كويكن 2017 ماك خيارات الأسهم

أفضل 3 بدائل ل كويكن سوفتوار (إنتو)

كويكن هي واحدة من ثلاثة برامج البرمجيات المالية المعروفة جيدا، وتستخدم على نطاق واسع وناجحة للغاية التي وضعتها إنتوت، وشركة (نسداق: إنتو). إنتوت يجعل قراء، وهو برنامج محاسبة شعبية جدا للشركات الصغيرة. توربوتاكس، وتستخدم للأعمال التجارية الصغيرة والصغيرة تفعل ذلك بنفسك إعداد الضرائب؛ و كيكن، أداة الإدارة المالية الشخصية.

تقدم كويكن خدمات المستخدمين من التدقيق الأساسي وإدارة حساب التوفير والميزنة، على طول الطريق لتحليل محفظة وإدارة ميزات مثل تتبع الأرباح الرأسمالية. هناك العديد من الإصدارات المستندة إلى ويندوز من البرنامج المتاحة وإصدار واحد كيكن لنظام التشغيل ماك متوافق مع نظام التشغيل أبل. وقد توسعت إنتوت جناح كيكن من المنتجات مع العروض مثل كيكن الصحة حساب المقتفي وسريع تأجير الممتلكات مدير.

على الرغم من تصنيعها لعدد من الأسواق العالمية، لا تزال كيكن تركز بشكل كبير على قاعدة عملاء أمريكا الشمالية. في حين أن كويكن سيطرت على السوق المتخصصة منذ إدخاله في عام 1991، وهناك عدد من المنتجات البديلة المماثلة المتاحة. تواصل كيكن لالتقاط جيدا أكثر من 50٪ من إجمالي حصة السوق، ولكن تحديا على نحو متزايد من قبل المنافسين.

إنتوت نفسها تقدم أبسط وأكثر بديلا أساسيا ل كويكن في النعناع، ​​التي حصلت عليها في عام 2009. النعناع هو على شبكة الإنترنت، بدلا من برنامج برنامج مستقل. وهي خدمة مجانية وتقدم فقط الميزات الأساسية مثل إنشاء وتتبع الميزانيات والأهداف المالية، ورصد درجة الائتمان واحد. النعناع تقدم خدمات مماثلة لتلك الواردة في كيكن في معظم الأساسية "بداية" الإصدار. وهي لا تقدم خدمات هامة لإدارة الاستثمارات. يتم انتقاد البرنامج لمشاكل تزامن الحساب، وحقيقة أنه لا يسمح التسوية المصرفية الشهرية، لأنه يفترض تلقائيا جميع البيانات التي تم تحميلها هو الصحيح.

حقيقة أن النعناع هو خدمة للقراءة فقط على حد سواء زائد وناقص للبرنامج. توفر خدمة القراءة فقط أمانا أكبر على الإنترنت، لأنه حتى إذا تمكن شخص ما من الدخول إلى معلومات المستخدم، فكل ما يمكنه فعله هو الاطلاع على الحسابات. وهو غير قادر على اتخاذ أي إجراءات مثل تحويل الأموال منها. وبطبيعة الحال، على جانب ناقص، كونها خدمة للقراءة فقط يحد أيضا ما يمكن للمستخدم من الخدمة القيام به، وبالتالي، قدرات ووظائف الخدمة.

مثل جميع برامج الإدارة المالية الشخصية مماثلة تقريبا، النعناع يمكن الوصول إليها من خلال أي جهاز متصل بالإنترنت تقريبا، بما في ذلك أجهزة الكمبيوتر الشخصية، وأقراص والهواتف الذكية.

2) رأس المال الشخصي.

رأس المال الشخصي يمثل بديلا جذابا وأقل تكلفة من كيكن للأفراد الذين يفضلون برنامج المستندة إلى السحابة والتي توفر أدوات إدارة الاستثمار واسعة النطاق.

وقد تم تصميم رأس المال الشخصي لاستهداف سوق محددة من الماليين الذين يصلون والقادمين، الأفراد الذين لديهم صافي قيمة بين 100،000 $ و 2 مليون $. ويمثل ذلك قطاعا من السوق تتخطىه عادة شركات الاستشارات المالية وإدارة الثروات لصالح عملاء أكثر ثراء. رأس المال الشخصي هو مستشار الاستثمار المسجل، مع أكثر من 1.5 مليار $ في الأصول تحت إدارة (أوم).

حزمة الخدمات المالية الرأسمالية الأساسية الأساسية، والتي تشمل تتبع الحساب، والميزنة، ودفع الفواتير وغيرها من الخدمات الأساسية، هو حر. رأس المال الشخصي يجعل أمواله في المقام الأول من الأفراد الذين يختارون للترقية إلى خدمات إدارة الثروات الشخصية تقدم الشركة، والتي تتقاضى حوالي 0.69٪ من الأصول المدارة كرسوم. مع خدمة إدارة الثروات المدفوعة، يتم تعيين العملاء مستشار مالي شخصي والحصول على جميع الخدمات المعتادة العميل يتوقع من شركة إدارة الثروات، بما في ذلك الضرائب والتخطيط العقاري، حصاد الخسارة الضريبية، وتقديم المشورة بشأن التأمين، والصناديق التعليمية للأطفال وأية دولة أخرى الخدمات اللازمة لتوفير الإدارة المالية الكاملة للعملاء. رسوم رأس المال الشخصي أقل بكثير من المتوسط ​​لخدمات إدارة الثروات الكاملة.

فقط خدمات التمويل الشخصي المجانية المقدمة هي واسعة وتنافسية مع ما تقدمه كيكن. وشملت خدمات مثل الميزانية، ومخطط التقاعد، و 401 (ك) محلل الرسوم وفاحص الهدف تخصيص الاستثمار. ويشمل عنصر الميزنة أداة للتدفق النقدي تتيح للأفراد إدخال الدخل والإنفاق، ثم تلقي تحليلات أسبوعية أو شهرية أو سنوية لتدفقاتهم النقدية المتوقعة. ويمكن استخدام مخطط التقاعد لتحديد خطة التقاعد، ومن ثم لمراقبة مدى التزام المستخدم بالخطة عن كثب. هذه الميزة المجانية تتيح للمستخدمين تحديد أهداف الإنفاق والادخار، وتتبع الأحداث الدخل ومشروع القيمة المستقبلية للمحافظ الاستثمار. الميزات الشاملة والمرونة من المتغيرات المدخلات المقدمة في هذه الوحدة المجانية مقارنة بشكل إيجابي إلى أي خدمة مماثلة، مجانا أو المدفوعة. يحدد مكون تخصيص األصول ملف تحمل المخاطر لدى المستخدم ثم يقوم بتوصيات مناسبة لتوزيع االستثمارات.

وقد تلقى رأس المال الشخصي مراجعات جيدة على عدد من المستويات، أحدهما أنه يوفر تزامن حساب أفضل من معظم البرامج من هذا النوع. كما أنها تتلقى علامات عالية لخدمة العملاء، بالإضافة إلى نادرة لبرنامج الخدمات المالية المجانية البرمجيات. رأس المال الشخصي يقدم أكثر من ذلك بكثير في العمق تحليل الاستثمار والتخطيط من كيكن. كما يوفر الأمن المعزز من خلال استخدام المصادقة الثنائية.

خدمات رأس المال الشخصي يمكن الوصول إليها عن طريق الكمبيوتر أو الكمبيوتر اللوحي أو الهاتف المحمول، وهي واحدة من أولى هذه الخدمات الإدارية المالية الشخصية لتقديم وظائف مع أبل ووتش الجديدة.

مصممة خصيصا لنظام التشغيل أبل، إيبانك، التي وضعتها إيغ البرمجيات، توصف كبديل متفوق لمستخدمي كيكن فور ماك. يبيع البرنامج لنفس السعر تقريبا كيكن ديلوكس، أي أكثر بقليل من نصف سعر كيكن بريمير أو كيكن هوم أند بوسينيس، على الرغم من أن مجموعة الخدمات التي تقدمها أكثر انسجاما مع برامج كيكن المميزة.

ويهدف إيبانك ليكون بمثابة برنامج إدارة الأعمال التجارية الشخصية أو الصغيرة. ويقدم عدد لا يحصى من الخدمات المالية، بما في ذلك البنك، وبطاقات الائتمان، وإدارة حساب القروض والاستثمار. يقدم إيبانك تحليل الدخل والنفقات مفصل، مع المخططات تحديثها باستمرار. الميزات غير المدرجة في كيكن ولكن هذا يأتي معيار مع إيبانك تشمل وظائف متعددة العملات وإطفاء القروض المتغيرة. إيبانك لديها منصة ممتازة لمراجعة جميع الحسابات المالية الفرد في واحدة سهلة الاستخدام لوحة القيادة المركزية: التحقق، والمدخرات، وسوق المال، وحقوق الملكية والاستثمارات ذات الدخل الثابت، وحسابات التقاعد وحسابات القروض وحسابات الوساطة. يمكن للبرنامج استيراد الملفات في مجموعة واسعة جدا من الأشكال، بما في ذلك أوفس، كفكس، قمفت و كيف، بالإضافة إلى تنسيق كسف شائعة الاستخدام.

إيبانك تبرز لتحليل الأداء الاستثماري الذي يقدم، تتبع شراء وبيع أسهم الأسهم، وأرباح الأسهم وخيارات الأسهم. يسمح البرنامج لسهولة الإنتاج والطباعة من التقارير المالية المخصصة، وحتى أنه يسمح للمستخدم لطباعة الشيكات الجديدة عند الحاجة.

تغيير طريقة تسريع الأفعال مع تفضيلات سجل الحساب.

كويكن ريجيستر تفضيلات تغيير طريقة حساب سجل تبدو في كيكن، وكيف يمكنك استخدام والتحرك في سجلات الحساب.

تتوفر بعض الخيارات المذكورة في هذا البرنامج التعليمي لأحدث إصدار كيكن. إذا كان إصدار كويكن أقدم، فستظل ترى غالبية خيارات التسجيل التي تمت مناقشتها هنا.

للوصول إلى تسريع تفضيلات السجل.

انقر فوق تحرير، ثم انقر فوق تفضيلات انقر فوق برنامج كيكن انقر على تسجيل.

سترى الآن الإعدادات المحددة لتفضيلات السجل على الجانب الأيسر من نافذة تفضيلات كيكن.

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الخيارات الأولى التي تراها هي تفضيلات تسجيل كيكن الرئيسية.

تسجيل الحقول: تغيير طريقة عرض التاريخ والمذكرة والعلامات في السجلات.

ادخال بيانات:

إدخال البيانات تقسيم تلقائيا. فتح تلقائيا الحوار تقسيم المعاملات عند إدخال المعاملات. التصنيف التلقائي. حدد كيكن اقتراح فئات للمعاملات. وضع النقاط العشرية تلقائيا. يعمل مع آلة حاسبة المنبثقة، والتي تراها في مجال الدفع أو الإيداع عند دخول المعاملات. حدد هذا الإعداد لإدخال النقاط العشرية تلقائيا مكانين إلى اليسار على الآلة الحاسبة.

تسجيل المظهر:

إظهار شريط أدوات المعاملات. حدد لرؤية إدخال وتعديل وتقسيم عند تحديد معاملة أو إدخالها في السجلات. اختر هذا إلا إذا كنت تستخدم مفاتيح الاختصار كويكن. إظهار زر إرفاق. تستخدم لملحقات سريعة. المعاملات التي تتم تسويتها باللون الرمادي: تجعل من الأسهل التفريق بين المراسلات من المعاملات التي لم تتم تسويتها. تكبير عرض السجل. يعطي المعاملات الفردية مساحة أكبر على الشاشة. الخطوط. حدد الخط المطلوب استخدامه في السجلات. الألوان. تعيين ألوان مختلفة لأنواع الحسابات. إزالة المعاملات المحفوظة التي لم تستخدم في ___ أشهر. الإعداد المقترح هو 6 أشهر. حدد أن يكون كيكن إزالة المستفيدين حفظها التي لم تستخدم في عدد الأشهر المحددة من قائمة المستفيدين الممنوحة. حافظ على تسجيل المرشحات بعد إغلاق كيكن. تسجيل الفلاتر تستخدم لعرض معاملات معينة فقط ويتم الوصول إليها ضمن عرض على شريط أدوات التسجيل. اختر هذا الإعداد للحفاظ على الفلاتر في كل مرة تستخدم فيها كويكن، وهو أمر لا يريد معظم الأشخاص فعله.

انقر فوق موافق لحفظ التغييرات وإغلاق تفضيلات كويكن، أو انقر على أحد اختيارات التفضيلات الأخرى قبل حفظ التغييرات.

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تفضيلات كيكفيل تعطي إدخال البيانات وخيارات التحديث التلقائي في كيكن. يمكنك تجاوز خيارات كيكفيل للمعاملات الفردية عندما تريد.

ادخال بيانات:

استخدم المفتاح إنتر للتنقل بين الحقول. بشكل افتراضي، يتحرك المفتاح تاب بين الحقول في سجلات كويكن. حدد هذا الخيار لاستخدام إنتر بدلا من ذلك. حقول كاملة باستخدام الإدخالات السابقة. يستخدم معلومات المعاملات السابقة لإكمال الحقول تلقائيا. تذكير المستفيدين الذين تم حفظهم. يستخدم المعاملات السابقة لملء المدفوع لهم تلقائيا. يجب أن يكون لديك حقول كاملة باستخدام الإدخالات السابقة المحددة لهذا العمل. قدم قوائم منسدلة في إدخال الحقل. يقدم قائمة من الاختيارات للاختيار من بينها لكل حقل في السجلات. رسملة المستفيدين والفئات. يوفر الكتابة بالأحرف الكبيرة تلقائيا. إظهار الزر في حقول كيكفيل. لعرض القوائم المنسدلة حقل السجل عند النقر فوق حقل.

تحديث القائمة التلقائية:

حفظ المستفيدين الجدد تلقائيا. يحفظ المستفيدين الجدد إلى قائمة المستفيدين المستحقين. لا يحفظ "كيكن" سوى ما يصل إلى 2000 من المستفيدين حتى إذا وصلت إلى هذا العدد الكبير، فاحذف المستفيدين غير الضروريين من قائمة المستفيدين المستحقين ضمن أدوات في كيكن، أو اضغط على كترل & # 43؛ T. حفظ تلقائيا إلى قائمة التقويم. إضافة المستفيدين تلقائيا حفظها في التقويم المالي، مما يجعل من الأسهل لإنشاء المعاملات المجدولة. إضافة عناصر مجموعة كيكفيل دفتر العناوين إلى قائمة كيكفيل. لإضافة أسماء وعناوين من كتاب العناوين السريع إلى قائمة كيكفيل. يتم العثور على كتاب العناوين كويكن ضمن أدوات ويستخدم لتنظيم معلومات الاتصال وطباعة الشيكات والمظاريف. إذا كنت تستخدم هذا الخيار، فحدد إدراج هذا المدفوع لأمره في قائمة كيكفيل في علامة التبويب المدفوع لأمره في سجل تعديل دفتر العناوين.

انقر فوق موافق لحفظ التغييرات وإغلاق تفضيلات كويكن، أو انقر على أحد اختيارات التفضيلات الأخرى قبل حفظ التغييرات.

إعلام تفضيلات تغيير الطريقة التي يتم إعلامك من المشاكل أثناء استخدام كيكن.

