illustrations © Adam Simpson. All rights reserved. © 2018 Quicken Inc. All rights reserved.
Quicken is a registered trademark of Intuit Inc., used under license. © 2018 Quicken Inc.
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