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Over the last 2 years, I’ve made the happy transition of PC to Mac for my home PC’s. I've been a long time Quicken for Windows user since about 97, so it was definitely hard to make the switch from something I was so accustomed to and worked really well, especially when the Mac version was such an inferior product. I have Quicken 2014 Premier and usually upgrade every other year with the recent exception due to transition and Quicken’s unseen future with the sale. I use Quicken on my Windows PC via remote access methods to my Windows PC. Yes, I know you can do Fusion or Parallels but didn’t really want to do that. I didn’t buy Mac to run Windows. So, I was ecstatic when they re-wrote the program from the ground up for the Mac in 2015. However, after trying Quicken for Mac 2015, I was pretty disappointed. The deal breaker for me was you couldn't migrate your attachments and no year-to-year reporting. I took advantage of the 60-day money back guarantee, got my money back, uninstalled and went back to the Windows version. Skipped 2016 because I read it wasn’t any better and Intuit sold Quicken and I was thinking of going with Personal Capital or Mint but there is something to be said for being in control and having that history! I was going to upgrade regardless, whether go with Mac or upgrade the Windows version to 2017, so I decided to give the Mac version a try again and the reviews being so good. You still can’t migrate your attachments which was almost a deal-breaker for me but I may be able to work around that. Watch them include that next year. Quicken 2017 for Mac is so much better than 2015 was! The migration process was seamless! I remember 2015 being a pain. My investment was off by .01 but everything else was 100% correct. In a nutshell, it’s still not as good as the PC version but it has significantly improved. I do plan on going the full 60-day tilt again but after the first week, and barring some other unforeseen issue, I will probably end up keeping it. Whenever I try a new product, I really evaluate it. Unless there is something that really annoys me, I’ll stick with it. For example, I liked Quicken’ PC version Find & Replace version. At first I thought it didn’t have it but after reading the help files, I found it! It has taken a bit getting used to. I had to read the help menu to find ways to do certain items, like searching.
Pros
- Click and drop – Love this!
- Budget
- Love the projected balance graph
- Finally, year-to-year reporting! You do have to create custom reports if you want to access yearly quicker. PC version has it out-of-the-box. To put reports into perspective, I did not create one custom report in the PC version, it had everything I ever needed. Mac version I have to do that but not the end of the world. I hope an update will allow you to go to the year and then use arrows to quickly go back to previous years. PC version has drop down. Custom reports do solve this issue though.
Cons
- Must create certain manual reports that are already native in PC version
- No Paycheck setup but still can setup reminder and categorize
- No Loan Amortization (was added in an update)
- No What-if scenarios – Never really used anyways but nice to have
- Can’t search transactions for hidden accounts unless you unhide them. You can search hidden accounts in PC version. At least with 2014 you can. I’ll put in a feature request and unhide for now
- Can’t simply merge categories like you can in PC version but you can re-categorize
The Cons aren’t major deal-breakers and I’ve yet to come across one yet. With the advancements, they have made and on the road map, I hope and trust to see those Cons become pros, which I think they may.
Finally, it takes some getting used to and don’t rush to judge. You do have 60 days to try it out, which I think is the perfect amount of time and needed time to thoroughly review it. Also, I’m using the mobile part and it’s working out ok.
P.S. – Would love to see a cloud-based version, which is being voted on!
***Update*** I've been using it since 11/16/16 and absolutely love it! I haven't looked back. They also just added Loan Amortization recently. It's coming along! It does so many things easier and better. Won't be going back. However, don't use the mobile app anymore. It was requiring me to re-login every 30 days, which got annoying. Will try the mobile app in the future.
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From the manufacturer
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What’s New for Quicken for Mac 2017?- Compare your income and spending against year over year with custom reports. - Pay your bills in Quicken, now with Quicken Bill Pay (fees apply).* - Get more power on-the-go with improved mobile app, now with investment tracking, offline use and enhanced search.* -Convert from Quicken Windows to Quicken Mac with just one click.* |
- No need to jot it all down or save receipts.* - Includes transactions from all your financial institutions. |
Manage your investments and plan for taxes- See how your investments are performing. - We continuously update quotes to keep your portfolio value current. - Track cost basis, see realized and unrealized gains, and calculate capital gains and more to make tax time easier. |
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Helps minimize taxes on your investments- Make sure you get the maximum tax benefits with prepared reports at tax time. - Track cost basis and estimate capital gains. |
See where your money is going and stay on top of spending- Import all your bank transactions safely and automatically. No need to jot it all down.* - Categorizes all your transactions automatically so you can see them in one place. - Create a budget you can live with based on your past spending. |
Manage your money whenever, wherever with our mobile app- Our mobile app is available for iPhone, iPad, and Android.* - Check your budget, account balances, and investments. |
Reviews with images
How to speed read 200 + comments on Quicken for Mac 2017