عند إدخال معاملات قديمة. سوف كويكن يخطر لك إذا حاولت تسجيل معاملة مع تاريخ من سنة أخرى من السنة الحالية، مما يتيح لك الخيار للحفاظ على السنة كما دخلت أو تغييره. قبل تغيير المعاملات الحالية. يحذرك عند محاولة تعديل معاملة، مما يتيح لك الخيار للمضي قدما وتغيير المعاملة أو العودة من المعاملات التي لا تريد تغييرها. عند دخول المعاملات غير المصنفة. سوف كويكن يحذرك عند عدم تعيين فئة إلى معاملة. لا يزال بإمكانك إدخال المعاملة بدون فئة، أو يمكنك اختيار فئة. لتشغيل تقرير تسوية بعد التسوية. استخدام هذا الإعداد كيكن تسأل تلقائيا إذا كنت تريد تقرير التسوية بعد تسوية الحساب. تحذير إذا تم إعادة استخدام رقم الاختيار: سوف كويكن يحذرك إذا حاولت إدخال رقم الاختيار مكررة.

انقر فوق موافق لحفظ التغييرات وإغلاق تفضيلات كويكن، أو انقر على أحد اختيارات التفضيلات الأخرى قبل حفظ التغييرات.

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على استعداد لبدء بناء الثروة؟ اشترك اليوم لمعرفة كيفية حفظ للتقاعد المبكر، معالجة الديون الخاصة بك، وتنمو القيمة الصافية الخاصة بك.

يؤدي كتابة تفضيلات الشيكات في كيكن إلى تغيير طريقة طباعة الشيكات، ولن تحتاج إلى الدخول إلى هذه الإعدادات إلا إذا كنت ستطبع عمليات التحقق.

نمط التاريخ المطبوع: حدد التفضيل إلى 4 أرقام أو أرقام مكونة من رقمين، على سبيل المثال، 2008 أو 08.

التحقق من الإعدادات:

إملاء وحدات العملة. سيوضح كيكن وحدة العملة في حقل المبلغ الثاني، على سبيل المثال، مائة دولار فقط أو مائة فقط. السماح بإدخال رسالة إضافية عند التحقق. استخدم هذا الخيار لطباعة رسالة على الشيكات في منطقة لا يمكن رؤيتها عند إرسال الشيك بالبريد في ظرف نافذة. إضافة رسائل إلى عمليات التحقق من نافذة "كتابة الشيكات" بالنقر فوق قائمة التدفق النقدي، ثم انقر فوق كتابة الشيكات. طباعة فئات على الشيكات قسيمة. طباعة ما يصل إلى 16 سطرا من معلومات المعاملات المقسمة على صفحة القسيمة المرفقة بشيكات القسائم. تغيير تاريخ الشيكات حتى تاريخ الطباعة. يطبع تاريخ الطباعة في الاختيار، وليس تاريخ المعاملة كما تم إدخالها في سجل كيكن.

انقر فوق موافق لحفظ التغييرات وإغلاق تفضيلات كويكن، أو انقر على أحد اختيارات التفضيلات الأخرى قبل حفظ التغييرات.

استخدم تفضيلات المعاملات التي تم تنزيلها في تفضيلات السجل لإعداد قواعد إعادة تسمية المعاملات التي تم تنزيلها. يتم استخدام قواعد إعادة التسمية لتعيين أسماء المدفوع لأمره المفضلة التي تكون منطقية بالنسبة لك في المعاملات التي تم تنزيلها. على سبيل المثال، يمكن تحميل رسوم بطاقة الائتمان التي تم إجراؤها في متجر هوم ديبوت باسم هوم ديبوت أوسا 5925. باستخدام إعادة تسمية القواعد سوف تمكنك من إعادة تعيين هذا المدفوع لأمره إلى هوم ديبوت، مما يحافظ على حسابك تسجيل يبحث نظافة.

سوف كويكن يطالبك لمعرفة ما إذا كنت ترغب في استخدام قواعد إعادة تسمية أثناء قبول المعاملات التي تم تنزيلها، ويمكنك إنشاء إعادة تسمية القواعد مقدما كذلك.

تطبيق قواعد إعادة تسمية المعاملات التي تم تنزيلها. حدد كيكن استخدم قواعد إعادة التسمية الحالية لإعادة تسمية المستفيدين المماثلين في المعاملات التي تم تنزيلها في المستقبل تلقائيا. إنشاء قواعد تلقائيا عند إعادة تسمية يدويا. حدد هذا الخيار للحصول على قواعد إنشاء إعادة تسمية كيكن عند تعديل أسماء المدفوع لأمره يدويا. لا تعرض رسالة عند إعادة التسمية. حدد هذا، وبالتالي فإن الإطار الذي يخطر لك أن إعادة تسمية يحدث لا يطفو على السطح. إعادة تسمية زر القواعد. انقر على هذا الزر لإنشاء قواعد إعادة تسمية المدفوع لأمره. يمكنك كتابة الحرف الأول فقط في أسماء المدفوع لأمره التي تم تنزيلها. في بعض الأحيان، سوف تسرد المعاملة التي تم تنزيلها المدفوع لأمره بجميع الأحرف الكبيرة. اختر هذا الخيار لتلقائيا تغيير خدمة كرابراس لون لخدمة كرابغراس الحديقة في السجل.

انقر فوق موافق لحفظ التغييرات وإغلاق تفضيلات كويكن، أو انقر على أحد اختيارات التفضيلات الأخرى قبل حفظ التغييرات.

كيكن فور ماك 2017 & # 8211؛ هو & # 8217؛ s الوصول إلى هناك.

كيكن 2017 لنظام التشغيل ماك هو هنا، وربما يكون في النهاية كيكن أن مستخدمي ماك قد تطالب لسنوات مع دفع فاتورة تعمل بكامل طاقتها، واجهة جديدة وتعزيز ميزات الإبلاغ. بعد سنوات عديدة من الاضطرار إلى تحمل المنتج رديئة على أوس X، كيكن لنظام التشغيل ماك هو الآن أخيرا أقرب بكثير إلى إصدار ويندوز على الرغم من أوجه القصور لا تزال قائمة. حقيقة أن إنتوت بيعها مؤخرا كيكن إلى هيغ كابيتال مارس قد تنفس بالتأكيد حياة جديدة في منتج مهمل باهظة من قبل إنتوت الذين كانوا غير قادرين أو ببساطة غير راغبة في جلب كيكن لنظام التشغيل ماك تصل إلى سرعة مع إصدار ويندوز ترك العديد من المستخدمين ماك التحول إلى شعبية متزايدة تسريع البدائل مثل رأس المال الشخصي. مع المزيد من الاستثمار في النسخة ماك ومخصص جديد كويكن لمدير المنتجات ماك ومع ذلك، يبدو أن أصحابها الجدد بذل المزيد من الجهد في كيكن لنظام التشغيل ماك. بعد خيبة أمل كيكن 2018 و كيكن 2018 على ماك، تسليم كيكن نسخة ماك من كيكن أن & # 8217؛ ق أقرب إلى إصدار ويندوز حتى هنا نحن نلقي نظرة فاحصة على كيكن 2017 لنظام التشغيل ماك.

ماذا & # 8217؛ s الجديد في كيكن 2017 لنظام التشغيل ماك؟

باختصار، فإن أهم التحسينات في كيكن 2017 لنظام التشغيل ماك يمكن تلخيصها على النحو التالي:

إدخال وظيفية تعمل بشكل كامل سحق بيل الأجور كما هو الحال في إصدار ويندوز من كيكن واجهة حديثة وموحدة مقارنة مع النسخة ويندوز الميزانية المحسنة (12 شهرا الميزانيات، على الرغم من أن هذا قدم أيضا في تحديث ل كويكن 2018)، ميزات الاستثمار والإبلاغ A أكثر قوة موبايل التطبيق.

سننظر الآن إلى هذه التحسينات وبعض أوجه القصور التي لا تزال في مزيد من التفاصيل.

تسريع فاتورة الأجور هو أخيرا هنا.

بعد أن تم السماح للمستخدمين ماك أسفل من قبل نسخة لايت من فاتورة الأجور في كيكن 2018 لنظام التشغيل ماك، يبدو أن فريق تطوير المنتجات الجديد في كيكن قد استمعت أخيرا إلى شكاوى مستخدمي ماك وأضاف وظيفية بالكامل سرع بيل دفع لنظام التشغيل ماك في كيكن ل ماك 2017. بيل الأجور يمكن القول إن الميزة الأكثر طلبا في كيكن لنظام التشغيل ماك بعد أن تم إزالتها بشكل غير مفهوم من كيكن 2007 لنظام التشغيل ماك وهذا وحده، سيكون يستحق الترقية لكثير من المستخدمين. تعزيز بيل الأجور في كيكن 2017 لنظام التشغيل ماك يعني أن مستخدمي ماك يمكن أن تدفع أخيرا فواتيرها من معظم البنوك داخل كيكن، بما في ذلك البنوك الصغيرة والإقليمية.

يتم توفير خدمات دفع الفواتير من قبل نفس المعالجات كما في ويندوز & # 8211؛ ميتافانتي خدمات الدفع & # 8211؛ و بيل الأجور يعمل فقط وكذلك على ماك كما على ويندوز الآن. تسريع بيل الدفع على ماك كما يسمح لك لتحويل الأموال بين الحسابات في نفس البنك ودفع جميع الفواتير الخاصة بك، تماما كما في ويندوز. تجدر الإشارة إلى أن هناك بعض البنوك والمؤسسات التي لا تزال لا تعمل مع كويكن بيل باي (قد يدفع البعض أيضا رسوم الموافقة على الطلب) ولكن غالبا ما يكون ذلك بسبب مشاكل على جانب البنك وليس كيكن لذلك يجب عليك دائما التحقق مع مؤسستك المالية أولا للتأكد من أنه معتمد. تسرع المطالبات أن تكون مدعومة من قبل 14،500 المؤسسات المالية المختلفة على الرغم من ذلك فمن & # 8217؛ ق آمنة أن أقول، يجب أن تكون على ما يرام. حتى عندما يتم دعمها، يجب أن تظل حذرا معها عند إجراء دفع الفواتير لأن الدفعات يمكن أن تفشل دون سبب واضح دون أي نوع من الإخطار وأنه من الصعب في كثير من الأحيان للعمل بها إذا كانت المشكلة على البنك & # 8217 ؛ الجانب s أو كيكن & # 8217؛ s الجانب.

لاحظ أن كويكن بيل باي ليس مجانيا كما يجب عليك دفع الاشتراك لذلك. يكلف بيل بيل الدفع حاليا 9.99 $ شهريا لمدة 20 المدفوعات الأولى مع كل 5 دفعات بعد أن اتهم في 2.49 $ لكل دفعة. ويشمل كويك بيل الأجور أيضا الاتصال المباشر فاتورة الأجور (التي كانت مدرجة بالفعل في كيكن 2018 لنظام التشغيل ماك) ويدعم حوالي 450 المؤسسات المالية.

واجهة جديدة.

التغيير البصري الأكثر وضوحا ل كيكن 2017 ل ماك واجهة ليس فقط أعذب، أحدث أوس X نظرة نمط لكنه & # 8217؛ s الآن متسقة مع واجهة ويندوز. قبل ذلك، كان التحول من كيكن فور ويندوز إلى كويكن فور ماك أكثر مربكة مما ينبغي أن يكون، ويرجع ذلك جزئيا إلى حقيقة أن واجهات مختلفة تماما. ونتيجة لذلك، أصبح من الأسهل الآن الترحيل بين الأنظمة الأساسية.

على سبيل المثال، هذه هي الطريقة التي تبدو بها المظهر الجديد كيكن 2017 لعلامة التبويب "الصفحة الرئيسية لنظام التشغيل ماك":

وهذا هو نفس الشاشة على ويندوز:

يبدو أيضا 2017 أكثر وضوحا من الإصدارات السابقة من كيكن جدا، ويرجع ذلك جزئيا إلى حقيقة أنه & # 8217؛ في نهاية المطاف تم تحسينها لعرض عالية الدقة أيضا.

بشكل عام، كيكن 2017 يعمل بشكل أفضل بكثير من جلب جميع البيانات الأساسية الخاصة بك معا في مكان واحد عن طريق علامة التبويب الصفحة الرئيسية من الإصدارات السابقة. هو & # 8217؛ s الآن أسهل لرؤية حالة فحص الخاص بك، والادخار، وبطاقات الائتمان، والاستثمارات، والتقاعد، والقروض في مكان واحد. يتم تحديث كل هذه المعلومات في الوقت الحقيقي كما سرع التحديثات من المؤسسات المالية الخاصة بك.

في حين جعلت كويكن بالتأكيد واجهات على كيكن لجهاز كمبيوتر ماك والكمبيوتر أكثر مماثلة ولكن مجموعة من الميزات لا تزال ليست هي نفسها على ماك كما هو على ويندوز (أكثر على هذا في وقت لاحق). بالإضافة إلى ذلك، واجهة ماك لا يزال & # 8217؛ ر من السهل تخصيص كما في ويندوز & # 8211؛ سحب بسيطة وإعادة تشكيل التقارير والمعاملات محدودة جدا مقارنة مع كيكن للكمبيوتر.

استيراد الملفات.

أول شيء كنت & # 8217؛ من المرجح أن تريد أن تفعل بعد تثبيت كيكن 2017 هو استيراد ملف. يمكنك استيراد البيانات من الإصدارات السابقة من كيكن بما في ذلك كيكن فور ماك 2007 & # 8211؛ 2018، كيكن أساسيات، وسرعة ويندوز. ومع ذلك، هذا ليس كل شيء عادي الإبحار اعتمادا على إصدار كيكن تريد استيراد من.

عند بدء تشغيل كيكن 2017 لأول مرة، سوف يتم تقديمك مع خيارات الاستيراد: بدء حساب جديد من الصفر، كيكن 2018 & أمب؛ 2018 لنظام التشغيل ماك، كيكن إسنتيالز، كيكن ماك 2007، كيكن ويندوز أو ملف. QIF من برنامج مالي آخر لنظام التشغيل ماك.

إذا كنت تستورد من كيكن 2018 لنظام التشغيل ماك أو كيكن 2018 لنظام التشغيل ماك، فلا يجب أن تكون لديك أية مشكلات. فقط تأكد من كل ما تبذلونه من حسابات حتى الآن في أي كيكن 2018 أو كيكن 2018 و كيكن 2017 سيتم تلقائيا تحويل واستيراد حساباتك في مجملها وبدقة. إذا كنت & # 8217؛ استيراد من كيكن أساسيات، كيكن 2017 سوف تستورد أيضا كل شيء بما في ذلك جميع الحسابات والمعاملات والعلامات والميزانيات وتذكير الفواتير، وحسابات الاستثمار الخ ومع ذلك، منذ كيكن 2017 لنظام التشغيل ماك يدعم بشكل كبير المزيد من الميزات مثل أكثر تفصيلا تتبع الاستثمار من الكثير وكذلك حيازات)، قد يكون من الأسهل أن تبدأ من الصفر ثم إعادة إضافة حسابات الاستثمار يدويا.

استيراد من كيكن 2007 قصة أخرى ولكن. على الرغم من أن معظم بيانات الحساب سيتم استيراد والميزانيات والمرفقات الصفقة لا. وهناك أيضا الميزات التي كانت جزءا من كيكن 2007 أن أرن & # 8217؛ ر جزء من كيكن 2017 التي لن تستورد بما في ذلك جداول استهلاك القروض، والمخزون المنزل، وبيانات سجلات الطوارئ، تعيينات الكثير صريح وقوائم المراقبة الأوراق المالية. عدم وجود جداول استهلاك القروض في كيكن 2017 هو الرقابة مخيبة للآمال بشكل خاص لأنه يبدو مجنون أنه يمكنك & # 8217؛ تتبع بسهولة شيء بسيط مثل سداد الرهن العقاري أو قروض السيارات في برنامج المحاسبة الشخصية لماك كبيرة مثل كويكن. بالإضافة إلى ذلك، في نهاية الاستيراد، ستحتاج إلى إعادة إنشاء جميع التنزيلات المصرفية عبر الإنترنت من خلال الانتقال إلى & # 8220؛ الحسابات & غ؛ إعداد المعاملة تحميل & # 8221 ؛.

