Quicken releases 2017 updates for Mac & iOS personal finance apps

Posted:
in Mac Software
Quicken on Thursday announced the 2017 editions of its personal finance apps for Mac and iOS, which include a variety of enhancements, particularly in the core Mac suite.









The Mac app has been been updated with a new interface, said to be easier and more visually appealing without forcing users to learn new commands. Likewise Quicken has made it simpler to upgrade, whether from an older Mac release or from Windows.



New custom reports let users compare income and spending, filtered by account(s) and a specified time period. Finally, Quicken Bill Pay lets users handle bills from within the app, though enrolling costs $9.95.



The companion iOS app now offers better search functions, and lets users track their investments without returning to the desktop software. Transactions, meanwhile, can be entered manually without an internet connection.



Quicken for Mac 2017 costs $74.99, and runs on Macs with OS X 10.10 or later. The iOS app is a free download for any device running at least iOS 8, but requires the Mac or Windows desktop software.
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Comments

  • Reply 1 of 58
    Sorry, but Quicken lost me as a long time customer several years ago when they lost interest in their Mac financial apps and went all-in on their quick loan business. Switched to iBank (now Banktivity) and never looked back. Enjoy your payday loan hucksterism, Quicken. Rot in hell. 
    nolamacguyjibberj
  • Reply 2 of 58
    hamsterapmhamsterapm Posts: 1unconfirmed, member
    Quicken is no longer owned by Intuit. You might have switched, but there are still some of us that still use the product and are hopeful for the future.
    GeorgeBMac
  • Reply 3 of 58
    sog35 said:
    Quicken sucks

    Intuit especially sucks.

    Quickbooks 2014 on Mac is not supported on Mac Sierra. That is FLATOUT ridiculous. How the hell can you support software for only TWO YEARS. 

    They are so greedy. They want people to switch to Quickbooks online which cost 3x more in the long run

    Greedy software companies with their subscriptions piss me off
    I just found out a few days ago that we have to upgrade to have it continue to be supported on Sierra. We are a small company and make use of maybe 5% of the programs features and the ones we use are never improved. Can't switch programs as our accounting firm only supports Quickbooks. While we can easily afford the upgrade, the cash grab every two years is really annoying.
    nolamacguy
  • Reply 4 of 58
    maestro64maestro64 Posts: 5,043member

    The biggest issue I had with quicken and I am still on 2007 and it works fine for me, do not need the pretty interface, we talking about banking and finance stuff the spreadsheet look is fine. I only use it for an hour a months.

    The issue with the update was the fact that some online banking did not work, not because of quicken per say, the banks are not doing their part either. There is a flaw in Chase's QIF format which they know about but refuses to fix and requires a manual step to fix the file to allow it to import properly. The Banks have not been keeping their files update with quicken to fix issues as well as the online login to allow automatic date down load.

    GeorgeBMac
  • Reply 5 of 58
    paxmanpaxman Posts: 4,729member
    sog35 said:
    Quicken sucks

    Intuit especially sucks.

    Quickbooks 2014 on Mac is not supported on Mac Sierra. That is FLATOUT ridiculous. How the hell can you support software for only TWO YEARS. 

    They are so greedy. They want people to switch to Quickbooks online which cost 3x more in the long run

    Greedy software companies with their subscriptions piss me off
    All accounting softwares are going towards online only. I am considering Quicken Online for my company and I like it. Not crazy about the price but to be honest it is competitive. Online has advantages for the end user such as access, saying up to date, cross platform. For the providers the advantage is obvious - predictable cashflow. There is an accounting package that is cross platform called Moneyworks. Supposedly very good though I don't think they do an IOS version. They too have an online version and my bet is that in a few years that is all there will be.
  • Reply 6 of 58
    maestro64maestro64 Posts: 5,043member
    sog35 said:
    Quicken sucks

    Intuit especially sucks.

    Quickbooks 2014 on Mac is not supported on Mac Sierra. That is FLATOUT ridiculous. How the hell can you support software for only TWO YEARS. 

