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Quicken Essentials for Mac [OLD VERSION]

by Intuit
2.1 out of 5 stars  See all reviews (1,375 customer reviews) 33 answered questions

There is a newer model of this item. See details below, or go to the newer item.
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Platform: Mac Download
Mac Download
Note: You can access this item in Your Software Library. The number of computers eligible for installation may vary.
  • Quicken Essentials for Mac makes understanding your money a snap
  • Updated interface designed by and for Mac users
  • View your accounts all in one place
  • Shows your current balance, including upcoming bills and paychecks
  • Automatically categorizes transactions so you can see where your money's going
There is a newer model of this item:
Quicken for Mac 2015 Quicken for Mac 2015 2.8 out of 5 stars (1,425)
$49.95
Available now.


Special Offers and Product Promotions

Platform: Mac Download
  • No Packaging, No Shipping, No Waiting: There is no shipping or packaging required for this electronic software download, reducing its environmental footprint. Discover, learn about, and shop for environmentally-friendly products on the Amazon Green page.


Product Details

Platform: Mac Download
  • Downloading: Currently, this item is available only to customers located in the United States and who have a U.S. billing address.
  • Note: Gifting is not available for this item.
  • ASIN: B003PDMNCC
  • Release Date: June 28, 2010
  • Average Customer Review: 2.1 out of 5 stars  See all reviews (1,375 customer reviews)
  • Product Warranty: For warranty information about this product, please click here

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Product Description

Platform: Mac Download

Product Description

Quicken Essentials for Mac lets you view your accounts all in one place. It shows your current balance, including upcoming bills and paychecks, automatically categorizes transactions so you can see where your money's going, and helps you avoid those pesky late fees.

System Requirements:
  • Intel-based Apple Mac
  • Mac OS X v10.6.6 or later (Snow Leopard) or Mac OS X v10.7 or later (Lion)
  • 1 GB free hard disk space

Amazon.com

Quicken Essentials for Mac lets you view your accounts all in one place. It shows your current balance, including upcoming bills and paychecks, automatically categorizes transactions so you can see where your money's going, and helps you avoid those pesky late fees.

Redesigned with you in mind. Click to enlarge.

View a snapshot of your most important info. Click to enlarge.

See all your accounts in one place.Click to enlarge.

See where your money's going. Click to enlarge.

Personal finances made easy. Built Mac smart.

Improved--Redesigned with you in mind
Quicken Essentials for Mac personal finance software makes understanding your money a snap. Our interface has been completely reimagined, resulting in an intuitive, elegant application designed by - and for - Mac users.

View a snapshot of your most important info
Our easy to understand Overview gives you a snapshot of all money coming in and going out, including upcoming bills and paychecks. You can also customize budgets and goals for yourself, to help you save even more.

See all your accounts in one place
View your entire financial picture in one place with Quicken Essentials for Mac. See exactly where you stand with all your accounts, such as your bank, credit cards, loans, and more!

See where your money's going
Quicken Essentials for Mac automatically categorizes your transactions to show you exactly what you've been spending money on.

New--Avoid late fees and overdrafts
Keep track of upcoming bills, paychecks, and your current balance so you can avoid those pesky late fees.

Transferring your data is easier than ever
Quicken Essentials for Mac easily and seamlessly converts your data from all supported Quicken Mac and Windows versions - in three easy steps!

Improved--Connect to more banks than ever
Quicken Essentials for Mac now downloads transactions from over 12,000 financial institutions, making it faster and easier than ever to see your whole financial picture.

Quicken data files that can be converted from Windows to Mac

The following components of your Quicken for Windows data file can be converted to Quicken for Mac:

  • Account types that exist in both Quicken for Windows and Quicken for Mac.
  • Banking transactions.
  • Most investment transactions. For information, see Converting investment data.
  • Categories, classes, and securities contained within the exported transactions.

Using a Prior Version of Quicken Mac?

We're very excited about the all-new Quicken Essentials for Mac. Not only does it solve the core Quicken jobs better, it also provides the ease of use and elegant user interface Mac customers have come to expect from their applications.