هناك المزيد من القضايا عند استيراد كيكن لملفات ويندوز 2018 أو أعلى. سيتم استيراد جميع بيانات الحساب باستثناء الميزانيات ومرفقات المعاملات. ومرة أخرى، الميزات التي ليست جزءا من كيكن 2017 لنظام التشغيل ماك بما في ذلك جداول استهلاك القروض، والمخزون المنزل، وبيانات سجلات الطوارئ، مهام الكثير صريح، قوائم مراقبة الأوراق المالية، دفتر العناوين ومخططين مدى الحياة فاز & # 8217؛ t الاستيراد. وأكدت كيكن أن إسب و إنسنتيف الأسهم خيارات نقل ولكن فقط كمعيار القابضة دون معلومات ذات صلة الضرائب مثل أسعار الإضراب. بالإضافة إلى ذلك، لم يتمكن مستخدمو كويكن ويندوز رنتال بروبيرتي ماناجر من استيراد بيانات خاصة بالمستأجرين (المستأجرين والإيجارات وما إلى ذلك) ولن يتمكن كيكن ويندوز هوم و بوسينيس من استيراد بيانات فواتير محددة للأعمال. وأخيرا، كما هو الحال مع استيراد بيانات كيكن 2007، ستحتاج إلى إعادة إنشاء التنزيلات المصرفية عبر الإنترنت يدويا مرة أخرى.

مربكة، إذا كنت تشتري كيكن 2017 من ماك المتجر ستحتاج إلى تحويل كيكن لملفات ويندوز أولا على جهاز كمبيوتر وتحويل من ملف بيانات كويكن (قف) إلى تنسيق قسف قبل أن تتمكن من استيرادها إلى كيكن 2017:

وأخيرا، ميزة استيراد كيف هو إذا كنت ترغب في استيراد حساباتك من بدائل كيكن لنظام التشغيل ماك مثل بانكيتيفيتي (سابقا إيبانك). إذا كنت ترغب في استيراد البيانات من برامج التمويل الشخصي الأخرى مثل بانكيتيفيتي أو ميكروسوفت ماني أو موندانس، فكل ما عليك هو تصديره بتنسيق كيف أولا ثم استيراده إلى كيكن 2017 (إذا كنت مهتما بتشغيل مس ماني على ماك الخاص بك بالمناسبة، يمكنك العثور على التعليمات الكاملة كيفية تثبيت ميكروسوفت ماني على ماك هنا.)

وأيا كانت الطريقة التي تختارها للاستيراد، فقد يستغرق الأمر بعض الوقت اعتمادا على حجم حساباتك، ولكن يمكنك أن تتوقع شيئا في المنطقة يبلغ حوالي دقيقة واحدة لكل سنة من الحسابات التي تستوردها. يجب أن تتأكد دائما من أن الحسابات التي تستوردها محدثة ودائما تحقق من أرصدة الحسابات بعد ذلك للتأكد من أنها هي نفسها.

بشكل عام، أداة الاستيراد تعمل بكفاءة مع بعض التنظيف اليدوي المطلوبة ولكن كما ترون، يعتمد كثيرا جدا على البرنامج الذي & # 8217؛ إعادة الاستيراد منه. عدم القدرة على استيراد أشياء معينة من كيكن لنظام التشغيل ويندوز إما بسبب مشاكل فنية أو لمجرد أن تلك الميزات غير متوفرة في كيكن 2017 لنظام التشغيل ماك مخيبة للآمال وسوف شك غضب بعض المستخدمين.

ربط الحسابات عبر الإنترنت.

الشيء التالي الذي يفعله معظم الناس هو ربط كيكن بحسابهم المصرفي. كويكن يربط ثلاث طرق اعتمادا على النظام الذي يدعمه البنك الخاص بك: كيكن كونيكت (إكسبريس ويب كونيكت على ويندوز)، الاتصال المباشر و ويب كونيكت. والخبر السار هو أن يبدو أيضا أن قد تحسنت بشكل ملحوظ في كيكن 2017. هناك اختلاف طفيف بين كل طريقة على الرغم من كما ترون أدناه:

في السابق، يمكن أن يكون ربط البيانات وتحميلها من المؤسسات المالية إما غير موثوق بها إلى حد كبير أو أدت إلى فوضى حسابات الدفاتر، وصلات مكسورة والصداع العام. حاولنا مع حساب سونتروست والمزامنة كانت على نحو سلس من المستغرب وبطاقة الائتمان والادخار والحسابات الجارية تحميلها ومزامنتها مع كيكن 2017 بشكل صحيح. سيكون لديك للقيام ببعض إعادة تسمية دليل الحسابات ولكن بشكل عام، والمزامنة عبر الإنترنت حساب مصرفي مقارنة مع الإصدارات السابقة يعمل أفضل بكثير. ومع ذلك، لقد سمعنا تقارير مختلطة عن ويلس فارجو ولكن الشيء الجيد هو أن فريق كويكن فور ماك يثبت استجابة مدهشة عند التحقيق وتحديد المشكلات مع بنوك محددة (راجع & # 8220؛ تحديثات لتسريع لنظام التشغيل ماك 2017 & # 8221؛ 8221؛ القسم أدناه).

تسلط 2017 تصنيف المعاملات ويجعل من الاسهل لمعرفة أين يذهب أموالك. يمكنك اختيار عرض الإنفاق حسب الفئة أو بمرور الوقت لمساعدتك على تبويب الأماكن التي يتم فيها إنفاق نقودك. الإنفاق مقارنة على أساس سنوي كانت تقارير المقارنة واحدة من أكثر الميزات المطلوبة في كيكن لنظام التشغيل ماك وأنها الآن & # 8217؛ أخيرا أخيرا أضيفت في كيكن 2017. كيكن يحاول أيضا للمساعدة في تخفيف ضربة الفواتير عبر بيل تذكير التي تظهر لك تأثير الفواتير القادمة قبل أن تحصل عليها لمساعدتك على التأكد من أنك حصلت على ما يكفي من الأموال لتغطية لهم أو تجنب الرسوم المتأخرة أو تكاليف السحب على المكشوف. واحدة إضافة أنيق آخر إلى كيكن لنظام التشغيل ماك هو سحابة الإنفاق الذي يظهر عن طريق الكلمات حيث أن الغالبية العظمى من أنت & # 8217؛ إعادة المال هو الذهاب & # 8211؛ وكلمة أكبر تظهر في سحابة الإنفاق، والمزيد من المال الذي تنفق عليه. مفيدة إذا كنت تريد فقط أن ترى ما & # 8217؛ ق تكلف لك أكثر من دون الحاجة إلى رؤية مبالغ أو تواريخ المعاملات. يمكنك أيضا إعداد تنبيهات الإنفاق التي يتم تشغيلها عندما تم التوصل إلى شراء كبيرة أو رصيد معين لجعل لكم أكثر وعيا من الإنفاق في الوقت الحقيقي. تظهر هذه في أعلى لوحة التحكم ويمكن إرسالها إليك عبر البريد الإلكتروني. كما أنه من الممكن الآن استخدام العلامات والفئات لتصفية تقارير الإنفاق والاطلاع على المجاميع الفرعية لهذه العلامات والفئات التي لم تكن إحدى ميزات كويكن فور ماك منذ كيكن 2007 لنظام التشغيل ماك. كيكن 2017 كما يسمح لك الآن لتصدير فئة والتقارير ملخص الضرائب إلى كسف.

وقد تم تعزيز تتبع الاستثمار في كيكن 2017 لنظام التشغيل ماك مما يسمح لك لتنظيم وتحسين محفظة الاستثمار الخاص بك مع أكثر تفصيلا، تتبع الاستثمار على مستوى الكثير. يمكنك أن ترى بسرعة معاملات الاستثمار الخاص بك وكسبت محققة وعرض تقرير الجدول D لرؤية الأرباح والخسائر على المدى القصير أو على المدى الطويل. القدرة على عرض المحافظ حسب تاريخ بيان (آلة الوقت المحفظة) في عداد المفقودين من كيكن 2018 وهو آخر بالإضافة إلى طبعة 2017. في كيكن 2017 لنظام التشغيل ماك، يمكنك أيضا مزامنة المقتنيات الاستثمارية الخاصة بك إلى كيكن المحمول أو التطبيق اللوحي لرؤية محفظتك ورصد التغييرات طوال يوم التداول. إذا كنت بحاجة إلى، لا يزال بإمكانك تحميل المقتنيات والأرصدة، والمعاملات في كيكن 2017.

يمكنك مزامنة حسابات الاستثمار عبر الإنترنت مع كيكن 2017 لنظام التشغيل ماك ولكننا نوصي بالتحقق مما إذا كانت مؤسستك الاستثمارية تدعم ذلك. على سبيل المثال، بيت الاستثمار T روي الأسعار لا يدعم كويكن لنظام التشغيل ماك لأنه يتطلب دعم بيترس لحسابات صناديق متبادلة واحدة.

واحدة من الميزات الأكثر المطلوبين في كيكن 2018 12 الميزانية الشهر. وكان هذا آخر الخفي لا يمكن تفسيره من كيكن 2018 لنظام التشغيل ماك و كويكن 2018 لنظام التشغيل ماك ولكن تمت إضافته أخيرا إلى كيكن 2017. أداة الميزانية 12 شهرا يساعدك على إعداد ميزانية واقعية لمدة 12 شهرا على أساس تاريخ الانفاق الخاص بك. يمكنك بعد ذلك تعديل وتخصيص ميزانيتك وتعيين أهداف الميزانية حتى تقوم بتجديدها مع شيء تعتقد أنه يمكنك التمسك به. ستتبع أداة إعداد الميزانية بعد ذلك تقدمك على مدار العام ويمكنك التحقق منه في أي وقت للاطلاع على كيفية إجراء ذلك عبر تطبيق كيكن للجوال.

أنواع التقارير.

هناك العديد من أنواع التقارير الجديدة في كيكن 2017 لنظام التشغيل ماك مقارنة بالإصدارات السابقة من كويكن على ماك وقد تم تعزيز قدرات إعداد التقارير. معظم التقارير التي يمكنك التصفية حسب الحساب والفئة ودفع المستفيد والتاريخ والعلامة (تسمى & # 8220؛ الفصول & # 8221؛ في كيكن 2007 لنظام التشغيل ماك) ثم احفظ التقارير المخصصة. التقارير الممكنة في كيكن 2017 ما يلي:

ملخص الحساب النشاط الشهر الماضي النشاط هذا الشهر التقويم (مع التذكير والمعاملات والأرصدة) التدفق النقدي / توقعات التوقعات المتوازنة الرسم البياني تقرير ملخص الفئة (الإنفاق حسب الفئة) تقرير ملخص العلامة (الإنفاق حسب العلامة) الفئة من سنة إلى أخرى، تقارير صافي الدخل الرسم البياني صافي القيمة مع مرور الوقت تقرير المدفوع لأمره تقرير الإنفاق السحابي الإنفاق على مدى الوقت تقارير الجدول الزمني الضرائب (الجدول ألف، B، C، D). يمكنك أيضا إضافة فئات مخصصة لأي جدول الضرائب الاتحادية الأخرى، مثل الجدول E.

على الرغم من أن بعض الحسابات & # 8220؛ المشاهدات & # 8221؛ لم يتم تضمينها ك & # 8220؛ تقارير & # 8221؛ في كيكن 2017، يمكنك اختيار وجهات نظر مختلفة للكشف عن أشياء مثل 1 شهر و 12 شهرا الميزانيات فضلا عن وجهات نظر أداء الاستثمار لإظهار قيمة المحفظة، وأساس التكلفة، والمكاسب. يمكنك إنشاء تقارير من أي يوم من أيام السنة عن طريق تقويم كيكن جدا.

أسرع 2017 يذهب أكثر المحمول.

كويكن 2017 يتميز ترقية إلى حر كيكن موبايل التطبيق لكل من دائرة الرقابة الداخلية والروبوت. يعمل تطبيق يوس للجوال على نظام التشغيل يوس 8.0 والإصدارات الأحدث من نظام التشغيل أندرويد 3.0 والإصدارات الأحدث & # 8211؛ بلاكبيري ولكن لا يتم اعتماد الهواتف ويندوز. Any new transactions or changes you make on your mobile device are still automatically synced with the desktop version but users now have slightly more detailed account information at their fingertips. Editing data is still extremely limited compared to the desktop app although you can still take photos of receipts and sync them with the desktop app. The Quicken mobile app is probably most useful for tracking investments and transactions or searching transactions, checking, savings and credit card purchases on the go.

For the first time, you can also now see a full history of your transactions when you sync data with the desktop version of Quicken 2017. This is particularly useful for investment holdings as you can sync them to see your portfolio and monitor trading fluctuations and movement throughout the day.

Finally on iOS, Quicken has also introduced fingerprint ID in the mobile app for faster and more secure access. In fact, security in general has been enhanced in all Quicken 2017 products with two factor authentication introduced.

Despite these improvements, the Quicken mobile app is still very limited whether you’re a Mac or Windows user. Basic information such as cash flow and credit card transactions are better organized and accessible but other useful data such as scheduled transactions and loan data is still not accessible for some reason.

What’s Missing?

There’s no doubt that Quicken 2017 for Mac is a step forward but frustratingly, it still lacks behind the Windows version in terms of features. There are several financial features still missing compared to the Windows version too, most of which we highlighted earlier when looking at problems importing Quicken for Windows files into Quicken 2017 for Mac. The most notable missing features include debt reduction and savings plans, portfolio analysis, investment tax analysis, loan amortization schedules, forecasting, lot management, multi-currency support and some budgeting features. There’s still no QuickMath, basic profit and loss or balance sheet reports available and investment reports, IRR, ROI and investment allocation views are all missing. There’s also a lack of automated features compared to the Windows version such as automatic reconciliation, automatic backups and automatic linking of online bills so that you can easily see the due date and amount due in Quicken. Finally, although it’s not an essential feature, you still can’t access.

It’s hard to understand why many of these quite basic features still aren’t part of the Mac product, especially something as essential as loan amortization in a personal finance software such as Quicken. Another shortcoming for home owners is that Quicken for Windows users get automatic updates of their home values, which gives a more up-to-date overview of their net worth whereas Mac users don’t since home valuation isn’t part of the product. It is possible that Quicken will add these features via updates to Quicken 2017 for Mac over the next few months as Quicken are at least allowing Mac users to vote on features they’d like to see added to Quicken 2017 for Mac.

Quicken product availability in general for Mac users still remains very limited however and it’s hard to see that changing anytime soon. Windows users can also use Quicken Premier, Quicken Home & Business and Quicken Rental Property Manager alongside Quicken 2017 but none of these program are even available to Mac users.

If you do encounter a problem with Quicken 2017, the good news is that they’ve finally provided phone support. Previously, Quicken for Mac help was online Live Chat only and notoriously poor. The fact that you can now speak to someone (based in the USA too) is long overdue and shows that Quicken has again listened to the deluge of complaints from Mac users about previous versions. You can contact Quicken support on 1-888-311-7276 Mon–Fri 5am-5pm PST.

How To Get Quicken 2017 For Mac.

Quicken 2017 for Mac was originally launched on the Mac App Store for $74.99 although due to strong competition from Amazon, Quicken slashed 40% off until January 10th 2017. It’s now back at it’s original price of $74.99 from the Mac App Store but the good news is you can get it from Amazon for as little as $43.71 although it’s frequently out of stock.

Note that if you buy the Mac App Store version, due to technical limitations you’ll have to convert Quicken Windows files first on a PC before you can import them whereas the Amazon version does not have this restriction. The Quicken mobile app for iPad and iPhone is still free.

