Quicken 2015 for Mac

[YatBob]

How accurate / easy is it for Moneydance to import and convert a Quicken for Windows data file?

Very easy copy the Quicken .qif file to a thumb drive, start Moneydance it will ask if you want to start new or import, point to the .qif file and it will convert, just did this a few days ago and so far looks very similar to Quicken for Windows and relatively easy to use

You can use Moneydance as a free trial with a limit of 100 entries, give it a try

Bob

 

[JoelBC]

Very easy copy the Quicken .qif file to a thumb drive, start Moneydance it will ask if you want to start new or import, point to the .qif file and it will convert, just did this a few days ago and so far looks very similar to Quicken for Windows and relatively easy to use

You can use Moneydance as a free trial with a limit of 100 entries, give it a try

Bob

Thanks...I will give it a go over Xmas as I will have a chance to spend some time trying the software...thx...

 

[joedec]

I've run Moneydance and Quicken at different times. The one big advantage I found with Quicken is direct access to banks, Intuit seems to have a lock on those features.

So I ended up running Quicken Essentials for the last few years, its been very stable for me. Now after a couple bug fix releases I bought a copy of Quicken 2015 V2.2.0 (Black Friday Sale at $44.99, with 60 days for a refund)

Quicken 2015 upgraded the Essentials files perfectly and has been OK so far. The design is poor like everything else Mac these days, its white and black and minimal. I plan to run a test case for a while before I cut over, we'll see how it plays out.

 

[JoelBC]

I've run Moneydance and Quicken at different times. The one big advantage I found with Quicken is direct access to banks, Intuit seems to have a lock on those features.

So I ended up running Quicken Essentials for the last few years, its been very stable for me. Now after a couple bug fix releases I bought a copy of Quicken 2015 V2.2.0 (Black Friday Sale at $44.99, with 60 days for a refund)

Quicken 2015 upgraded the Essentials files perfectly and has been OK so far. The design is poor like everything else Mac these days, its white and black and minimal. I plan to run a test case for a while before I cut over, we'll see how it plays out.

Please report back on your test case as I am most interested in the results...thx...

 

[JoelBC]

Well it is that time of the year again -- time to decide whether to upgrade my Quicken for Windows to the 2015 version.

The decision this year is made more difficult with the release of Quicken for Mac so a few questions those who have gone through the going pains to date:

1. As Intuit has released updates for Quicken for Mac have they gotten it to the point where it is as reliable, as stable and as functional -- at least for banking and investment purposes -- as Quicken for Windows?

2. Does Intuit's Quicken Mobile App only work with Quicken for Mac or does it also work with Quicken for Windows [as the literature seems to be conflicting and confusing on this point]?

3. What would you recommend to someone who relies heavily on Quicken and uses it on a daily basis?

Thanks.

 

[joedec]

Please report back on your test case as I am most interested in the results...thx...

Well it is that time of the year again -- time to decide whether to upgrade my Quicken for Windows to the 2015 version.

The decision this year is made more difficult with the release of Quicken for Mac so a few questions those who have gone through the going pains to date:

1. As Intuit has released updates for Quicken for Mac have they gotten it to the point where it is as reliable, as stable and as functional -- at least for banking and investment purposes -- as Quicken for Windows?

2. Does Intuit's Quicken Mobile App only work with Quicken for Mac or does it also work with Quicken for Windows [as the literature seems to be conflicting and confusing on this point]?

3. What would you recommend to someone who relies heavily on Quicken and uses it on a daily basis?

Thanks.

Well I can't speak to Windows applications but I can say this is not ready for prime time.

I know people don't like the lack of functionality with Quicken Essentials for Mac but at least for what it did it was reasonably well designed and reliable.

Quicken 2015 is awful, the lack of color in the UI make it hard to read. At a glance is something the hipster programmers avoid at all cost. Also the quick sidebar links, Last Download, Scheduled Transactions, things like that are gone. Everything seems to take multiple clicks and drilling down to find.

There are flaky implementations all over this thing, for example on a scheduled transaction they show 2 list entries, one for credit, one for debit. Of course the Register and Overview just show one transaction per line with both accounts and a transfer type.

The Mobile application undoes the passcode every time you log out. Also the odds of getting all accounts to update are slim at best. If your a Wells Fargo customer, forget mobile completely. The mobile pie chart is completely laughable, not labeled in any way, you spin it to see the category and value, one at a time.

They love mouse over, they have pie charts and graphs in pastel colors that are useless until you mouse over to see the value, of course the thought of displaying two values at a time is not possible.

