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I have been a Quicken user for more than 20 years now. Problem is, the only usable version of Quicken is the Windows version. I currently use a Mac and have an entirely separate Windows computer only for Quicken. This past weekend, I bit the bullet and bought the Quicken for Mac version. Pros: it's come a looooong way.
Quicken 2016-2018 for Mac. Open Quicken, then choose File>Import>Bank or Brokerage File. Click Link an Existing Account if you have an appropriate account in the account list. If you don’t have an account yet, click Create a new account and enter a nickname for that account. Click Import. Click OK to confirm and finish. Here you will find Quicken versions by year for both Windows and Mac. For Mac users, you will only find release notes here; to download the latest update, follow the instructions in the previous section under 'Quicken Updates for Mac.' Select your Quicken version year beneath the operating system of your computer.
Also, it is lightning fast. It makes the Windows version feel so clunky. The graphs and forecasting take only seconds (if even) to generate. Also, I now have my finances on my main computer and this makes me SO happy. Cons: it's still missing some really core features. A couple of the biggest ones causing me problems right now are the following:.
There no way to exclude transfers in reports which makes them completely unusable for me. The downloaded transactions don't pop up for 'approval'. How is this possible!? I do not want them being automatically folded in my register.
At least that's what I'm seeing. There's no scheduled transactions window??
I don't understand this. Maybe I'm missing something. At least, I haven't found it yet. How a user actually enter transactions is clunky.
The split window is difficult to navigate. Considering finances is a data-entry-heavy activity, this is a terrible design. I'm wondering if anyone else has switched?
After buying Quicken Mac 2016 a couple years ago and promptly returning it, I recently took the plunge on Quicken Mac 2018. Although I'm not crazy about the subscription, one positive is that it allows you to run both the Windows and Mac versions.
This isn't necessarily ideal, but I'm using them both side-by-side until I can trust the Mac version fully. My file has about 12 years of data in it. I did have an issue with the import and ended up upgrading my Windows version to 2018, exporting my file manually, then importing it into Mac 2018 successfully. Overall, I agree with. QM has come a long way but it still falls short in some areas.
I too was missing the downloaded transaction approval of QW. But I changed my workflow a bit and now like the way it works in QM better. By default, downloaded transactions are marked 'Not Reviewed' and have a blue dot to the left of their entry.
So after an update, I can quickly see what was downloaded and modify the category if necessary. I then hit the reconcile button to reconcile the account to the online balance. After reviewing the information, hitting 'Next' and then 'Done', the account is reconciled, the transactions are marked 'Reviewed' and the blue dot is removed.
Note, that last part requires that you enable 'Mark reconciled transactions as reviewed' in Preferences General. I like the (unlimited?) undo. I can quickly hit Command-Z to undo my mistakes. I wholeheartedly agree with your last bullet.
While much of the UI fits in on the Mac, entering and modifying transactions is just plain clunky. I'm also not crazy about the way bill pay works.
I'm using direct connect through my bank and not Quicken Bill Pay. It seems to occasionally create new payees at my bank instead of using the pre-existing ones. Also the eBill downloads are hit-or-miss. One feature I sorely miss is the tracking of employee stock plans, grants, etc. I'm hoping support for this gets added soon as it's the one must-have feature for me before I completely switch to QM (well this and consistent bill pay).
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