Although there is no Quicken 2017 for Mac free trial, you do get a 60 day money back guarantee if you’re dissatisfied. Quicken promise free feature updates until September 2017 (after which presumably you’ll have to update to Quicken 2018) and free support and security updates up to April 2020. You can also install one purchase of Quicken 2017 on three different Macs under the same license. The system requirements for Quicken for Mac are OS X 10.10 Yosemite or higher including OS X 10.11 El Capitan and OS X 10.12 Sierra. Note that Quicken for Mac is the only version of Quicken available for Mac: Quicken Starter Edition, Quicken Deluxe, Quicken Premier, Quicken Home & Business and Quicken Rental Property Manager are all Windows only products.

Updates to Quicken for Mac 2017.

In previous releases of Quicken for Mac, bug fixes and updates to the product were few and far between but since the takeover by H. I.G. Capital, updates to Quicken for Mac 2017 have been much faster. In fact within a few months of the original release, Quicken for Mac 2017 was already updated with fixes and new features, most of which have been demanded by users.

Update 4.3 was released a few months after the release of Quicken 2017 for Mac and included:

Custom report drill down: Click on numbers in a custom report to see the transaction details that make up that number. 12-Month budget printing & currency: Basic 12-Month budget printing plus ability to set currency. Transfer shortcut feature: Brought back from Quicken 2007 for Mac and already in Quicken for Windows. Allows you to enter a transfer in the category field by typing a bracket “[“. Enables you to hide the Transfer field so it doesn’t take-up space.

There were also some bug fixes including a schedule transaction bug fix, report payee filter fix, custom report bug fixes and bug fixes that caused double counting of cash accounts in investments.

More recently, the latest update to Quicken 2017 on Mac (Update 4.4.1) was released and now includes:

New Transaction Sidebar Indicator: After updating connected accounts, a blue dot now appears on the sidebar, next to all accounts on the sidebar that have new transactions. Auto-Backup: Much demanded feature to backup files (five at a time) to a designated location after logging out of the app. You can’t choose how many backup copies yet though. Orange Pencil Fix: You can mark items in orange pencil as removed and delete them. Export or Copy Reports: You can now export or copy the comparison or summary report to a spreadsheet which makes it a bit easier to analyze the data or print it. Deactivate Auto-Opening Splits: Ability to turn off auto-opening of splits in the registers or the reconcile screen. Report Comparison Customization: You can now more easily compare the current and previous period including quarterly and monthly. New Total Column: The summary report now has a much demanded Total column.

This was closely followed by a critical 4.4.2 update on January 13th 2017 in anticipation of an update to Quicken cloud to ensure continued compatibility with Quicken for Mac. The latest update was a bug fix update 4.4.3 on 25th January 2017 including a fix for a non-standard character problem with online bill payments. However, it should be noted that Cloud syncing can still be temperamental on Mac with Quicken sometimes unable to setup syncing for accounts:

In general, the rapid speed at which Quicken has rolled-out these free updates to Quicken on Mac seems like an encouraging and long overdue effort by the company to finally start responding to Mac users with the same level of support that Windows users already enjoy. Note that those who purchased Quicken from Amazon or direct from Quicken will be able to get updates quicker than those who purchased via the Mac App Store which has to approve all updates before pushing them to users. You can read the full update history and release notes of Quicken 2017 for Mac here.

To get a good overview of the most important features, functions and updates covered in this Quicken for Mac 2017 review, we recommend also watching the video below.

And Finally: Is Quicken Moving To A Subscription Payment Model?

One final thing to be aware of is that Quicken 2017 could be the last version of Quicken that you can buy with a one off payment in the USA. The Canadian version of Quicken 2017 was released shortly after the US version and is exactly the same but with the crucial difference that it is subscription payment only. In addition, Quicken stated in the FAQ for the product that all future Quicken products will be subscription payment only although after a substantial outcry from the Quicken community, it later revised this to specify it was referring to Quicken Canada products only. The FAQ does go on to state however that if Canadian users don’t renew the subscription every year, they will no longer be able to update their accounts using Quicken and the application will become read only on both Mac and PC.

This is obviously an important move that Intuit has quietly slipped into the Canadian version and it remains to be seen whether it will be rolled out in the US version. There has been a considerable outcry by Quicken users about this move and you can read more about Intuit’s decision to make future versions of Quicken subscription payment only here. If this is a deal breaker for you, check out our guide to the best Quicken for Mac alternatives as there are some excellent equivalents to Quicken on Mac such as the free version of Personal Capital.

If after reading this you still want to use the Windows version of Quicken on your Mac, then also check out our article on the The Best Way To Run Windows On Mac.

Finally includes Quicken Bill Pay Fresher, Standardized Windows Interface Enhanced 12 Month Budgeting & Investment Reports.

Some Windows Features Still Missing Importing From Quicken For Windows Not Complete Mobile App Still Limited.

شارك هذا:

عن المؤلف.

مكرسة MacHow2 لمساعدتك في الحصول على أكثر من ماك الخاص بك. نحن & # 8217؛ عاطفي عن كل شيء ماك ما إذا كان & # 8217؛ ق مساعدة المستخدمين مع توصيات البرنامج أو حل المشاكل التقنية. إذا كنت قد حصلت على أي تعليقات حول هذه المقالة، فيمكنك المشاركة من خلال ترك تعليق أدناه. يمكنك أيضا الاتصال بنا مباشرة باستخدام نموذج الاتصال في الجزء العلوي من الموقع. يرجى ملاحظة أنه في سبيل تحقيق الشفافية، قد تتلقى MacHow2 أحيانا تعويضا من النقرات أو الموردين.

74 Responses.

How about importing files from Microsoft Money? I’m still using Money 2006, and keeping Parallels on my computer solely for that – I’d love to be able to get rid of Parallels and transition over to Quicken for Mac, as long as I can import my data fairly painlessly and set up my categories and such the way I have them in Money `06. (Please note: I tried that whole using Money with Wineskin thing, it didn’t work for me.)

The good news is yes you can import Microsoft Money files into Quicken for Mac but you need to convert them into QIF format first. In MS Money, click on File – Export then Loose QIF. From there, you have to mess around a bit to get the file to import to Quicken 2017 but you can find full instructions here.

Actually, there is more than one way to do this. Here is one without using QIF files. .

(old info but still valid).

For the benefit of others also, bottom line is make sure you have MS Money Plus (2008), or Sunset version installed on your Windows VM. Update your MS Money data file to this version (open your data file once with this version), then import into Quicken for Windows. Then install Quicken for Mac and convert QWin to QMac.

1. Install MS Money Sunset in Windows. If you need MS Money Sunset, get it here: support. microsoft/en-us/kb/2118008.

If running Windows 10, they will need to read and follow one of these to get MS Money Sunset to run:

money. mvps/faq/article/654.aspx (contains link for patch to perform Registry change for you instead of doing it manually).

2. Update your MS Money data to the Sunset format. Simply open your data file once with this version and close.

3. Install QWin and import MS Money data file into QWin.

4. Install QM017 and convert QW2018 to QM2017 (in-product conversion).

(If you find this reply helpful, please be sure to click “Like”, so others will know, thanks.)

بفضل & # 8230؛ it will probably be a while before I’m able to afford Quicken for Mac, but eventually I will make the switch. Parallels became a “subscription” at some point, and after trying to find an alternative (the Wineskin experiment), I sucked it up and paid the $50 to keep Parallels for another year. So, I plan on making this switch sometime in the next year.

I for the life of me, cannot see enough change that is worth me investing and putting out hard earned money up for a program that appears to be the same as 2018 Quicken for Mac. It may have a few more bells and whistles, but not enough to change. I have both Quicken 2018 for Mac and Windows. Windows wins, hands down. I’ll change when it is more like the one for Windows!

To be fair, this is easily the closest version to Windows Quicken has released on Mac. With Quicken Bill Pay and a standardized Windows style interface in particular, there’s far less significant difference between the two products but yes, they’re still not exactly the same.

Actually, Quicken 2007 for Mac is closer. But this is the closest they have gotten since the re-start of a Mac version, starting with Quicken Essentials for Mac in 2018.

It still lacks loan amortization schedules (making it difficult to track a mortgage loan). And they should have used this as an opportunity to make Quicken for Mac file compatible with Quicken for Windows. Cloud sync has always been flaky in Quicken. I’d like the ability to park a Quicken file on OneDrive or iDrive and access it with Quicken for Windows on my Windows PC and Quicken for Mac on my Mac.

Yes there are still a few shortcomings compared to the Windows version. Loan amortization schedules is one of them although the fact you still have to convert Quicken Windows files to import them into Quicken for Mac isn’t such a big issue for most people as they’re likely switching to Mac and only have to do it once. But it’s definitely frustrating if you want to regularly grab Quicken Windows files online as you describe.

The one main feature I use daily in Quicken Windows is, the projected balance in one’s checking account which shows upcoming payments. Does the Mac version have this finally? شكر.

If you mean does Quicken for Mac 2017 show the impact of upcoming bills before they actually happen, then yes it does.

Yes it does, under the Bill Reminders section, there is a graph showing forecast balances. It is limited in that there is little control over what shows up at present.

I use the account register features on a lap top. I need to work with other windows visible. v2018 has a giant interface which cannot be down sized past default limits. eg, side to side I want to show/hide or reduce the account list width past it’s current limit. Top to bottom, I want to show/hide that giant account name masthead, the Transactions/search row, and the filter row. The v2018 window cannot be dragged upwards smaller than 20 rows of transactions. Does the new interface in v2017 allow reducing the interface window by hiding more elements or by allowing more upward drag or more leftward drag of the account list?

It seems that in respect of reducing the account register window, it’s the same as Quicken 2018 for Mac. In general, there’s still less flexibility in Quicken for Mac when it comes to resizing the interface and dragging elements compared to the Windows version.

I need to correct a few details from the article:

& # 8211؛ conversion from Windows to Mac is done on the MAC. It does not require the conversion to occur on a Windows PC. This is useful if the user no longer has access to a Windows PC. You only need a Windows PC to perform the conversion IF you are not using current versions of Quicken for Mac or you purchased Quicken through Apple.

& # 8211؛ You make it sound like it is new but Quicken’s ability to import from other software like Banktivity, MoneyDance, etc. is nothing new. It has been available since Jan 2018 in Quicken 2018, and except for a few tweaks early on, it has not changed since then.

& # 8211؛ 12-month budgets and Investment features were released in May 2018 as part of ongoing feature updates (and fixes) to Quicken 2018, so is not new to 2017.

& # 8211؛ Your repeated reference that features were inexplicably removed from Quicken 2007 in later versions is completely FALSE and communicates the WRONG message. As you well know, Quicken was re-developed from the ground up. So they have to add back in features that have existed in the past. It is VERY important to understand this. Sets correct perception in minds of readers.

The biggest issue I have with the article is that there are MANY exaggerations, setting expectations too high, that are unrealistic, therefore setting people up for a major let-down. Though it may LOOK very similar due to the new HOME page for both the Mac and Windows versions, here are just a few differences:

& # 8211؛ Quicken for Mac still lags in MANY MAJOR areas…missing reports and report features, investment reports and metrics, lot management when selling, forecasting, multi-currency conversion support, many budget features, control over transaction downloading and matching, etc.

& # 8211؛ there are also MANY more subtle but very functional differences like configuration options.

& # 8211؛ interface may be new but it is not modernized. It is inflexible and NOT Mac like. By making it like Windows, helps the Windows converts but the behaviour is nothing like the Mac interface.

& # 8211؛ users CANNOT see MOST of their data in the Mobile app. They cannot see scheduled transactions, only some details regarding investments, and is LIMITED to cash, bank and credit cards…in other words loans, assets, and other account types are not visible (this applies whether you use the Mac or Windows version of Quicken desktop)

& # 8211؛ Conversion from Windows can leave out a lot of info, depending on what user data they have, like report formats, investment data, attachments,

All this said, Quicken is working to narrow the gap in differences between the Mac and Windows versions but it has a LONG way before they come close.

شكرا لملاحظاتك. We have made it clear that Quicken for Mac still isn’t as complete as Quicken for Windows but Quicken 2017 is certainly the closest yet. We’ve taken a few of your points into account about the wording however and features that were pushed to Quicken 2018. As regards the disappearance of features such as Bill Pay from Quicken 2007, “disappeared” seems to be the best word or at the very least, “dropped” or “removed for unexplained technical reasons”, as they most certainly were regardless of whether Quicken decided to build the product from the ground-up in later versions. Quicken Bill Pay was a very popular feature and the decision to put it back into Quicken 2017 will be one of it’s strongest selling points.

Actually, what I am saying is that you have NOT made it clear just HOW FAR the 2 still are, making it appear they are much closer than they really are, as per the points I highlighted.

Not sure why you are defending such wording. It is misleading and inaccurate at best. Moreover your specific wording of “removed” and “removal” it infers that Quicken is pulling features intentionally. That is unfair to Quicken and does not frame the situation properly in the reader’s mind (not that I am defending them either). That is poor form.

There is far better wording, and it only takes a few, so little effort to be accurate and informative. Not doing so will only erode reader’s confidence in your reviews, this on top of the other misleading info (BTW, I’m not trying to be confrontational, just constructive, so you understand.)

I have a big problem with your comment about the features that were in quicken for mac 2006 and before, whether the product had to be rebuilt from the ground up is irrelevant. The fact is that we had a functional system with features that worked, and then the next version, was missing all or many of those features. Now, technically these features were not removed from the product, however, I’ve now been unable to use Quicken for Mac for more than nine years, because these features were no longer available. These features were no longer available because quicken did not invest in the new mac software, after reading this review, I’m not really sure they have invested all that much still. Well I agree with most of what you said, I believe that you lose credibility, when you give quickin and out, for not investing in Mac software, hardly at all, for nearly a decade. I have used several of the previous Quicken for Mac software’s, and none compare to the 2007 version, and earlier, and hardly compare to the Windows version, that is in the stores today. Anyone reading the authors review, should take note, that even under the new ownership, quicken has shown very little concerned for it’s Mac customers. One quicken customer service rep suggested that if I wanted those features, so much, I should use the Windows version on my Mac. that in a nutshell tells you what quicken customer service, can do for the Mac user.

@Lostinram not sure why you have been unable to use Quicken for Mac for 9 years. QM2007 (LC version v16.2.4, just updated in June 2018) still runs quite well on Mac OS 10.6.8 Snow Leopard up to and including 10.12 Sierra. And it was technically still available until Sep 2018 via customer service.

Granted that if you switched over to Quicken Essentials in 2018 onwards, or QM2018, QM2018 or QM2017, then yes, there are still far fewer features than in the 2007 version.

And I disagree with your statement that “Quicken has shown very little concern for it’s Mac customers.” In fact, Eric Dunn has committed to double the Mac development team within the calendar year after HIG purchased them in April 2018 and work on bringing the Mac version “…closer to the feature set of Windows…” (see here description and short video here: getsatisfaction/quickencommunity/topics/update-on-the-quicken-sale-from-eric-dunn )

Don’t get me wrong. I am NOT trying to defend Quicken. Nor am I trying to give them an out. And believe me there is plenty to be frustrated about. Yes Quicken faltered badly over the past 10 yrs. I am still stuck on QM2007 because QM2017 still does not have key features I need. They had failed attempts in re-starting Quicken for Mac, in part due to the lack of vision by Intuit. But my goal is that I just want to correct wrong information and assumptions that leave the wrong perspective.

Quicken just started this journey on their own. It has only been just over 6 months. And their plan is over “…the next quarters and years…”, so do not expect progress to be fast. It is a business after all, and their efforts must be financially sustainable.

I know that if you really want QM2007, Quicken was providing it for FREE as a bridge version for those who needed to get into QM2018 from older versions of Quicken. I do not know if they stopped this practice. I have not had anyone confirm this one way or the other. One way to find out is to purchase QM2017, then request QM2007 as an intermediary version to convert older Quicken data. Worst case, you have 60 days to act on the money-back guarantee.