    They are so greedy. They want people to switch to Quickbooks online which cost 3x more in the long run

    Greedy software companies with their subscriptions piss me off
    I just found out a few days ago that we have to upgrade to have it continue to be supported on Sierra. We are a small company and make use of maybe 5% of the programs features and the ones we use are never improved. Can't switch programs as our accounting firm only supports Quickbooks. While we can easily afford the upgrade, the cash grab every two years is really annoying.


    Welcome to the new world of software, you no longer own the software and they want you online so they can have access to your data and make you pay for the privilege. Plus they can make updates which you may or may not like. I personal never like the cloud based services, because you have to take the good with the bad whether you like it not. I use Quicken (personal stuff) and QuickBooks (my sons Business stuff) and we use the old versions since they work for us. Now we have to decide whether to upgrade the mac software, personally, I have held off on mac upgrade so I did not have to upgrade other software. I held off going to OSX 10.8 because apple got ride of Rosetta and quicken 2007 would not work, then Intuit release and update to run on machine that did not support Rosetta.

    I never update my mac without first verifying all my software works with the new version and the same goes for any application I have bought, I first check to see if people are reporting problems to make sure it is not going to cause me a problem. This is also why I away maintain backup copies of the data and application so if an upgrade fills I can revert back especially with Quicken and QuickBooks since it many times converts the data to a new format.

  • Reply 7 of 58
    This routine is getting old.

    I used Quicken for Windows for many, many years and occasionally upgraded to the latest version for about $30 by choice (never because I had to due to compatibility issues with newer versions of Windows). When I switched to Mac some time ago, I was very disappointed that there was only one version of Quicken which was outdated, de-contented, and almost three times as expensive as the Windows version! I grit my teeth and bought it. Some time later an OS upgrade rendered it useless essentially forcing me to buy another over-priced version which looked prettier but had even fewer features. Now, that version stopped working after upgrading to macOS Sierra two weeks ago holding my data hostage. I could either downgrade my OS or upgrade Quicken...again. I needed access to my accounts, so I reluctantly purchased Quicken 2016 for Mac. I don't much care for how it looks and how it works, but it does work...mostly. Today, I see Quicken 2017 for Mac is released. Of course! Fortunately a worse-case scenario was avoided following a short phone call to Quicken which resulted in them sending me a free copy of Quicken 2017 without hassle.
  • Reply 8 of 58
    sog35 said:
    Sorry, but Quicken lost me as a long time customer several years ago when they lost interest in their Mac financial apps and went all-in on their quick loan business. Switched to iBank (now Banktivity) and never looked back. Enjoy your payday loan hucksterism, Quicken. Rot in hell. 
    Does this app do bank reconciliations and credit card reconcilations?

    Are there some type of financial statement reports - show assets/liabilites and expenses and income?

    I see this app cost $59. But is that for 1 year? Or can i keep it for multiple years?

    You own it. 
    GeorgeBMac
  • Reply 9 of 58
    sflocalsflocal Posts: 6,093member
    Quickbooks and Quicken are the primary reasons why I still run Windows (as a VM) on my mac.  The Mac-versions of both packages suck - badly.  

    I'm really dismayed as to why they don't make Quicken for Mac and Windows interoperable.  

    I'd love to go to a different, more modern package that doesn't cost an arm and a leg and has decent cloud accessibility as well.
    nolamacguymilleron
  • Reply 10 of 58
    paxmanpaxman Posts: 4,729member
    sflocal said:
    Quickbooks and Quicken are the primary reasons why I still run Windows (as a VM) on my mac.  The Mac-versions of both packages suck - badly.  

    I'm really dismayed as to why they don't make Quicken for Mac and Windows interoperable.  

    I'd love to go to a different, more modern package that doesn't cost an arm and a leg and has decent cloud accessibility as well.
    If you are using this for your personal finance why not check out the app store. Just looked and an app called MoneyWiz looks quite good. Never tried it personally. Just wonder because there are several packages for Mac these days. All I have ever heard about Quicken is that it sucks. For years. 
  • Reply 11 of 58
    robbyxrobbyx Posts: 479member
    paxman said:
    sflocal said:
    Quickbooks and Quicken are the primary reasons why I still run Windows (as a VM) on my mac.  The Mac-versions of both packages suck - badly.  