In the end its poor design and flaky, its all about the latest style, usability is secondary.

 

[JoelBC]

Well I can't speak to Windows applications but I can say this is not ready for prime time.

I know people don't like the lack of functionality with Quicken Essentials for Mac but at least for what it did it was reasonably well designed and reliable.

Quicken 2015 is awful, the lack of color in the UI make it hard to read. At a glance is something the hipster programmers avoid at all cost. Also the quick sidebar links, Last Download, Scheduled Transactions, things like that are gone. Everything seems to take multiple clicks and drilling down to find.

There are flaky implementations all over this thing, for example on a scheduled transaction they show 2 list entries, one for credit, one for debit. Of course the Register and Overview just show one transaction per line with both accounts and a transfer type.

The Mobile application undoes the passcode every time you log out. Also the odds of getting all accounts to update are slim at best. If your a Wells Fargo customer, forget mobile completely. The mobile pie chart is completely laughable, not labeled in any way, you spin it to see the category and value, one at a time.

They love mouse over, they have pie charts and graphs in pastel colors that are useless until you mouse over to see the value, of course the thought of displaying two values at a time is not possible.

In the end its poor design and flaky, its all about the latest style, usability is secondary.

Thanks for that...looks like Quicken for Windows it is for another year!

 

[joedec]

Thanks for that...looks like Quicken for Windows it is for another year!

Yeah I think I'll use Essentials for another year as well.

One other thing I should mention, the Quicken Mobile app only syncs via Intuits cloud. They store; account numbers, usernames, passwords, transactions, everything. I am not sure I want that much exposure.

 

[JoelBC]

the Quicken Mobile app only syncs via Intuits cloud. They store; account numbers, usernames, passwords, transactions, everything. I am not sure I want that much exposure.

I am not a fan of any of the clouds given the recent security breach...I will likely not use this capability until it is available on a cloud of my choosing which I feel -- rightly or wrongly -- is more secure.

 

[nj1266]

I have the 2015 Quicken for Mac and it seems to be missing features that I need from the Quicken for Windows 2014.

For example, I cannot customize any of the reports to include or exclude my accounts. I want to include my capital gains and dividends as part of my income report and it will not allow me to do that. Anyone find a work around?

Another bug, it will not convert currency when I transfer from one account to another. Say I had a US dollar account and moved 50k to a Euro account, quicken 2015 does not convert the currency to a lower Euro amount. Again, is there any way around this?

None of these limitations were on the 2014 Windows version that I used before I converted to a Mac. I was forced to partition my hard drive and use bootcamp to run windows simply to use my Quicken 2014. It is really frustrating, but I found no other way.

 

[MichaelLAX]

Well it is that time of the year again -- time to decide whether to upgrade my Quicken for Windows to the 2015 version...

I continue to happily use Quicken 2007 for Mac. It costs only $15, although now you have to contact Intuit to obtain it, as the download link has been removed in favor of Quicken 2015.

You can follow these instructions to convert your data over from Windows to Quicken 2007 for Mac.

 

[MichaelLAX]

I have the 2015 Quicken for Mac and it seems to be missing features that I need from the Quicken for Windows 2014.

For example, I cannot customize any of the reports to include or exclude my accounts.

Quicken 2007 for Mac; see above.

I think it includes capital gains and dividends. I has been years since I had any! hahahaha!

As to the remainder of your questions, for $15, try it and tell us all how well you succeed!

 

[JoelBC]

I have the 2015 Quicken for Mac and it seems to be missing features that I need from the Quicken for Windows 2014.

For example, I cannot customize any of the reports to include or exclude my accounts. I want to include my capital gains and dividends as part of my income report and it will not allow me to do that. Anyone find a work around?

Another bug, it will not convert currency when I transfer from one account to another. Say I had a US dollar account and moved 50k to a Euro account, quicken 2015 does not convert the currency to a lower Euro amount. Again, is there any way around this?

None of these limitations were on the 2014 Windows version that I used before I converted to a Mac. I was forced to partition my hard drive and use bootcamp to run windows simply to use my Quicken 2014. It is really frustrating, but I found no other way.

Although I am sorry to read of your problems with Quicken 2015 for Mac -- I truly am sorry as I know how disappointing and frustrating this can be -- I do thank you for sharing as:

1. I am in a similar boat in that I run Parallels primarily for Quicken; and

2. I rely heavily on Quicken's currency exchange, reporting and other capabilities.

and, because of the above, I will be upgrading to Quicken 2015 for Windows because the Mac version is just not ready for prime time.