This product is a scam. I purchased it for $65 on the web site, and was then told that I was being charged $299 for the year to activate support. I was informed that I purchased only software. Yet nowhere on the website was this mentioned.

Where did you purchase Quicken from? There is definitely no charge for Quicken support for Quicken for Mac – Quicken support is free.

متفق عليه. You reached a scam site at worst, a third party site at best.

We just bought Mac 2018 less than two weeks ago and now 2017 is out, You should be able to do something for me. شكر.

Contact Quicken Support and they may be able to help you.

All those who purchased QM2018 within the last 60-days are entitled to get QM2017 for FREE. They WILL be able to help.

Did they fix the calendar bug yet? The calendar balances are just plain wrong as the calendar is viewed from one month to the next. The end of one calendar view shows a balance, for example for the 3rd day of the following month, but when you move to the following month that same day shows an entirely different balance — and all days thereafter are wrong as well. If and when that bug is ever fixed, I’ll think about an upgrade. Until then, this important feature is horribly flawed and reason enough to avoid any upgrade expense. Calls and emails to product support get nowhere. And you did not mention the feature at all. So I am assuming nothing was fixed.

In our tests the calendar shows the correct balance month-on-month so unless what you’re describing only happens because of your specific setup of Quicken, it appears this works correctly.

It does not work correctly. And my setup is standard. Through version 3.5.2 the bug still exists. As of today, for example, Nov 3 has a balance of $10,220.07 when viewed in October calendar but Nov. 3 has a balance of $7,667.36 when viewed in the November calendar — an inexplicable difference of $2,552.71. I don’t know what tests you are running, but I have a real world household of accounts. The bug has not been fixed.

This bug was supposedly fixed back in June as of v3.4.1. Make sure you have the latest version. If not, update it (in-product). If so, Quicken support are the only ones that can take your feedback and have it looked into.

On version 3.5.2. Bug still there.

I have been giving this feedback to Quicken since 2018. I never get a reply other than that they are aware of the bug and will fix it at some unspecified time in the future.

Since the purchase of Quicken by HIG and the variety of negative reports about Quicken for Mac, I found your review quite helpful. You’ve put a good amount of perspective and a balanced amount of detail in one place that allows for further investigation by any of us who care to pursue our specific points of interest. شكرا.

Thanks for the kind words – مقدر جدا.

@Robert G. I recommend you also read my reply above from yesterday (Oct 17) to get a more complete picture, so you do not run into any major surprises. 😉

@smayer97: saw your comments before I wrote … شكر. I believe your analysis and most of the other comment strings add to this article. I was about to drop Quicken completely after at least 2 decades on Quicken / W starting way back with dot matrix check printing. Articles and comments about Intuit, HIG and Quicken / M 2018 left me looking into completely different home banking solutions. I was not happy at all. Now I at least have some hope that Quicken / M 2017 has foundation functionality and HIG seems to be interested in extending Quicken’s life. I’m about ready to make the switch to Quicken for Mac 2017 and ride out the, hoped for, continued software upgrade / fix releases.

I’m confused about the monthly fee for using Bill Pay. I want to be able to pay my bills online, as I used to on the Windows version before I converted to Mac. There was no charge for that ability. Is a monthly charge something new?

You were probably using Quicken Direct Connect to pay bills online on Windows which is completely free. Direct Connect is also available in Quicken 2017 for Mac and is also free. Quicken Bill Pay is a different system and for that you must pay a monthly subscription in both Quicken for Windows and Quicken for Mac.

Also be aware that just because Bill Pay via Direct Connect, or Quicken Bill Pay, is available for Windows does not automatically mean it is available for Mac. Each product is treated entirely separately behind the scenes. This means that each platform (Mac or WIndows) is treated separately. Even each VERSION for each platform is treated separately, though this may appear seamless.

It is the Financial Institution/Bank that makes the decision as to which service is supported for which, as they have to pay license and support fees. So you need to make sure that your FI/Bank supports the specific platform and version of your choice.

شكر. جيد ان تعلم.

عظيم. شكرا لملاحظاتك. You’re right, I was using Direct Connect.

One more note re: Direct Connect … don’t count on the Quicken official page to know if your bank supports Direct Connect with Mac 2017. My bank is (was) listed as one of the 400 supporting DC. After a number of failed attempts to establish DC with my bank their tech support team told me that they had only recently established support for Mac 2018 and do not yet support DC for Mac 2017. Quicken tech support tells me they are going to remove my bank from their list of supported DC banks (Citizens Mid-Atl Consumer) if they can confirm my story. After doing my Windows to Mac conversion, adjusting a few minor elements in my records and establishing Dir. Connect with two other banks without issue, I’m now in a holding pattern until this bank supports Mac 2017. Fortunately I can still use Quicken Windows. That said, what I’ve seen of other features in Mac 2017 is encouraging.

Thanks for sharing your experience with Quicken and Direct Connect. These technical issues connecting Quicken to certain bank accounts have always been a problem although it’s not just Quicken that’s affected. Alternatives to Quicken for Mac such as Bankitivity (formerly iBank) also have issues. As you’ve found, the problem is it’s almost impossible to know whether the problem is on the bank side or Quicken’s. As banks tighten online security and perhaps more importantly, encourage customers to use their own personal banking services, this could become a big issue for personal finance software such as Quicken.

I’m encouraged by your encouragement!

I am an accountant and would love to find personal finance software for Mac that is comparable to Quicken for Windows. I have Quicken for Mac 2018, but this is not “accounting” software – no balance sheet or income statement – no loan amortization. Are there any personal finance products for Mac that are comparable to Quicken for Windows that I can use until Quicken gets its Mac product up to speed?

There certainly are. You should read our review of alternatives to Quicken for Mac and as an accountant, you might also find our guide to the best accounting software for Mac interesting too. Hope they help you.

Just to make it clear to all, and as a Quicken user yourself you know, Quicken is not and never will be accounting software. Rather it is personal financial software, with some business capabilities. So this does not preclude it from having the features you mention…in fact I look forward to those being restored to the Mac version. Just want to put it in the right perspective.

Please do look at the suggested list of alternatives for Mac. But if you are looking for the features mentioned, suggesting you are a more “advanced” user, you may likely find that alternatives fall just as short in business areas.

You might want to try Quickbooks for Mac. It is more for business and has the type of financial reports that you are looking for. It is not as good as the Windows version of course, but it may be more of what you are looking for.

For those interested in trying to influence and direct the priorities of the Quicken developers and which features to focus on first, I highly recommend that you browse through the IDEAS section of the new forum on ‘Get Satisfaction’ and VOTE for each of the missing features to be added back into Quicken for Mac.

This will help make the transition easier for you WHEN you are ready to upgrade, by seeking to have the features you are used to end up in the latest version.

To do that, read this post on how to participate and VOTE to your heart’s content:

This is an opportunity to have your say, so I urge you to take advantage of it. Please share this with others too.

Features are one thing, but 2018 and 2018 for Mac have been buggy as &*(^! I’m talking basics like being able to accurately upload and sync balances with such exotic organizations as Bank of America, Vanguard, Fidelity and TIAA CREF. Read their own forum for endless posts on this. THAT is what needs to be reviewed and reported on. Is this a bug infested mess like the previous versions or not?

Though it is true that there are many challenges with online connectivity with Financial Institutions (FI) and Banks, this statement lacks context.

First, there are 3 methods of connectivity between Quicken and the FIs/Banks. There is Direct Connect, Quicken Connect and Web Connect.

Direct Connect is communication directly between Quicken software and the FI/Bank. Has virtually no involvement in this connection method. When there are problems here, much of the problems are most often the bank side.

Web Connect involves downloading FI/Bank data into a file and loading that data into Quicken. The only part that.

Quicken is involved in is controlled by user settings, any where from only validating that the FI/Bank is supported to data ‘Clean-up” of Payee names and initial categorization. Here the problems can vary, though again very often the issues stem on the FI/bank side.

Quicken Connect involves Quicken servers connecting to the FI/Bank with credentials supplied by you. It is effectively as if you are logging into the FI/Bank yourself and collecting the data. Here the method used to get data varies a lot from FI/Bank to FI/Bank. Some Fi/Banks give more access to Quicken and supply pre-formatted data. In other cases, Quicken scrapes the webpage that contains your data. So the degree of involvement by the FI/Bank in setting this up varies from some to none. In all cases, data is stored on Quicken servers for you to then sync to to load into Quicken. The problems often arise when the FI/Bank does not communicate changes in this environment. That is when you get a lot of reports of problems.

So you can hopefully see that the landscape to provide connectivity to the FI/Banks is quite complex and delicate. And often these bugs are not so much with the Quicken product as it is with the connect points along the way that need resolution. When you then consider that there are over 14,000 connections that Quicken has to maintain, the challenges are multiplied. So when something goes wrong, and it inevitably does, it can create a lot of noise, especially if it affects a lot of users at once.

The problems that arise cannot be solely attributed to Quicken, though there are many that are theirs to own. So it is important to maintain perspective on this whole issue. Am I saying that Quicken does not have some things they can improve? بالطبع لا. There is room for improvement. And of course, it is no fun when you are the one affected by one of these issues. But it is important to maintain perspective and recognize that this is an ever changing landscape, which requires a lot of ongoing effort to maintain.

Oh, and has been pointed out by others, these types of issues are not isolated to Quicken alone. All banking software connecting to FIs/banks is going to run into these types of issues.

This context is very much appreciated context. معلومات جيدة. Thanks for taking the time to explain.

I have a client that has used the Quicken for Mac 2007 for years. She upgraded to the Quicken Mac 2018 and is so frustrated by it that it almost made her cry. Can you tell me whether the 2017 version is similar to the 2007 version?

Though there are similarities, it is important to understand that since Quicken for Mac is not an upgrade from QM2007 but rather from Quicken Essentials (which was re-written from the ground up, starting in 2018), there are some features that are still not there e. g. loan amortization, 2-line display, QuickMath, auto-backups, or are not as fully developed yet, e. g. Customized Reports, investment lot management and performance reports and stats (therefore some data may not carry over). You can start here:

Currently, the main advantages of QM2017 over QM2007 include the ability to sync with Quicken Mobile for mobile devices (iOS and Android) and the ability to save receipts with transactions via computer or mobile device. There are a few other minor features that QM2007 does not have. Note that QM2017 is being supported until April 30, 2020, whereas it has been announced that security fixes have ceased since QM2017 was released…see quicken/support/update-quicken-mac-2007-support-policies-may-2018 yet online access will continue as long as the FI/Bank supports it and their security updates don’t prevent it.

Be aware of data that will and will not carry forward:

Then look at the updates since the original release here:

Updates since original QM2017.

Also read some of the Fixes and Improvements that are being released soon here:

You will also want to look at a more detailed comparison done by a ‘SuperUser’ which also identifies nuances not mentioned elsewhere (and read on for comments from other users too on that same discussion thread):

Take a look at the following videos to give you a better idea:

As I have said before, I also highly recommend that you browse through the IDEAS section of the Quicken forum and VOTE for each of the missing features to be added back into Quicken for Mac….to help direct the priorities of the developers.

This will help make the transition easier for you WHEN you are ready to upgrade, by seeking to have the features you are used to end up in the latest version.

To do that, I suggest you read this post on how to participate, then VOTE to your heart’s content:

This is an opportunity to have your say, so I urge you to take advantage of it. Please share this with others too.

شكرا لكم! I will take a look at the sites you provided.

VirtualBox is free and works fine for me (vs. Parallels)!

You can certainly run Quicken using VirtualBox but Parallels is definitely easier to setup and use, especially for beginners. VirtualBox requires a certain amount of manual configuration when switching between OS X and Windows.

Direct Connect was problematic with our local bank. Essentially all their clients got what the bank paid for…They’ve changed their interface, taking some effort on their clients part but well worth it. I use my Mac on chart and trade platforms but went to PC in ’07 with loss of Mac bill pay. May now go back; thanks for “you all’s ” إدخال.

Always looked at Mac as personnal home finance at most, not portfolio or accounting oriented.

I will always believe that this attitude of ‘personal’ orientated computers has been the one and greatest loss for Apple.

In the old PC version of Quicken that I had, there was a calendar that showed all my upcoming bills and deposits day by day and the projected balance for each day as I went along. When I switched to a Mac (which I love), the quicken product did not give me any such calendar at all. I returned the product and bought MoneyDance. Although MoneyDance does have the calendar so i can see my upcoming bills and projected deposits, it does not give a balance on each day. So both programs were disappointments to me. Does Quicken 2017 for mac give that calendar? You have posted many pictures of the different screens but I did not see the calendar view screen. Can you post one so I can see if it is what I am looking for?

Hi Denise, Yes Quicken 2017 for Mac does support a calendar view to show you upcoming bills and deposits. Hope this helps:

That is the calendar for data entry….That is NOT the Calendar VIEW the user is asking about.

This is a picture of a calendar. This is NOT the calendar view that Quicken on the PC had. I am looking for something that if i pull up the calendar i can see every day showing bills due and a projected balance based on those bills and/or projected deposits at a glance – where I can see the whole month in front of me. Does it have that?

Sorry if you mean is it possible to link upcoming online bills to the calendar in Quicken 2017 for Mac and see the amount due then no, that’s not possible yet. It is however something that users can vote for to be added to Quicken 2017 on Mac.

This user is asking about seeing bills due and projected balance…i. e., BIll Reminders, not necessarily to link upcoming online bills…that is a whole other feature.

Simply put, they want to see what info shows up on the calendar plus a graph similar to the Bill Reminders graph. I know for a fact the latter feature is NOT available. I know that Bill reminders do show up on the calendar. So why not post a Calendar show this?

Smayer97 is exactly correct as to what i am looking for. I don’t care about the graph he/she mentioned, but I’d like to see what shows up on the calendar for bill reminders, projected balance, etc. Thank you Smayer97; you put it in better words than I did.

I am thinking of getting Quicken 2017 for Mac but am surprised it does not have basic report capability for balance sheets and income statements – really ?? I have been on Quicken 1986 for many years and they had these basic reports back then !!

As stated above, the key phrase I mentioned is “…[Quicken for Mac] was re-written from the ground up…” so many features are being rebuilt into the new version. It is unfortunate that the product was released before it had many key features but I guess they decided this was the best approach to fund the future development and support of the Mac version, so it is what it is. Again, go add your vote for any missing features you want to see return, to help priorities the work (see link above on Nov 27).

I am currently running Quicken Deluxe 2018 Windows on my MAC using VMware Fusion. If I purchase Quicken for MAC 2017 and import the current backup file from the Windows 2018 on VMware will I be able to maintain both versions (making entries on both versions) until comfortable with the new MAC 2017 software? I’d really like to stop using the VMware fusion.

That would technically be possible on your Mac. However, if you have a Quicken account linked to your Quicken Deluxe 2018 setup, it may not be possible to connect your Quicken 2017 for Mac setup at the same time. You should check with Quicken for Mac Support about this.

The answer is simply yes. And you can maintain simultaneous connectivity to your online accounts if you have any. There is no conflict.

Interesting news coming out of Quicken…They just released Quicken for Windows 2017 for Canada last week. They are trying out a NEW subscription-based model. Why am I posting this here about a Windows product on a Mac forum? Because of interesting news found in their FAQ for this product:

It says in the FAQ under [I don’t use online banking, do I still need to buy connected services?]

“All future Quicken products will be subscription products.” This will include the US Windows and Mac versions too.

So what is significant about this? Reading carefully you will find this under [What happens to my data when my access to Quicken Connected Services ends?]

& # 8220؛ & # 8230؛ While you can continue to access your data and run reports, you’ll no longer be able to download transactions, ***or add manual transactions***.” [emphasis added]

For the first time you would be cut off from being able to continue to use the product to update your data, even manually.