    I'm really dismayed as to why they don't make Quicken for Mac and Windows interoperable.  

    I'd love to go to a different, more modern package that doesn't cost an arm and a leg and has decent cloud accessibility as well.
    If you are using this for your personal finance why not check out the app store. Just looked and an app called MoneyWiz looks quite good. Never tried it personally. Just wonder because there are several packages for Mac these days. All I have ever heard about Quicken is that it sucks. For years. 
    Ah Quicken, the app we love to hate.  I've tried every Mac finance app...and I use Quicken for Windows.  MoneyWiz is quite nice, but very simple.  This seems to be the case with most Mac finance apps.  The only ones that come close to matching Quicken in terms of features are Moneydance and Banktivity.  Moneydance has matured quite nicely over the years, but it's still a cross platform Java (I think) app and, at times, it shows.  Banktivity has never lived up to its promise, in my opinion.  Lots of features, yet somehow the whole thing feels like it's held together with string and duct tape.  It's slow and when bugs linger for many years over many releases, you have to wonder about the developer's priorities.  Simply put, I wouldn't trust it.  Which takes me back to Quicken.  I'm looking forward to the day that the Mac version is as good/stable as the PC version.  Until then, Fusion to the rescue.
    GeorgeBMac
  • Reply 12 of 58
    robbyxrobbyx Posts: 479member
    sog35 said:
    Quicken sucks

    Intuit especially sucks.

    Quickbooks 2014 on Mac is not supported on Mac Sierra. That is FLATOUT ridiculous. How the hell can you support software for only TWO YEARS. 

    They are so greedy. They want people to switch to Quickbooks online which cost 3x more in the long run

    Greedy software companies with their subscriptions piss me off
    I just found out a few days ago that we have to upgrade to have it continue to be supported on Sierra. We are a small company and make use of maybe 5% of the programs features and the ones we use are never improved. Can't switch programs as our accounting firm only supports Quickbooks. While we can easily afford the upgrade, the cash grab every two years is really annoying.
    I moved to the online version.  It's simpler and I don't have to worry about jumping through hoops to exchange files with my accountant.  In the end, the cost is about the same as upgrading on a regular basis.  I held out for a while because I'm generally opposed to subscription software, but I must say, I'm very happy I made the switch.
  • Reply 13 of 58
    paxman said:
    sflocal said:
    Quickbooks and Quicken are the primary reasons why I still run Windows (as a VM) on my mac.  The Mac-versions of both packages suck - badly.  

    I'm really dismayed as to why they don't make Quicken for Mac and Windows interoperable.  

    I'd love to go to a different, more modern package that doesn't cost an arm and a leg and has decent cloud accessibility as well.
    If you are using this for your personal finance why not check out the app store. Just looked and an app called MoneyWiz looks quite good. Never tried it personally. Just wonder because there are several packages for Mac these days. All I have ever heard about Quicken is that it sucks. For years. 
    That's fine and dandy for some, but not for those of us with years' worth of transactions in Quicken. Ever tried to transfer Quicken data by exporting as a .CSV file or tried importing Quicken data into a different software package? Yeah. Didn't think so. The experience falls towards the latter in between awful and useless.
  • Reply 14 of 58
    And let me guess, the mac version still doesn't do a basic mortgage or loan amortization?
    zroger73
  • Reply 15 of 58
    lkrupplkrupp Posts: 10,557member
    1. Intuit no longer owns the Quicken Financial software app. 

    http://www.computerworld.com/article/3041032/desktop-apps/intuit-sells-quicken-to-private-equity-firm-in-management-buyout.html

    2. Intuit DOES still own QuickBooks. QuickBooks 2015 and 2016 are compatible with macOS Sierra. There will be NO QuickBooks 2017 as the service is moving online exclusively.

    3. Quicken 2007 and Quicken 2016 run fine on macOS Sierra (I have both).

    4. Old wounds and vendettas are hard to overcome. Yes, Intuit basically abandoned the Mac platform even with Bill Campbell on Apple’s board and some may never want to forgive them for that. I decided to give them another chance under the new owners.