Quicken Mac 2007 and earlier users should note that this is a brand new product, so some of the features you've grown used to may not be included. Because we want to make sure we're providing you with the solution that best meets your needs, we've answered a few questions that can help you determine whether or not Quicken Essentials for Mac is right for you.

1. Can I track my investments?
Yes, Quicken Essentials for Mac allows you to track the overall value of your investment accounts and the value of your specific holdings. It will not, however, track investment buys and sells, nor will it provide some advanced investment performance reports. If you need more more advanced investment features, try Quicken Mac 2007.

2. Can I export my data to TurboTax?
Quicken Essentials for Mac does not support that capability. If you'd like that functionality, we recommend trying Quicken Mac 2007.

3. Can I pay my bills within Quicken?
While you cannot pay bills within the product itself ("direct bill pay"), you can track your bills and make sure you have enough cash to pay them when they're due. A few alternatives available include using Quicken Mac 2007 or using the bill pay functionality on Quicken Bill Pay.

4. Can I transfer my data from an older version of Quicken Mac?
Yes, you can transfer data from Quicken Mac 2005, 2006 and 2007.

5. Can I convert my Quicken Windows data to Quicken Essentials for Mac?
Yes, it converts Quicken Windows 2007, 2008 and 2009 data.


Customer Questions & Answers

Customer Reviews

Most Helpful Customer Reviews
1,599 of 1,640 people found the following review helpful
1.0 out of 5 stars Don't even waste your time February 24, 2010
Platform for Display:Mac Disc
I bought this software Feb 18, almost as soon as it hit the stores. Believe me, it was the biggest disappointment ever. As a Quicken user of 12 years, this software is not recognizable. It's nothing but a budget tracker, with none of the advanced features of Quicken for Windows. Actually, this software is like Quicken for Windows, minus 90% of the functionality. Quicken Essentials is really just that, the bare bones basics. You cannot even set up your paycheck, cannot use online billpay, cannot use with TurboTax, and you cannot even download or manually enter individual stock transactions. And most shocking of all, you can't even back up your data!!!! Am I angry? You bet I am. Instead of Quicken Essentials, it should be called Quicken Kindergarten. The following is quoted directly from their setup guide. I wish they put this stuff on the box.

"As much as we improved the experience of using Quicken when we rebuilt it from the ground up, there are some features you may have been used to using in Quicken for Mac (or Quicken for Windows) that we didn't include in this version of Quicken Essentials.

Investments
Quicken Essentials lets you to track the overall value of your investment accounts and the value of specific holdings, but the software does not track individual buys and sells, nor will it provide some advanced investment performance reports.

Exporting to TurboTax
Quicken Essentials does not currently support the ability to export your data to TurboTax.

Direct bill pay
You can track your bills in Quicken Essentials, but the program doesn't have the direct bill pay capabilities that allow you to pay your bills directly from the program.
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690 of 712 people found the following review helpful
1.0 out of 5 stars Optimistic, understanding, and horridly disappointed February 23, 2010
Platform for Display:Mac Disc
I've been a quicken user for 8 years now, almost always on a mac. In my opinion Quicken was by far the best option for personal money management. In fact it would take a lot to make a loyal user of their products ever consider switching. This program, Quicken Essentials for Mac has made it blatantly obvious that I need to look elsewhere from this point forward for my financial software needs.

I won't nit pick at the software for the specific features that are missing(many of what I'd consider to be basic requirements for even calling it Personal Finance software) but instead I'll simply say that this software provides so little, and is so far off the mark from doing half of what prior versions of Quicken did that I'm not really sure what the purpose of having it is. The user interface upgrades are so lackluster in comparison to the degradation of usefulness that you don't even notice them.

to those consumers considering the purchase I'd like to point you to either Quicken 2007(if you need check writing, better online transaction downloading, bill pay, investment account updating and tracking) or [...] if you like the budgetary and overview side of things(Mint was purchased by quicken and the Mint team ultimately developed Quicken Essentials). Unfortunately if you buy this you'll be getting very disabled versions of both Quicken & Mint and will be left frustrated, constrained & forced to acknowledge the waste of money.
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529 of 547 people found the following review helpful
By jsschi
Platform for Display:Mac Disc|Verified Purchase
If there was a way to give this product 0-stars that would be my rating. Good thing that they have a 60-day money back policy as I am sending this back today.