If you are concerned about this, there is an extensive discussion going on in the Quicken Community forum under the topic “Quicken Inc should reverse its decision to change to a subscription that makes the user’s data read-only if they stop paying”

You can add your voice, and most importantly, add your VOTE to change this by going to this discussion located here:

Then click VOTE at the top of the page. (Also click FOLLOW to get updates on the discussion).

Please spread the word so others can voice their concerns about this.

Banktivity 6 Review 2018 – The Best Personal Finance Software for Mac?

Review of: Banktivity.

تمت المراجعة بواسطة: لاري لودويغ.

Last modified: December 26, 2017.

Banktivity 6 is a great alternative for dissatisfied Quicken for Mac users. This personal finance software has all the features competing Macintosh apps have and a few features typically available only on Quicken for Windows. The downside is the annual fee you'll pay for connecting your banks.

خدمة الزبائن.

سهولة الاستعمال.

أدوات & أمب؛ مصادر.

Synchronization.

Accessibility.

Quicken is the personal finance software of choice for Windows users, but what if you’re a Mac person? Quicken 2017 for Mac should be the easy answer, but it’s completely different from the Windows version, and many users have found it to be a nonstarter. That’s where Banktivity 6 by IGG Software steps in.

Banktivity used to be called “iBank.” But in early 2018, IGG software renamed it. In this review, we’ll check out the updates that have been made for the release of the app’s sixth edition. And we’ll compare it to what I still consider the gold standard among personal finance applications: Quicken for Windows.

Banktivity Features.

Tagging (New) — Allows you to track spending across multiple categories for events like a vacation. Workspaces (New) — Get side-by-side windows that allow you to work in multiple parts of Banktivity at the same time. Quick Reports (New) — Drag and drop to create an instant report of your finances. Direct Access — Connect to more banks than ever. This is done via Yodlee. But this service isn’t free. A one-year subscription is $39.99. A 90-day subscription is $12.99. A 30-day subscription is $4.99. A free 30-day trial is available. Budgeting — In an improvement on the previous version, you can build savings, track spending, monitor daily progress, incorporate scheduled income and bills, compare goals vs. results, and sync your budgets to Banktivity for iPad. One-Button Update — Similar to what’s offered in Quicken, you can now download all financial transactions with one click. Improved Investing Tools — Enhanced investment support for bonds and options. Setup Assistant — Making it easier to import from other applications. Prevent Duplicate Download Transactions — Superior elimination of duplicate transactions from bank downloads. iPad Synchronization — Sync of scheduled transactions. Improved Speed — Better use of import rules to speed categorization. Better Categorization — The ability to categorize investment transactions.

What Is Banktivity?

Banktivity is personal finance software for Macintosh users. Created by IGG Software, it helps users pay bills online, track their spending patterns and maintain a budget. It’s a good alternative to Quicken if you’ve got an Apple-centric household with a Macintosh computer and “i” mobile devices.

Converting From Quicken.

I’m a longtime user of Quicken for Windows. To test Banktivity, I exported a QIF file of my current data from Quicken. I suspect many people will do this. So I tested this part out extensively. In its fifth version, Banktivity added a setup assistant, which makes the import process much easier than previously.

Banktivity requires the latest macOS – Sierra (10.12) or newer. If you have an older Macintosh you’ll not be able to use Banktivity.

I was surprised by how painless the conversion from my Quicken file was. I had a few minor issues in account categorization, but that was it. I don’t use Quicken for Mac regularly. So I wasn’t able to test this feature. I suspect the import process is similar and just as easy.

Unfortunately, all of the online download account information is not passed to the QIF file. You must manually set up each account within Banktivity. Most of my 52-plus accounts are set up to download It can be a long, tedious process to set up each one. Mind you, this isn’t the fault of IGG Software. Rather, the limitation is in the QIF file format (which was developed by Quicken), and security reasons require this setup.

When using Banktivity with any bank that requires a direct connection for synchronization, you must create an account with IGG Software. The direct connection service is in addition to purchasing the software. A one-year subscription costs $39.99. (I suspect most people will purchase this.)

لقطات.

Banktivity Alternatives.

Mobile Synchronization.

Like Quicken for Windows, Banktivity Mobile can sync with your iPad or iPhone, so you have access to your information on the go. Unfortunately, the app isn’t free and costs $9.99 if you want mobile access.

I don’t need a total view of my finances from my iPhone. The mobile app is useful primarily for transaction entry. So that would mean I would need to have access to only my checking, cash and credit card accounts. I wouldn’t care about investment accounts while on the go. Personal Capital does a better job with their consolidated view of investments.

Beyond this, the synchronization works well and gives you access to the same information you have within your desktop software. The app does not give you access to these sections: budgets, memorized transactions, scheduled transactions, historical security prices, account interest rates, or reports.

If a conflict occurs, your desktop software will notify you and allow you to pick which transaction should win. It is possible to synchronize with multiple mobile devices. But your desktop Banktivity software will always be the master.

Quicken also has an iPhone app, but from testing both apps it appears that Banktivity’s functionality is slightly better.

Investment Tracking.

The investment area has been improved from the previous version, but it’s still not as useful as either Quicken for Windows or the online service Personal Capital.

The positive: It allows you to reconcile your accounts and does allow for downloading transactions from popular financial institutions. It can even download the latest stock quotes into Banktivity.

New for this version is a centralized portfolio view that shows you all of your investments in one place. But Banktivity’s investment “type” category is based upon investment instrument, rather than sector.

IGG Software touts currency conversion as a big feature in their application. Yes, I do consider it a good feature that pretty much no other personal finance software offers. But there is a good reason no others offer it. How many individuals have accounts in different currencies?

Assuming that the United States is their primary audience, there is very little need for this feature. U. S. citizens must comply with a complex array of compliance issues when owning foreign bank accounts.

So this is a neat feature and a must-have for those who have this problem, but I just don’t see that many users needing it.

إيجابيات وسلبيات.

Strong Macintosh Support — If you are looking for a native Apple app, Banktivity is a serious contender with MacOS, iPhone, iPad and Apple Watch support. Private Cloud Sync — Sync your data in the cloud among multiple devices. Multi-currency — For those who need the option, Banktivity supports multiple currencies. Tagging — Makes it easy to track and group spending patterns across categories. Report Exporting — Reports can now be exported to CSV (otherwise known as comma delimited) files.

Costly — If using the direct connect feature (I suspect most users will), Banktivity costs $104.98 for the first year. This makes Banktivity one of the more expensive personal finance applications available. Requires Latest macOS — Banktivity requires the latest macOS - Sierra (10.12) or newer. Users who have older Macintoshes or who haven't upgraded to the latest version won't be able to run Banktivity. iPhone App Costs Extra — If you want access to your finances on the go, the app costs $9.99. Odd Portfolio Categorization — Investments aren't categorized based upon asset class (e. g., large-cap, mid-cap, small-cap, etc.) but by type of security(e. g., bond, stock, mutual fund, etc.).

For those who want a native Macintosh application, Banktivity should be on your short list to consider. Banktivity has all of the must-have features any modern personal finance application should have.

It’s great to see Banktivity improve with each new version. This version makes it just that much closer in comparison to Quicken for Windows and, in my opinion, surpassing Quicken for Mac. However, while the investment functionality has improved from the previous version, it could still use some improvements to match Quicken for Windows.

For others who are more concerned about budgeting and balancing their checkbook, these limitations aren’t that big of an issue.

From my extensive testing, I actually like Banktivity 6 enough to perhaps personally use it as a supplement to Personal Capital, which I like using for the investment tracking.

For this version, we have increased the rating to 8 stars. This rates Banktivity higher than its Macintosh competitors, Moneydance and Quicken for Mac.

If you’re looking for desktop software that’s Macintosh-based, Banktivity 6 is hard to beat.

اقترح لك.

How to Run Quicken for Windows on a Mac.

Quicken 2018 for Mac Review - Now with Bill Payment.

YNAB Review 2018 - Now an Online Service With Bank Syncing.

Mint Review 2018 - The Bill Pay, Budgeting, and Tracking App.

Moneydance Review 2018 - Quicken Replacement for Mac Users.

“IGG Software touts currency conversion as a big feature in their application. Yes, I do consider it a good feature that pretty much no other personal finance software offers. But there is a good reason no others offer it. How many individuals have accounts in different currencies?

Assuming that the United States is their primary audience, there is very little need for this feature. U. S. citizens must comply with a complex array of compliance issues when owning foreign bank accounts.

So this is a neat feature and a must-have for those who have this problem, but I just don’t see that many users needing it.”

Well for the over 9 million of us Americans that have or are living abroad it is a godsend!

So first you have to pay for the program and then extra for online access? That is a deal buster for me. Further, your rating bars shown in the article, are for all purposes tied. So why shift and pay even more for fairly poor performance that matches Quicken?

I started using Quicken on my Mac when it first came out, then stopped when it started to vacuum so badly. In many ways it still does. It seem to “break” on a regular basis or they completely forget to do thins, such as remembering to include the Financial Institutions in one up date. Further, it seems that they update/repair it every other day; after which things are even worse.

So, why can’t someone develop an actual, truly good program for Macs?

I have been disappointed by Banktivity 6 vs Banktivity 5. The loss of significant digits in securities prices means my B6 records no longer match my brokerage records (okay, so the disagreement is down in the cents, but if B5 could do it, why not B6?). B6 often chokes ingesting QFX files from my credit card company (the exact same file is processed fine by B5), and the program often hangs attempting some action like “preparing to close document.” Unfortunately, an unrelated Unix issue required me to upgrade to OSX 10.13. That forced me to use B6 (B5 will not run under the new OS). I’m soldiering on, but not liking it. I dumped Quicken years ago when their Mac offerings became so dreadful, but now I see that, on paper at least, Quicken is almost adequate…

Okay, I have been running Banktivity 6 and Quicken in parallel for a month. While I would prefer to give the nod to Banktivity, because it’s what I’m used to and I have years of records, Quicken simply works better. I have two reasons for this judgement. First, credit cards: either automatic updating or downloading and processing QFX files, Quicken never skips a beat. Banktivity works for some accounts but chokes on others. Because it always hangs on the same accounts, I suspect the problem is that my Banktivity files are malformed. That error probably arose in the conversion from Banktivity 5 to Banktivity 6, since Banktivity 5 worked flawlessly, but I’m not about to spend hours trying to track the problem down.

Second, brokerage accounts. My comment above about B6’s lack of significant digits making my B6 records disagree with my brokerage statements I now regard as trivial; there is a much more serious problem: reinvested dividends. B5 used to split reinvestments into two transactions: a credit to the account followed by a buy, so that the cash balance correctly remained the same. That was a bit clunky, but it worked. IGG obviously wanted to make B6 better, so they did reinvestments right, almost. Now they have a single reinvestment operation which both brings in the new cash and buys the new securities (though if you look in detail at the transaction you’ll see that they actually accomplish this by stuffing a double-the-price amount in the “commission” box; I guess whatever works is okay). The problem is that, like B5, B6 *also* records a separate dividend transaction, which adds new cash–cash which doesn’t exist–to your account. You can correct this problem by deleting the separate dividend transactions, but the next time B6 updates things, it will stick those transactions right back in. That’s most definitely a bug (a bug easily fixed, but why do I have to discover it? I’m not a beta-tester). Meanwhile, Quicken handles reinvestments with smooth aplomb; everything is put in the right place and all the numbers agree with my broker.

Overall, I like Banktivity 5 the best, but I can no longer use it since it’s incompatible with High Sierra. I am reluctantly switching to Quicken since Banktivity 6 is so buggy. BTW, the transition from Banktivity to Quicken is not for the faint of heart. Banktivity can export to QIF format, which Quicken can ingest, but some information is lost so you have to scan through all the imported transactions to make sure they’re doing the right thing. I set up my new Quicken records going back only a year. That took a couple of days and a lot of coffee.

Thanks for your comments Gerard.

I hope you will update this regarding IGG’s poor support. They very recently had a huge issue where stock quotes were no longer updating among their entire history of products including iBank 4, Banktivity 5, and Banktivity 6. They are not fixing iBank 4, forcing users to upgrade (with a mere 25% discount for Banktivity 6 or 50% or Banktivity 5). 5 year old software should not be FORCING users to pay for an update.

Will TurboTax import from Banktivity? Also is your data stored on your computer so you don’t have to be connected when working on data?

Can this software group expenses by (the personal equivalent of) departments? For example, Auto Expenses could be allocated to two different ‘departments’. Another example, utility company 1 expenses for ‘department A’ and utility company 2 expenses for ‘department B’ would be categorized in the Utility expense category, but show up in the appropriate department report.

Tags only come close in what you want to achieve.

I ONLY use Quicken as a check register and to do reports for tax preparation. My Quicken for P/C has so many defects I bought a Mac and am about to migrate my Quicken. These reports about Quicken for MAC worry me aqnd it is clearly a program too heavy for what I need… ideas please??

I LUV BANKTIVITY 6.0+ . This does EXACTLY what I want in a MAC program. While I’m new to Investment processing, I have more information than I can absorb. I keep discovering new aspects and it’s like Christmas everytime I discover the feature. The simple bank downloading feature has simplified my financial life by a REAL 95%. I would like to see a little more on tax categories reporting which should be easy since the data is already captured but not really used. Hopefully, soon.

Banktivity 5 or 6 can’t handle any Merrill Investments. Share Balances will vary from -10,000,000 to + 9,000,000 when downloading. It appears to me that Bantivity has no idea how to manage bond transactions – buying or selling – the dividends appear ok.

I have spent hours with the Chat Experts, sent screen-shots, logs etc and they haven’t a clue. They just say I should look at each transaction and make it match Merrill – a joke there are thousands.

Even after deleting an account and re-establishing with direct download, within a day or two outrageous errors begin to appear again.

The program is only good for keeping balances in bank accounts and credit cards and for categorizing for tax purposes. If you are looking for anything to keep track of investments, I would recommend your bank, certainly not Banktivity.

Got this when we switched from windows to a Mac. We pay for their download services and I have to constantly go in to correct transactions. You get these inexplainable phantom transactions and transfers. Makes more work for us. Took a lot of work to set up as well. Unfortunately quicken for windows has set a high bar and it’s mind boggling why the Mac doesn’t have an equivalent.

Good review – but just a comment on your view that the currency capability is useless – not everyone who will buy this lives in the US. A great many Canadians have US dollar accounts so this is very useful.

Long time Banktivity (even when it was iBank) customer here. I am sad to say that IGG Software has continually made customers purchase and re-purchase their apps. I kept upgrading so that I could get full use of the tool. I am a CPA and liked the design of the software for simple personal use. But not only am I bummed that they keep charging me money, but the apps are unstable and they say it’s my data when I call them…I go through all the process to get the mobile apps working fine and then the next day, the apps crash again..and again. So in 2 years I have NEVER been able to access my data on the go, I have to always use the desktop to do my work. Lastly, I calmly and respectfully attempted to get support and my emails/support tickets are completely ignored. I think it’s because I haven’t paid them (AGAIN) to upgrade to v 6 yet. But I am just guessing. حزينة جدا & # 8230؛ the software has a good design, but I think the culture at IGG Software makes it unlikely that they will assist the original users that made them so successful in the first place. Goodbye Banktivity.

Portfolio holding reports are extremely odd and almost useless except as a summary.

No easy way to view all holdings, or to see combined portfolios, or to group investments into asset classes and view investments across a portfolio within those groups.

The whole approach to managing investments in very strange and awkward.

إعلان المعلن.

Featured Personal Finance Software.

CountAbout Mint Moneydance Moneyspire Quicken 2018 for Windows Quicken 2018 for Mac Personal Capital (recommended) YNAB (recommended)

Personal Finance Resources.

المستثمر جونكي الشهادات.

جدول المحتويات.