    5. Quicken 2016, while still not feature equivalent to the Windows version is a vast improvement. I have no issues with tracking my Morgan Stanley IRA portfolio. Most of my bank accounts and credit cards are accessible online. Reconciliation of those accounts is greatly improved. Quicken 2017 will add online bill pay and custom reports.

    6. I’m not 100% fully satisfied with Quicken yet but compared to the other macOS finance packages out there it’s the best available at the moment. I’ve tried some of the others like iBank, MoneyWell, iFinance and frankly they are lacking even more than Quicken 2016.

    7. I will be upgrading to Quicken 2017. So far I like what I’m getting from the new owners. Updates come rather frequently, fixing bugs and enhancing existing features. For now I’ll take new management’s word that they are committed to Quicken for Mac.

    8. Do whatever floats your boat.
    edited October 2016 pscooter63GeorgeBMac
  • Reply 16 of 58
    ...after numerous attempts with both Quicken, Quickbooks Mac & Quickbooks PC, I tried MoneyWorks. If you need full accounting it may be worth a look. I found some of the language and logic a bit quirky (they are upside down there after all) yet I found it full featured, multi platform, very customizable and upgraded on a feature/need vs corporate sunset policy basis. Email support has also been truly unparalleled in my experience...

    Alternatively the pre-cloud desktop version of Numbers has the option of the Reorganize command which, after drag & drop CSV import of data into a basic spreadsheet and setting popup categories, allows summary single entry reporting with remarkable ease...

    edited October 2016
  • Reply 17 of 58
    sog35 said:
    Sorry, but Quicken lost me as a long time customer several years ago when they lost interest in their Mac financial apps and went all-in on their quick loan business. Switched to iBank (now Banktivity) and never looked back. Enjoy your payday loan hucksterism, Quicken. Rot in hell. 
    Does this app do bank reconciliations and credit card reconcilations?

    Are there some type of financial statement reports - show assets/liabilites and expenses and income?

    I see this app cost $59. But is that for 1 year? Or can i keep it for multiple years?

    It appears that you may have already got what you needed with the Quickbooks Mac 2016, but just in case. Banktivity does provide bank and credit card reconciliations. There are reports that show income/expenses for any selected period as well as category reports. I believe since the time that I purchased the software 4-5 years ago, I have purchased one upgrade.

    If you want to download the information from your bank and credit card company you may need to purchase that particular connectivity or you can purchase Banktivity's all-you-can-eat connectivity. The annual subscription for downloads from all your institution is $40.

    Also, it is worth noting that I upgraded from version 4 to 5 and received a discount because I bought it directly from their website (they also offer a 90 day trial). If you purchase the software via the app store, I do not believe future upgrades would be discounted. 
  • Reply 18 of 58
    maestro64maestro64 Posts: 5,043member
    sog35 said:
    maestro64 said:
    sog35 said:
    Quicken sucks

    Intuit especially sucks.

    Quickbooks 2014 on Mac is not supported on Mac Sierra. That is FLATOUT ridiculous. How the hell can you support software for only TWO YEARS. 

    They are so greedy. They want people to switch to Quickbooks online which cost 3x more in the long run

    Greedy software companies with their subscriptions piss me off
    I just found out a few days ago that we have to upgrade to have it continue to be supported on Sierra. We are a small company and make use of maybe 5% of the programs features and the ones we use are never improved. Can't switch programs as our accounting firm only supports Quickbooks. While we can easily afford the upgrade, the cash grab every two years is really annoying.


    Welcome to the new world of software, you no longer own the software and they want you online so they can have access to your data and make you pay for the privilege. Plus they can make updates which you may or may not like. I personal never like the cloud based services, because you have to take the good with the bad whether you like it not. I use Quicken (personal stuff) and QuickBooks (my sons Business stuff) and we use the old versions since they work for us. Now we have to decide whether to upgrade the mac software, personally, I have held off on mac upgrade so I did not have to upgrade other software. I held off going to OSX 10.8 because apple got ride of Rosetta and quicken 2007 would not work, then Intuit release and update to run on machine that did not support Rosetta.