UPDATE FEB 7, 2017-- The bug that is causing investment holdings to disappear from the "portfolio" view is still not fixed!!!**************************************************************************************************************************************************************UPDATE 11/7/2016--After spending 7-8 hours working with Senior Tech Support at Quicken, I'm throwing in the towel. The issue is that they have a known bug that causes your investment holdings to simply disappear from the screen...all of them. The only way to get them back is to do a file-restore. The problem keeps coming back however. Kudos to them for their great support but at present a solution will not be rolled out for several weeks yet. Because of this, I have reduced the acting to 2 stars.****************************************************************************************************************************************************************I'm a decades long Quicken user who researched Quicken for Mac 2017 on AMAZON and related sources. So below are condensed comments from Quicken for Mac 2017 users that I thought readers might like to see before reaching a decision. A user NOT on Amazon wrote: Can't download Wells Fargo accounts into Quicken. FYI—users report this issue existing since early October 2016.Per Quicken website [...] –System requirements are Mac OS X 10.10 (Yosemite) or newer. Quicken 2017 for Mac is a one-time purchase product, not a subscription service. There is no automatic renewal. You can convert your files if you have Quicken Essentials, 2007, 2015, 2016 for Mac, or Quicken 2010 for Windows or newer versions. Quicken for Mac 2017 runs on Sierra per [...]I have both Windows and Mac machines and have only started using Quicken on my Mac, but having just downloaded the software from Amazon, I can immediately tell it has a quality feel to it. I immediately took a copy of my Quicken files from my Windows machine and copied everything to my Mac in less than 60 seconds. The interface will take a little getting used to, but it has all the bells and whistles expected from Quicken.I have been a quicken user for 20 years, I tried the Mac version 5 years ago and immediately uninstalled and returned the software - I should have read the reviews. I was tired of paying parallel $50 every time Mac would update their IOS but I needed it to run windows only so I could run quicken. When the 2017 release came out I decided to give it one more try. The download and transition was smooth - took some time to convert due to the size of my files but all came through. I was going to run both quicken on the PC and Mac but in reality I haven't opened my PC version since and will uninstall it and parallels this weekend. Its been dead on, some things are different but using help can figure out where things are. I actually prefer the Mac version over the PC now after using it for 2 weeks.I need not only banking but also investment functionality, and this has what I need. When I do a daily online update for all accounts the transactions just flow in for each bank and investment account and require little to no interaction with me. It gets the category right almost every time. Also, I want to add that this product has the best reconcile feature for my banking, credit card, and investment accounts that I have ever used - it makes reconciling my accounts very simple and easyJust got this after running the 2014 for Windows under parallels for years. Generally seems nice but a couple of points.* The conversion process is a bit wonky if you're running on a Mac. I'm surprised they didn't foresee this, but after creating a folder under the Windows drive in Parallels and setting it to NOT be read only, was able to finally convert* the online account setup/linking is brain dead. Some of my financial institutions have several accounts. The tool would recommend a linkage that was wrong, and EVEN THOUGH I do have that account from the import, it won't show it in the list to link it manually, so I have to do them all 1-by-1. Ouch.Totals in the sidebar can now be customized to show your current balance or projected.Add option for 2-line/row displayMy biggest problem is that I cannot find a way to update stock prices manually and if there is a way, I have not found it.The only inconveniences: my old saved reports ( like credit card ) do not sync over - this is not a deal breaker as I can always create new reportsI did have to re-setup the account download info (in order to automatically download transactions from my credit cards/banks/etc, but the software was smart enough to know which ones they were, and select the correct bank site. All I had to do was provide my user ID and password for each.I did have to spend a little time updating some of my account user names and passwordsMy #1 request is give an opportunity to make the fonts bigger! I can barely read this new version. It's terrible.The new way of reconciling accounts works very well.I do find the Mac version to be somewhat different than the Windows but I am learning to love it, especially the speed in which it downloads bank transactions and reconciles just as fast.The deciding factor for me was the much improved budget section and the investment sectionI've been using Quicken for Windows running under Parallels in my Mac. It worked pretty well but wasn't a native Mac solution. I tested Quicken for Mac 2016 and it was just not there. So I gave a try to Quicken for Mac 2017 and it was surprisingly good. So I made the decision to finally migrate from Quicken for Windows to Quicken for Mac. First, the migration was very easy an accurate. Second, the mobile applications now works really well. Interface is very intuitive, Mac style and powerful.It does a great job of importing data. It imported 16 years worth of data spanning dozens of accounts without any errors that I could see.+ It's speedy, at least compared to running Quicken for Windows via an emulator.This one works very well, offers less options than the Windows version but I actually find the interface more pleasant and it covers my areas of need: account automatic downloads, portfolio management. Needs improvement in options to alter fonts (type is too small for my aging eyes), graphing capabilities and some settings optionsData transfer to Quicken Mac 2017 was seamless and features include:- A new user interface- Bill Pay- 12-month budget- Customized reports- Investment tracking- Bill Minder- Calendar- Alerts- Mobile app that also includes investmentsThe only weakness is in the basis accounting on securities, as it doesn't meet the current IRS rules. I know the development team is working on this, as they want to bring the Mac version of Quicken in line with the Windows reversion, which does give you the ability to track security basis in line with IRS regulations. This isn't a problem if you don't have multiple lots in a specific security.From QUICKEN WEBSITE [...] :Quicken for Windows (2010 or newer)Your account data from Quicken Windows (2010 or newer) will convert to Quicken 2017; account data, transactions, categories, tags, scheduled transactions and bill pay transactions will convert. Budgets and transaction attachments will NOT transfer.Some features from Quicken Windows are not currently available in Quicken 2017 for Mac so information related to unsupported features will NOT transfer. This includes loan amortization schedules, Home Inventory and emergency records data, explicit lot assignments, securities watch list, address book, and lifetime planner. ESPP and Incentive Stock options will transfer as a standard holding (without tax-related information such as strike price).If you have Quicken Windows Rental Property Manager, your account data is preserved, but you will not get rental property-specific features such as tenant list and rent center data. If you have Quicken Windows Home and Business, your account data is preserved, but you will not get business-specific invoicing data.After converting to Quicken 2017 you will need to reestablish transaction downloads for your connected accounts (See “Accounts > Setup transaction download…” in Quicken for Mac 2017).