مساعدة في جعل التمويل سهلة. المستثمر جونكي هو الاختصار الخاص بك إلى الحرية المالية. ونحن نعلم أن إدارة الشؤون المالية ليست سهلة. نقوم بتحليل ومقارنة الأدوات لمساعدتك على اتخاذ أفضل القرارات لحالتك المالية الشخصية.

اشترك في النشرة الإخبارية المستثمر جونكي.

البقاء على اتصال للمستثمر جونكي.

المستثمر جونكي هو الناشر المالي الذي لا يقدم أي نصيحة مالية شخصية أو الدعوة لشراء أو بيع أي أمن أو استثمار لأي فرد معين. وينبغي أن يدرك الأعضاء أن أسواق الاستثمار تنطوي على مخاطر متأصلة، وأن الأداء السابق لا يضمن النتائج المستقبلية. المستثمر جونكي لديه علاقات الإعلان مع بعض العروض المدرجة على هذا الموقع. المستثمر جونكي يحاول اتخاذ نهج معقول وحسن النية للحفاظ على الموضوعية نحو تقديم الإحالات التي هي في مصلحة القراء. المستثمر جونكي تسعى جاهدة للحفاظ على معلوماتها دقيقة وحتى الآن. المعلومات عن المستثمر جونكي يمكن أن تكون مختلفة عن ما تجد عند زيارة موقع طرف ثالث. يتم تقديم جميع المنتجات دون ضمان. لمزيد من المعلومات، يرجى قراءة إخلاء المسؤولية الكامل.

Quicken Alternatives – Is There Anything Better?

Quicken is one of the oldest and most recognized personal finance programs available, with more than three decades of history behind it. But for many users, it just doesn’t cut it.

The first edition of Quicken was released back in 1983 — long before the World Wide Web went live. Developed by former owner Intuit, Quicken was a sturdy, workhorse software solution for personal finance management.

But then everything changed when practically every aspect of our lives went online.

How Mint Edged Out Quicken.

The downfall of Quicken can be traced back to September 2009, when Intuit, then-owner of Quicken, Quickbooks, and TurboTax, purchased Mint and added the site to its product portfolio. In the following years, Intuit operated an online version of Quicken, called Quicken Online, in parallel with Mint, which offered a nearly identical feature set. In late 2009, Intuit announced that Quicken Online would be merged into Mint. This was the first big sign that Quicken was on the way out of favor at Intuit. And existing Quicken Online users were left in a precarious situation with no ability to migrate their historic data.

Quicken Desktop users fared better, as the program was updated each year and was even sold to a private equity firm. But that doesn’t mean it’s perfect.

Why It May Be Time to Ditch Quicken.

There are many downsides to Quicken’s desktop program that make the service unappealing to Millennials and other tech-savvy personal finance enthusiasts. Here are some of the downsides of Quicken compared to better Quicken alternatives:

No automatic background updates. Clumsy process to manage bank account connections. Data saved on your computer is susceptible to loss from a computer crash. Multiple editions with higher pricing for more features. Some features not available on both Windows or Mac versions. Desktop version required to view the phone app. Quicken doesn’t support some banks and finance companies that other programs support. Quicken can be expensive, while most Quicken alternatives are free to use.

The one place Quicken stands out as a stronger product is in tracking investments over time. However, the most important features to track cost basis and potential taxes are built into most brokerage websites when you log into your account.

Alternatives to Quicken 2018.

While there are some good alternatives, the list of desktop-based personal finance apps is quite short. In fact, Quicken doesn’t have much competition. And not all of these services will cater to your personal finance needs. So it’s important to read our detailed reviews and determine the best one for your situation.

The most exciting services today are web based, including several options below. However, if you’re looking to transition to online personal finance management instead of desktop software, you might find some interesting choices in our Mint alternatives article.

Personal Capital.

Personal Capital is an excellent personal finance app that syncs your spending, saving and investing accounts. It's easy to use, plus it's free! Personal Capital has a powerful feature that completes a thorough checkup of your investment portfolio. However, its Wealth Management service, is more expensive than other robo advisors.

Complete View of Your Finances Powerful Investment Checkup Support via Many Apps The You Index Easy to Use Custom Allocation of Unknown Assets Great Reporting All-Inclusive Wealth Management Fee.

Asset Allocation Is Not Customizable Budgeting Tool Needs Improvement Cannot Reconcile Expensive Wealth Management Service High Minimum for Wealth Management No Import Option From Quicken.

If you are looking for a web-based finance app that focuses on investing, this is we recommend Personal Capital. In fact, we have it on our list of the best investment apps. Unlike Mint, which focuses a lot on budgeting (and where your money has gone), Personal Capital emphasizes investing and saving for retirement. You can track expenses with this app, but you can also create an investing plan — and even have the app analyze your investing fees and help you avoid them. Larry Ludwig, our editor-in-chief, has replaced Quicken with Personal Capital and lists the reasons why here.

This free app summarizes all of your accounts in one dashboard with an emphasis on investments. While it is light on budgeting tools, it is great for helping you save on investment fees and manage your portfolio for long-term growth.

You Need A Budget (YNAB) is one of the more popular budgeting apps on the market, and for good reason. It costs very little and has great synchronization features. Although YNAB doesn't track your investments, it excels at creating and managing your budget.

YNAB Is All About Budgeting Goes Beyond the Mechanics of Budgeting Low Cost YNAB Continues to Evolve.

No Phone or Email Contact Not a One-Stop Shop for All Things Financial Lacks Two-Factor Authentication.

YNAB focuses on four basic principles: Stop living paycheck to paycheck, give every dollar a job, save for a rainy day, and roll with the punches. It’s less about tracking where your money went and more about telling it where to go. This is a great software option for those especially interested in zero-based budgeting.

This app has a cult-like following with fans who love its strategy of giving every dollar a job. YNAB is budget-first and is designed to make you think about how you and your family spend, save, or invest every single dollar you earn.

Moneydance.

Looking for an alternative to Quicken for Mac? Moneydance could be a great alternative for you. You can use it to manage as many as 100 transactions for free or buy it outright for $49.99. The app can help you manage your investments, remember to pay bills on time and create budgets.

A Decent Alternative to Quicken for Mac Easy to Check Your Budget Bill Pay and Reminders.

Transferring Data From Quicken Can Be Difficult.

Moneydance is a desktop app. It allows you to create a budget, gives you bill-pay reminders, generates helpful financial charts and graphs and offers investment support. You can link your accounts online for automatic updates or enter your information manually.

Mac, Windows, and Linux users can all use this desktop-based app. This is one of the closest competitors of Quicken, and it stands out for its ledger-based account management and useful graphics and reports.

Moneyspire.

Moneyspire is a personal finance platform that aims to organize your money by keeping track of all of your transactions and helping you with your budget. However, with no Android support, a cumbersome signup process and limited functionality, there are better personal finance apps out there.

One Screen View Good Customer Service Linux Support.

Cumbersome Setup No Android Support Possible Bank Fees Free App Is Limited.

Moneyspire offers support for Windows, Mac, and Linux. You can create a budget and download transactions from your bank. Moneyspire is free to try and can be downloaded from their website. The mobile version is available for iOS only, with no Android support.

Moneyspire is focused on making money management easy and does so with simple and easy-to-follow views. The majority of your time in the app takes place on one screen so you don’t have to worry about jumping around between views.

Banktivity.

Banktivity 6 is personal finance software that gets right what Quicken for Mac gets wrong, offering several features that only Quicken for Windows provides. However, it doesn't come cheap, as you'll have to pay an annual fee to connect your bank accounts.

Strong Macintosh Support Private Cloud Sync Multi-currency Tagging Report Exporting.

Costly Requires Latest macOS iPhone App Costs Extra Odd Portfolio Categorization.

Banktivity is one of the few native applications for Apple’s MacOS operating system, along with Moneydance and Moneyspire. Of these three, Banktivity is one with the most features. In addition, like Quicken for Windows, Banktivity offers mobile synchronization with your iPad, iPhone and even your Apple Watch.

Mac users rejoice; this Mac-first app looks and feels natural for Mac computers rather than just putting a Windows program in a Mac wrapper. Banktivity is easy to navigate and quickly find what you need. Or set up workspaces (pages) to see exactly what you want when you want it.

CountAbout.

Although it lacks the sophisticated planning tools that other apps provide, CountAbout can be a handy tool for budgeting and managing your current personal finances. A highlight: The app allows you to easily sync all of your personal finance accounts in one location.

Smartphone Access Import Quicken or Mint Transactions No Ads Great Reporting.

No Bill Pay Annual Fee No Financial Planning.

CountAbout is an online service that automatically downloads your transactions into one central place and allows you to create budgets with ease. Unique to CountAbout, you can import your existing transactions from Mint or Quicken. Sign up for the free 15-day trial.

It is rare to find a web-based personal finance app that can import from Quicken or Mint, but CountAbout has you covered. And you can access your data from your phone. While CountAbout is not free, it offers a clean, ad-free experience.

PocketSmith.

PocketSmith is easy-to-use, convenient personal finance software that lets you track all of your spending, credit and investing accounts, as well as projecting your future finances. Unfortunately, if you just want to use the free version, you'll find its functionality somewhat limited compared to other free personal finance apps.

Flexibility Track One-Time Events Create Your Own Categories Google-Like Calendar System Compatible With Mint Smooth Signup Process.

You Won't Master It in a Day Free Version Is Limited.

Web-based PocketSmith not only lets you track your spending, but it generates projections of your future financial picture. You can also create monthly, weekly or even daily budgets that start on any day you choose (no waiting until the first of the month).

PocketSmith is easy to set up and use, flexible and convenient. Plus, its unique calendar feature is extremely handy and gives you a window on the future of your finances.

Quickbooks Online.

QuickBooks Online is the online service to beat. Their service is easy-to-use and is a good fit for most small businesses. The downside is customer support is poor.

Easy to Use Online Banking Mobile Access Third-Party Apps.

Poor Customer Service Difficulty Importing Data.

For individuals who need full accounting software, or like to treat their personal finance like a business then QuickBooks Online is your answer. From a part-time side hustle, full-time business, or managing real estate QuickBooks can’t be beat. It is our recommended accounting software. Plus they have a 30-day free trial.

Readers: Which alternative do you like? What’s your favorite software option? Got another suggestion for a Quicken alternative? اترك تعليقا!

اقترح لك.

Personal Capital Review 2018 - Track Your Investments Free.

Why I've Switched From Using Quicken to Personal Capital.

Quicken Has Been Sold…What Is Next?

Mint Alternatives 2018 - Better Personal Finance Software.

I can’t tell from ANY of these reviews whether they meet my needs. All I want is a computer based “balance my checkbook” program, and to be able to do the same for my credit card accounts, and to be able to fold this into budget and tax planning….. just like Quicken except not so extremely customer unfriendly like Quicken is.

I am still using Quicken 98 on my Windows 7 Computer. Only probn is keeps asking for floppy to back up, but I managed to configure it to back up to C: Mind you I am still looking for an alternative that is as easy to use as Quicken 98.

If it were me, I would migrate to an online option. Futzing around with programs that are nearly 20 years old and ask you to use floppy disks is probably a big waste of your time.

My Quicken still works fine, I never used the download statement options, I prefer to do that manually and it backs up to my C Drive wonderfully, just clikck no when asked for floppy disl. Before Quicken I used an app called Page ChequeBook (freebie) then it disappeared off the market even though I was willing to pay for it, and Quicken 98 was nearest I could find, even though I do not use a lot of features in it. I have no intention of backing anything up online.

In the 1980s, I wrote a basic finance tracking program in BASIC. In the early 1990s I gleefully jumped on the Quicken bandwagon. In 1998 I changed banks to be able to download banking data in Quicken. Suddenly, I did not have to do data-entry and everything was good.

As Quicken the company tries to frog march me away from Intuit, I am questioning if I want to put my financial data into the cloud for them to “aggregate”. Do I want to pay a subscription every year or face them locking my ability to add and change MY data? This is sounding a lot like ransomware!

I am going to use my legacy version of Quicken for as long as possible. My current thinking on a plan b is to do everything in Excel.

I run Quicken for Windows on a MAC. Windows 10 runs on a Virtual Machine (Parallels Software). The recent manditory Update to Quicken 2018 demands various xxx. exe programs be shut down. This puts down the virtual machine and thus shuts down Windows, so no update. Quicken support has no solution.

I have been using Quicken since the early 1990’s mainly for bank and credit card expense tracking and check writing to pay bills. Today I was forced to migrate from Intuit to the new Quicken website and as a result had to abandon my Intuit ID and create a new Quicken ID. My intuit ID was a name I made up, but the Quicken ID must be a valid e-mail address. So I entered a new ID using my regular e-mail address and then had to use that to log in. Quicken (the program) autofilled the User ID field with my Old Intuit ID ( an e-mail) and I was not able to overwrite it with my new Quicken ID. I was dead in the water. I initiated a chat session and eventually was able to log in (after 3 hours on chat - no phone support on weekends and phone support requires premium support) .

I was disturbed when I completed the migration from Intuit to Quicken because I was greeted with a Welcome to the Cloud. That welcome made me suspect that my quicken data file may have been exported to one of their servers. I did not sign up for mobile device use as I do not trust any such service to be able to adequately protect my data which includes access information to investment accounts as well as passwords for banking services also, data that is essential in order to be able to manage accounts from a mobile device. The agent I was working with insisted that Quicken didn’t have access to that data, but I pointed out that there was no way for a mobile device to be able to manage accounts without access to that data, and there would be no way for Quicken to access the data on my home computer when it was shut off. Instead Quicken would have a copy which would be updated and then when I launched quicken from my computer it would sync up with data on the cloud. I can think of no other way it can be done without that being the case. The agent insisted I was not correct.

Given the hacking of credit bureaus, and Government websites etc, I have no confidence at all in on-line services and would never consider trying to manage my finances from my phone. I am a security expert, though not in web based services, but instead my expertise lies in designing highly secure communication devices for DoD and Government secure communications. I understand the kinds of vulnerabilities that exist and the internet is a direct pipeline for hackers to try and gain access to anything connected to the web. As an individual user I am not a target worthy of attack, but financial management services companies like Quicken are a huge and valuable target and definitely will be targeted.

I have lived with all the of bugs and quirks of quicken for years, but I am now looking for something that gives me the ability to manage my bank accounts, credit cards transactions etc so I can write checks and pay my bills. I neither need or desire any cloud base services.

Hi John, pretty much all of these services are cloud based or moving that direction. Desktop based services simply can’t keep up with the power and preference for what we can do online these days.

I have been using Quicken for about 20 years. I found out today that in order to move Quicken to a new laptop I would have to purchase an upgrade for $109.00. I only use it for budgeting and tracking my expenses on my check book. I’m only using this software on my laptop and not on my Android phone. I would like to replace Quicken with another program that I can use on my laptop and not have to be online. Anyone have any suggestions.

Which of the programs recommended would one use for a real estate company / real estate agent?

None of them, Quickbooks Online since you are a business. See our review for more details.

I’ve lost all ability of accessing 20 years of Quicken Home & Business Files – I can see many of them, I can see them in my external hard drive backup files, in Norton OLBU cloud etc. but nothing I’ve done has repaired it and there is no explanation why it functioned on June 8th but not on June 10th. I’ve lost weeks , 7 of them, trying to repair it and I’m desperate. I need online Banking, Tax Reporting, manual breakdown of expenses for tax reporting. I dont’ know how I’ll replicate 2017 nor access years of past tax info. and reports. It’s overwhelming. MS can’t help, Norton can’t help, I’ve been everywhere possible, Toms Hardware, bleeping computer, everyone has tried to help – except Quicken. I’ve never met a more useless group of “techs” في حياتي. Honestly, I’m certain I’ve taught them more about PC’s and how they function than they’ve helped me. I’ve worked with the guts of my PC and nothing has helped so it’s time to move on. PC is 6 years old with a reported “bad motherboard with that model” , thanks HP.