    I never update my mac without first verifying all my software works with the new version and the same goes for any application I have bought, I first check to see if people are reporting problems to make sure it is not going to cause me a problem. This is also why I away maintain backup copies of the data and application so if an upgrade fills I can revert back especially with Quicken and QuickBooks since it many times converts the data to a new format.

    is it safe to use an older version of MacOS?

    yes, I had no issue, have quicken 2007 R-something which is the latest update, and it works fine on OSX 10.11, but I read it may not work on 10.12. We have QuickBooks 2013 and it works fine, had to update to this to work on the newer OSX. however have to go to 2015 or 16 for Sierra, so may hold off going to OSX 10.12 for a while to avoid having to upgrade all my software. I do not upgrade my software every year unless I am having an issue or the update is free. I had very little issue doing it this way and do not have to pay every year.
    edited October 2016
  • Reply 19 of 58
    maestro64maestro64 Posts: 5,043member
    paxman said:
    sog35 said:
    Quicken sucks

    Intuit especially sucks.

    Quickbooks 2014 on Mac is not supported on Mac Sierra. That is FLATOUT ridiculous. How the hell can you support software for only TWO YEARS. 

    They are so greedy. They want people to switch to Quickbooks online which cost 3x more in the long run

    Greedy software companies with their subscriptions piss me off
    All accounting softwares are going towards online only. I am considering Quicken Online for my company and I like it. Not crazy about the price but to be honest it is competitive. Online has advantages for the end user such as access, saying up to date, cross platform. For the providers the advantage is obvious - predictable cashflow. There is an accounting package that is cross platform called Moneyworks. Supposedly very good though I don't think they do an IOS version. They too have an online version and my bet is that in a few years that is all there will be.
    Why would you put your financial information online, you know hackers are pretty smart people and they know how to get into systems and get what they want. The guy breaking into your home and steals your computer is not so bright and would not know how to get your financial information if you protect it correctly.
    GeorgeBMac
  • Reply 20 of 58
    maestro64maestro64 Posts: 5,043member
    robbyx said:
    paxman said:
    sflocal said:
    Quickbooks and Quicken are the primary reasons why I still run Windows (as a VM) on my mac.  The Mac-versions of both packages suck - badly.  

    I'm really dismayed as to why they don't make Quicken for Mac and Windows interoperable.  

    I'd love to go to a different, more modern package that doesn't cost an arm and a leg and has decent cloud accessibility as well.
    If you are using this for your personal finance why not check out the app store. Just looked and an app called MoneyWiz looks quite good. Never tried it personally. Just wonder because there are several packages for Mac these days. All I have ever heard about Quicken is that it sucks. For years. 
    Ah Quicken, the app we love to hate.  I've tried every Mac finance app...and I use Quicken for Windows.  MoneyWiz is quite nice, but very simple.  This seems to be the case with most Mac finance apps.  The only ones that come close to matching Quicken in terms of features are Moneydance and Banktivity.  Moneydance has matured quite nicely over the years, but it's still a cross platform Java (I think) app and, at times, it shows.  Banktivity has never lived up to its promise, in my opinion.  Lots of features, yet somehow the whole thing feels like it's held together with string and duct tape.  It's slow and when bugs linger for many years over many releases, you have to wonder about the developer's priorities.  Simply put, I wouldn't trust it.  Which takes me back to Quicken.  I'm looking forward to the day that the Mac version is as good/stable as the PC version.  Until then, Fusion to the rescue.


    My sediments exactly, I played with them all, Quicken is the best especially if you have lots of accounts, checking, savings, Credit cards, Investments and such and it has the ability to download all the transaction, so no manual entry of data. I person only work with banks and such which support quicken. All these other apps barely support what quicken does. I have been on quicken since version 1, and have ever transaction I ever did since 1995.

    I tell people if all you are trying to do is replace the check book ledger, use some of the other apps, if you have lots of accounts Quicken is the only way to go.

    lkruppGeorgeBMacrobbyx
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