I did see, before I bought this, that you can no longer track investment accounts (other than a balance) and I was fine with that as well as some of the additional items listed that were no longer included. However, they should put in big bold letters on the box and on Amazon's product listing that, "This program no longer allows users to print checks." What were they thinking? I, like many, do not write a lot of checks but for 5 or 10 each month that I do write--I used Quicken and printed the check in the program (using the overpriced Intuit checks--which I just happened to re-order 3 months ago) .

There are so many more things missing from this program that were in older versions (and are not spelled out in detail) it would be silly to list them. However, needless to say, if you made use of even one of these features then you will be asking for trouble in getting this program. For example, you can no longer keep track of loans or mortgages and show the actual principal and interest due. All you can do is show a "liability" account and the balance remaining.

What a complete and absolute waste this program is. It is little more than a conduit to download your various bank and credit card accounts in one place without going to the various account websites.
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316 of 325 people found the following review helpful
1.0 out of 5 stars In the words of Intuit's CEO Aaron Patzer: "Holy crap!" February 25, 2010
Platform for Display:Mac Disc
When Intuit's CEO Aaron Patzer joined the company, he remarked, "Holy crap, we haven't put one of these out in three years."

Amazingly, he added: " It's called 'Mac Essentials' because it's got the essential features used by 80 percent of the users we've surveyed and talked to."

Patzer's notion is that something is better than nothing, and that next year he will issue a more complete version, bridging the gap between 80 to 100 percent, to make it fully functional. No, Mr. Patzer, sometimes nothing is better than something, especially when it's software like "Quicken Essentials" that was pulled out of the oven half-baked, served up on a silver tray, and dished out to Mac users who are going to find out that it's just cardboard cuisine.

Mr. Patzer, as a longtime Quicken user since its inception, I've got to say: I've used financial software packages for a long time, from various companies. I know them well. And this latest 'Mac Essential' is no software financial package worth our time or money; it's hobbled beyond human imagination, robbed of one of its most essential -- yes, essential! -- feature: to pay bills online or pay bills by printed check, neither of which is supported by this new, "improved" software.

Let me repeat myself for emphasis: YOU CANNOT PAY YOUR BILLS WITH THIS SOFTWARE. YOU CAN'T PAY ONLINE AND YOU CAN'T PRINT OUT CHECKS.

For $60 prepub and $70 at full retail, this product is the worst piece of Mac software for the financial market ever coded.
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Most Recent Customer Reviews
1.0 out of 5 stars This is nowhere near the PC version. I had ...
This is nowhere near the PC version. I had to start using my PC again because of the things the MAC version can't do which are too numerous to mention. Read more
Published 27 days ago by TW
1.0 out of 5 stars One Star
Absolute garbage!!!
Published 1 month ago by Robert B. Kozma
1.0 out of 5 stars One Star
Not compatible with MacBook Air.
Published 2 months ago by Katie
2.0 out of 5 stars Two Stars
PC version is much better, Hard to use in the beginning.
Published 2 months ago by Bipin
1.0 out of 5 stars Quicken to disable downloads. Really.....
Most companies add features to entice our encourage you to upgrade but not Intuit. What do they do? Read more
Published 2 months ago by Richard Hardegger
1.0 out of 5 stars Don't buy
Here is how Intuit makes money. Take money from customer and provide nothing of value in return.
Published 2 months ago by Todd Tomlitz
2.0 out of 5 stars Two Stars
Still doesn't work well on a MAC. Limited features.
Published 2 months ago by Mark Greene
1.0 out of 5 stars Avoid this product at all cost if possible
Hands down this is the worst experience I have ever had with a software upgrade and on top of that the worst customer service experience from a company. Read more
Published 2 months ago by Kamran Nasser
4.0 out of 5 stars Four Stars
IT DOES AGOOD JOB KEPING OUR FINANCES ON RECORD
Published 2 months ago by Leonard
5.0 out of 5 stars I like it. It's detractors have unrealistic expectations
I like it. It's detractors have unrealistic expectations.
Published 3 months ago by Alex Smith
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