I’ve used Quicken Canada editions for over ten years, but I think it’s time to part company.

Over the last two days, I have spent over 1½ hours on the phone with support and many more hours on my own trying to resolve an issue, only to be told that they no longer will honour their promise to provide support until the end of May 2017.

On Tuesday, I couldn’t update banking information from the previous day. I downloaded QFX data files from two different financial institutions, but they wouldn’t upload. Clicking on the files initiated a search for a file “Quicken2017.msi”.

I called Quicken and the first support person said it was a Microsoft problem and they couldn’t help and advised I reinstall the program.

As my new laptop doesn’t have a disc drive, I located my original installation disc for Intuit Quicken Home & Business 2017 Canadian Edition, and copied the disc files unto an older laptop, and then transferred that zip folder & files to my current machine. Installation went fine. Attempted to update the banking QFX files once again withour success. This time the program was “blind and dumb” & # 8230؛ said I didn’t have an internet connection — (which I did) and requested my Intuit ID. Efforts to input it, repeatedly failed.

I contacted Quicken again and again the support agent was unaware that support for Canadian Quicken was supposed to continue until the end of May 2017.

Continued efforts to seek help and download the MONDO patch update were frustrating, as the agent discovered the links to support pages are gone and help is unavailable for Canadian 2017 versions — the program will no longer allow connection to banks or allow any downloads to update accounts.

الحل؟ The agent offered me a $10 discount, attempting to entice me to upgrade to Quicken 2017.

In view of the poor experience, lack of knowledge exhibited and failure to honour the support promise, let’s just say I’m not anxious to buy.

Anyone suggest a good software alternative to Quicken that allows me to transfer my existing data? I’ve already looked at a number but am open to opinions based on your experiences.

I have used Quicken for many years with no problems until a few days ago. I am currently using Quicken Deluxe 2018 (with Windows 10). I use it only for checking account management, including printing checks, reconciling monthly statements, and sorting transactions into categories for generating income tax data. I do not download anything from my bank or credit union. So I need just a smoothly functioning checkbook program. A few days ago I opened Quicken and several years of checking entries had mysteriously disappeared. I tried to restore the data from my Quicken online backup/restore account, and even more entries disappeared. After reading of similar problems had by others, I am reluctant to continue to use Quicken. I need an alternative. أي اقتراحات؟

Quicken for Mac 2018 is probably the worst computer program I have ever used. I have been trying to set up consistent on-line bill paying options and can’t do it. Bank of America says Quicken has terminated their direct connect option and Quicken says it should work.

Don’t buy Quicken for Mac 2018 – it’s not ready for prime time.

I am a Quicken user from their beginning, and still use it. I stopped “updating” years ago when they began to strip out functions to sell indivitually. The old versions WILL still work and are not buggy, but they won’t do the bill pay from Quicken or the auto download from all your accounts that require you to “upgrade to latest version”. I stopped at V2000 and it does and the portfolir management, charting, transaction posting and management entered manually, but it works. And it will generate “tax prep reports” that you can print and enter data into TurboTax, which I have also used decades. I struggled with switching to Windows versions of their programs, but that allowed use of much larger files, and I have decades of data in use. All of it is on my own storage – a network server is not costly and keeps your data in house. Encrypted. Safe. Cloud, to me, is flatulance! I don’t want it.

If you watch what they are doing, you can sense they are switching those who will follow them to “rent ware”. This concept was attempted in the DOS days too, and the concept was to use software stored on a remote server, connected through COMPUSERVE, or similar, via 300 baud modem. Remember the huge long distance phone bills in those days? And when you installed this “service” on your HD, whatever you did passed through your new “service”. To escape required a new DOS install. Looks to me like Windows 10 is headed that way. Do you really need it? Or want it?

I’ve been using YNAB for the past week. I think this is great for smaller, single person budgets, but not for a larger one with multiple bills every month. There is no calendar to put bills on, instead all future bills are listed right in your account register, which bogs it down. You also do not put your income in your budget, only your withdrawals. I’m not sure why that point of that is. My budget says its $4000 a month, but if you don’t add in your inflow how are you supposed to know how much extra funds you have for paying off debt or putting into savings? Its a great looking program, but won’t work for our household.

I am looking for a free simple financial software with a mobile app. I just need to manage one checking account and have access to my budget on the mobile app. I am an it professional and would prefer a desktop version were i can store the data file in Syncplicity or Dropbox.

Now with Quicken’s ID verification, if you use wifi, you have to have a code emailed to you each time you sign on! They say it’s only every two weeks, but I just sat on a chat for an hour to find out if you’re not hardwired, it’s EVERY time. مثير للسخرية.

I too have used Quicken for the last 20 years and it runs my life and I’ve adapted it to run my business. My last update was in 2007 as the product was pulled from the uk, I had to register my copy to a random address in the states to get it to work.

We have a product here now called quick books also by intuit, which I have installed today to see if I can transfer my files. It won’t accept them.

I’m a letting agent and the categories on quicken allow all of my landlords to have their own account and like the author I have over 60 accounts on the product and the register feature is invaluable for me.

I need to find alternative software or upgrade to a newer version of quicken – my concerns are that as I’m a uk user it won’t allow ne to do this, but if I could then maybe I could transfer to a different uk product by intuit that’s available in the uk.

I am not technical …. Don’t need automatic downloads fron the banks and don’t use all of the features of quicken.

If anyone has any advice I would be grateful.

Do any of the alternatives involve a way to put in transaction (current and future) and then reconcile them? Mint doesn’t seem to have that option.

The desktop apps yes, online apps no.

I had been a Quicken user >20 years. But for years I have become increasingly frustrated, and actually quite irritated, over the bugs and poor support. Additionally, I am a Mac user and I had to run Windows on Parallels just to keep Quicken. So I finally took the plunge and converted to iBank. I have to say, the transition requires some commitment – you have to learn a new UI and go through the conversion process – but it is worth it.

Some tips if you decide to convert: I found there were too many problems if I imported my entire Quicken database. Better to just import last couple of months of data for one or two accounts and basically start fresh, without all your historical transactions going back many years. This way you have less historical stuff to clean up. (I got duplicates of some imported transactions.) In fact, I would not have done any import if not for the fact I wanted to bring over all my customized categories. I also found that if I created an account fresh in iBank and set it up for online access, the initial online bank feed would typically shoot across a bunch of recent transactions, in some cases a month’s worth. So just creating accounts from scratch worked pretty well. It gave me warm fuzzies to see the account created with a few weeks of recent transactions and accurate balance. Another thing I discovered – and this is the only drawback – was that for some financial institutions which supported Direct Connect to Quicken, iBank requires me to use their Direct Access service, which is a subscription service that costs $.

Overall, I am happy I made the change and I’m free from Quicken. It takes a while to learn iBank and figure out some things which aren’t clearly spelled out in the documentation. But it’s worth it to get away from the aggravation of Quicken’s bugs and lack of support.

I read about your suggestions to replace Quicken. Don’t have an investment account, so none ofthem appeal to me. Do you know of a program that will compare to Quicken plus handle rental property?

I know of no such product/service that can do what Quicken can do.

Do any of these other options allow import of Quicken data? Sometimes need to go back to find out about a personal transaction.

iBank, Moneydance, YNAB, and GNUCash all support imports from Quicken. They do it through the QIF file format. Some do it better than others.

On the Mac side consider See Finance. Very solid on the accounting side. Bugs are few a far between. Not flashy, but does everything it needs to do. Great support, responsive developer … the product is the big fish in their pond, not like Quicken Mac’s little fish in Intuit’s giant pond.

I have used Quicken for years and like many here had to stop using it when I chose not to upgrade to 2018. I am not yet a fan of the cloud only because I’d rather have the information on my computer than on a server somewhere that could get hacked. That’s just me, though. I purchased MoneyDance. It is ok. It takes more work to reconcile transactions, at least for me it did. I have yet to finish reconciling transactions from all of last year. It would probably have been easier if I had not imported my Quicken data. Like others, I am waiting for someone else to develop an amazing program for home use that downloads and reconciles smoothly.

Well I had been a Quicken user for 15+ years, and I have watched it go from bad to worse over the last 10. Most recently it was actually screwing up my account records. When I searched around for an alternative, I came up with CountAbout. It does everything I need to keep track of my accounts. I never did use Quicken for investment tracking, so this was not important to me.

What was important was the ability to access my info from my Android phone. Of course you can do this with Quicken if you go the “sync with the cloud” route, but if you are going to do that why not have it in the cloud in the first place? I find it liberating not to have to worry about a locally-based database, with all the backup implications.

I have been an “early adopter” of Countabout for almost a year now, and I have to say that I am very happy with the product, its capabilities, and the incredibly rapid support response. For me there is no looking back.

I have not opened Quicken for at least 6 months. I am not concerned with importing all my old Quicken data. I keep it around for historical reference purposes, but that’s all.

Of course CountAbout has just released the Quicken import feature, for those who need it, along with a limited inclusion of investment balances, and multi-factor authentication.

I’m very happy with CountAbout, and as long as they keep it as clean and light as it is now, I’m sure I will stay with it.

I, too, having been a long time Quicken user and am having multiple problems with downloading balances, database integrity, crashes, etc.

I bank with Bank of America and they’re recently added something called “My Portfolio” which I’m going to try out. I mainly used Quicken to track multiple accounts and keep track of spending by category. Hopefully I can do those basics on the BoA site.

I was a Money user and was among those forced to use Quicken. It was frustrating at first, but I finally figured most of Quicken out. It is a non-intuitive program. I’m in the 2018 version so Intuit’s standard 3-year sunset should not affect me yet, but for whatever reason, my credit union recently stopped allowing me to download into Quicken. Undaunted, I found an easy software utility that will allow me to download a *.qbo (for QuickBooks) file from my credit union, run it through the utility, and then Quicken will import it (pretending it is another bank!). Check out OFX Cleaner from BigRedConsulting. Works like a charm.

My long-term strategy, however, is to move to QuickBooks Online (QBO), or one of the QuickBooks desktop programs for my personal financial management as I believe Quicken will start to die (or continue to do so, it seems.) I will have to give up investment management because QuickBooks does not do that well, but I had a really hard time with that area in Quicken anyway. Will let my broker manage that, ha! So my answer to the question is the only viable alternatives I see are QuickBooks Online or QuickBooks Pro desktop version.

I love how the question, “which alternative do you use” turned into an open rant about Quicken. Fellow users, I feel your pain, but with all due respect I did not come here to hear about your problems. I did come here to see if there were any alternatives, of which there seem to be (inexplicably) few.

I have told my computer-code writing brother-in-law, on more than one occasion, that if he wants to get rich he should develop a cloud-based, user-friendly, low-cost alternative to Quicken. I cannot understand why this market is so devoid of options. Mint, a Quicken offshoot, blows. There are seemingly no viable alternatives.

In any event, it doesn’t appear there are many options. Maybe I’ll try Money Manager, the only alternative that was actually offered. Hope you all make it through okay!

I have used Quicken for over 20 years. I recently was forced to upgrade form Quicken 2018 to 2018 because Quicken stopped supporting the 2018 version and online transactions with my banks stopped working. Now that I have Quicken 2018 there has been nothing but trouble with online banking. I need to continually reset accounts, accounts get renamed, Quicken pocks up during resets and I have to kill it and restart, After months of frustration I finally called Quicken support. They told me my Quicken data file was corrupt, probably because of a virus on my system. (Note: I am diligent about scanning my system and protecting my data and have never had this problem before Quicken 2018, what a coincidence). They informed me they could fix it and have me multiple plans to choose from (single year or multiple year) starting at over $300. I declined.

So I did a fresh install on a different computer. Recreated my Quicken home from scratch. I have the same problems. So much for Quickens integrity.

Why is Quicken a favorite of yours? I’ve been using it for 2 decades or more and what I find is every time I upgrade, which they force you to do, it gets worse. More bugs, features that used to work don’t work any more, etc. Frankly, I’d go back to the DOS version if I could! Or at least the version from 15 years ago. بشكل جاد.

Suddenly Quicken 2018 stopped interfacing with my bank. I understand that 2018 is a nightmare. Does anyone have any ideas on what we might do to fix this? I’d be grateful.

Same for me: Q’12 just stopped working. Luckily, I did research before buying ’15. I’m going to try some listed here, Hopefully one is at least as useful as my old standby Excel workbook.

I just received a notice I have to upgrade to Quicken 2018 or my software will stop downloading my bank transactions. I hate Quicken. You can never speak with a live person. I have a very simple need. CHecking/Savings/ other small accounts/Annual Reports of the activity. Don’t have investments or porfolio I need to keep updated. Any suggestions on a Good software that will provide support and not Extort upgrades from you.

i’ve been a quicken user since the 80’s and recently i decided to upgrade to Quicken 2018 Deluxe from 2018. it was a freakin’ fiasco and i lost of most of my data (10 years) and it was a nightmare trying to get support (it’s all online and no real person to speak with plus you have to use the Intuit webpage and it sux too).

anyway, i gave up with the upgrade and reverted to 2018 again; however, i’m now looking for an alternative personal financial package. my 2018 works fine but it’s Quicken and they don’t deserve my continued loyalty.

I AGREE TOTALLY. SO HARD TO FIND SOMETHING COMPARABLE.

I agree that Quicken is a buggy software and Intuit is a 19th century-style company that can’t adapt to the web. When I tried to enter a Fed. Tax Withholding on one of my investment accounts I received a message asking for a Payee/Description. If anyone has any info on how to correct this situation, please contact me.

Quicken 2018. what fresh new hell is this? 1 step forward & 2 steps back. my files keep getting corrupted, my bank keeps rejecting my sync? I wasn’t even going to upgrade but the dang thing kept popping up AD’s (I mean SERIOUSLY I pay good money for ADWARE?) And if you DONT upgrade they change the protocols with the bank so you HAVE to upgrade, Screwing up all of your data files. (I have 20+YEARS of data files to convert each time.) And what is with needing to log in with an Intuit password. I do not WANT my files connected to THEIR cloud server!

I’ve been a Quicken (and TurboTax) user for the better part of 20 years. I agree they have realy gone downhill. With respect to the online balance problem, I used to be able to reconcile to online balance which inevitably matched my cleared balance. Now, no matter what I do it seems to be using the statement balance – which makes it nearly impossible for me to reconcile my accounts any more, since I no longer get monthly statements. What a pain! Time to switch.

I am so sick of quicken. it doesn’t work. they can’t fix it. There’s NO ONE to talk to. I need an alternative NOW.

Anything is better than Quicken. I used MS Money for years. It was intuitive, worked flawlessly. When they went away, I began to have nothing but trouble with Quicken. Reaching their support is a pain, and then they waste my time, always ending by telling me my file must be corrupt, so I need to start over. How they manage to dominate the market with this buggy, awkward software is being me.

I just cancelled my order and requested that my account be erased. This company has truly gone to crap. There must be some competition, somewhere, that isn’t created by Intuit. (Because I’m not going to QuickBooks, either.) Anyone? Because I really used to like Quicken Home & Business, but they processed an order for this without telling me they didn’t create a version for Mac. Idiots! This is NOT a way to do business.

I like Money Manager Ex. It’s free and portable. While not perfect, I’ve been using it for 6 years to track my finances.

We recommend Personal Capital and YNAB out of the entries, these are online services. Otherwise if staying local Quicken is still the best.

No it uses Intuit’s services to download and sync data from your financial institutions.

إعلان المعلن.

Featured Personal Finance Software.

Banktivity CountAbout Mint Moneydance Moneyspire Quicken 2018 for Windows Quicken 2018 for Mac Personal Capital (recommended) YNAB (recommended)

Personal Finance Resources.

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