Thanks,

Joel

 

[hallux]

For those considering upgrading to 2015 (Windows OR Mac), I just received an email for 50% off. This MAY only be available to returning customers. The email may be unique to each individual, check your email for your copy of the email. $37.50 makes it more reasonable to buy and the 2012 version will no longer connect to financial institutions as of April 30, 2015.

 

[nj1266]

Thanks for the heads up. I usually buy a new Quicken version when the company sunsets the version I am using. On the Windows side of my MAC I am using 2014 and on the MAC side I am using 2015. Had I known of the limitations in the Mac version, I would not even have purchased it.

On a different note. I checked out the trial version of iBank and Moneydance and while the former was good it wanted me to pay for access to my bank downloads after the trial period and the latter imported the data with tons of errors.

So far neither of the alternatives to Windows Quicken are worth it. Looks like it is Windows Quicken for me.

 

[JoelBC]

Thanks for the heads up. I usually buy a new Quicken version when the company sunsets the version I am using. On the Windows side of my MAC I am using 2014 and on the MAC side I am using 2015. Had I known of the limitations in the Mac version, I would not even have purchased it.

On a different note. I checked out the trial version of iBank and Moneydance and while the former was good it wanted me to pay for access to my bank downloads after the trial period and the latter imported the data with tons of errors.

So far neither of the alternatives to Windows Quicken are worth it. Looks like it is Windows Quicken for me.

I am a registered used of Quicken for Windows 2014 and would have loved to have gotten an upgrade e-mail as I would have jumped all over it...still waiting...

 

[hallux]

I am a registered used of Quicken for Windows 2014 and would have loved to have gotten an upgrade e-mail as I would have jumped all over it...still waiting...

It's quite interesting. My dad, who is MUCH more of a power user of Quicken than I am, has not gotten the same email I did. Apparently his account is registered as a TurboTax account even though he also uses Quicken.

FYI, he found 2015 at Amazon for 36% off.

 

[stillone]

Until the latest versions of Quicken for Mac gets the same functionality as Quicken for Mac 2007 I am staying with the later. Their forum is full of posts begging them to get it right but to no avail. We recently went through a five week spell with OL-290 connection errors while Intuit worked with the financial institutions to patch the problems. From the posts quite a few people moved to competing products during this period.

 

[porthole2]

Do Q for Win and Mac use the same file extension?

Those trying both, are you able to keep the files separate so you can compare the two versions?

Quicken is one of the 3 programs I kept a Win partition on my rMBP

 

[JoelBC]

It's quite interesting. My dad, who is MUCH more of a power user of Quicken than I am, has not gotten the same email I did. Apparently his account is registered as a TurboTax account even though he also uses Quicken.

FYI, he found 2015 at Amazon for 36% off.

I live in Canada and Amazon had no such discounts...that said, I did find it at Staples for CAD 20.00 which amounts to a 18% discount, not as good as you father but better than nothing.

Until the latest versions of Quicken for Mac gets the same functionality as Quicken for Mac 2007 I am staying with the later. Their forum is full of posts begging them to get it right but to no avail. We recently went through a five week spell with OL-290 connection errors while Intuit worked with the financial institutions to patch the problems. From the posts quite a few people moved to competing products during this period.

I am in the same boat, I will stick with the Windows version until the Mac version is ready for prime time...that said, I am appreciative of the early adopters who will make sure that it is eventually right!

 

[PReinie]

For Mac 2015

I just checked around and Walfart has it for $45.94 for free pick-up. Taxes may apply. I just googled 'walmart quicken for mac' and clicked on the first non-ad in the list.

I didn't actually complete the order as I don't really want an account there and I am considering switching to something else. What I like about Quicken is that it is available for both Macs and Winders and I really don't get into/need all the investment stuff.

Amazon has it for the same price, but not sure about delivery charges, although there is an Amazon warehouse north of me. At least I have an Amazon (not prime) account.

Maybe I'll just wander over to W, and check Costco too.

Note, I just read on Amazon that "Bill Pay not included at this time" for it. (I don't use it but you might.)

 

[MichaelLAX]

Quicken for Mac 2015 is essentially an update of Quicken Essentials.

You can still obtain a copy of Quicken 2007 for Mac that will work on Snow Leopard, Lion, Mt. Lion, Mavericks and Yosemite for $15 from Intuit by using this procedure:

Go to this page:

https://quicken.custhelp.com/app/contact/plvl1/win

and use the chat feature for Quicken for Mac: Quicken 2007 for Lion: Shopping and Buying: Buying Quicken