But I may be able to retire that Windows laptop. You can't build custom reports to track, say, rental property income and expenses, and hammering in and reconciling future transactions to project where I'll be at the end of the month just doesn't work very well.īut while I'm waiting for Quicken Cloud Edition I'm going to take hard look at Quicken 2015 for Mac. I've toyed with using Mint, but it's really a statement reporting and viewing tool. Quicken is considered a financial institution, and as such is obligated to follow the same regulations as any bank.

As the consumer I don't want to be in the middle anymore.Īnd I'm not any more worried about the privacy of my data in a Quicken cloud than I am with online banking with Fidelity. Instead of spending my time going back and forth between Quicken tech support and that of my financial institution I want you, Quicken, to talk to them directly and work things out. By moving to a SaaS version of Quicken, more of these back-end plumbing problems and glitches will become Quicken's problem. I want all of these problems off of my plate. And some are paid while some are for free. Then, suddenly this month, it started working again. But even in emulators, there is a ranking as some are better and easier to use than the others. I've been manually downloading activity updates and importing them for months. And more recently One Step Update stopped downloading transactions for five bank accounts associated with my primary financial institution. I've been unable to resove this with Quicken or the bank and have given up.Īnother issue: Requests for responses to challenge questions commonly stall downloads. I have one bank account where, if I don't turn off Quicken's renaming rules, it incorrectly relabels every transaction. I have many different accounts, and something is always getting bolluxed up with the various downloads. Like some other users I have a love-hate relationship with Quicken.

'In six months we’ll have more capabilities,' Aiu promises. The ability to provide investment performance information and projections. More sophisticated reporting capabilities. The ability to see a calendar view of transactions and bills and your net worth over time. So what does the Windows version have that Quicken 2015 for Mac doesn't?

The ability to break out and print taxable transactions, such as capital gains, for the year.Ĭompatibility with the Quicken Companion Mobile App, including the ability to view charts and to use it to take a photo of a receipt and attach it to a Quicken transaction.

A few other changes of note include:Ī drop-down on transaction line that can be edited on the fly.Ī transactions and portfolio view similar to that of Mint. Quicken 2015 for Mac, $74.99 and available only via download until October, sports a new user interface that's similar to Mint, Intuit's free cloud-based financial management tool.įor example, the new Quicken dashboard displays accounts on the left side of your screen and a report summary screen on the right.

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