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Quicken For Mac Personal Finance & Budgeting Software 2015 [Old Version]
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- See your bank, credit card, investment & retirement accounts in one place*
- Stay on top of bills & spending
- Create a realistic budget
- Make smart investment decisions
- Access your data on the go with iPhone, iPad, and Android devices*
- Snap & store receipts to track big purchases and tax-deductible expenses*
- Free new feature improvements included*
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From the manufacturer
Organizes all your bank, credit card, investment & retirement accounts in one place.*
- Connects directly to all your accounts to provide a single comprehensive view of your finances.
- Know where you're spending, and where you can save.
- Automatically tracks and categorizes your expenses like groceries, entertainment, and more, so you don't have to edit them manually.
Manage your investments & plan for taxes
- Shows you realized and unrealized gains
- Continuously updates quotes to keep your portfolio value current
- Tracks cost basis & creates Schedule D tax reports for capital gains
- Makes tax time easier by tracking deductions & creating
Easy Set Up
Make smart money decisions while you are on the go*
- Check account balances, track your budget, and receive timely updates and alerts
- Your information is synced between your computer, tablet, and smartphone
- Snap and store your receipts to track large purchases and tax-deductible expenses
What’s New for Quicken for Mac 2015?
- New mobile app gives you anywhere, anytime access (for iPhone, iPad, and Android devices)*
- New investment capabilities enable you to track your portfolio value, cost basis, and gains over time, to help you manage investments and plan for taxes
- Snap and store receipts to track big purchases and tax-deductible expenses*
- New look and feel – made for Mac Users by Mac Users
- Free new feature improvements included*
- Easily import data from from Quicken Windows 2010 or newer, Quicken Mac 2007 and Quicken Essentials for Mac
- Bill Pay not included at this time
- 60-day money back guarantee – If you’re not satisfied, return this product to Intuit within 60 days of purchase with your dated receipt for a full refund of the purchase price.
- Data download from participating financial institutions or other parties is available until 4/2018; online features and services vary, require Internet access and may be subject to change, application approval, fees, additional terms and conditions. 14,500+ participating financial institutions as of 10/1/2014.
- Standard message and data rates may apply for sync, e-mail and text alerts. Visit quicken website for details. Quicken app (“App”) is compatible with iPad, iPhone, iPod Touch, Android phones and tablets. Not all Quicken desktop features are available in the App. The App is a companion app and will work only with Quicken 2014 and above desktop products. Earlier versions of the App prior to Quicken 2014 will not work with Quicken 2015 desktop product.
- New feature improvements will be delivered, when and if available through August 2015.
- More RAM and hard drive space may be required for large data files
- Intel based Macintosh
- OS X 10.7.5 (LION) or later
- 256 MB of RAM*
- Minimum 100 MB* of available disk space
- 1280x800, 1366x768 (or greater) display
- Broadband internet connection
- Registration required
Platform: Mac Download
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Top customer reviews
Is it, at last, the cross-platformed Quicken, compatible with *any* Quicken for Windows version, that Mac users have been telling Intuit we needed for 26 years, since the first "Quicken for Mac" in 1989? No.
Is there even a free download trial version of it, as there is with the far more capable, better supported, and cheaper full-featured personal finance software for Mac, iBank 5+, Moneydance and SEE Finance? No.
If you want to try Quicken for Mac 2015, you have to fork out up to $80-plus (more than competitors) to discover a software product that, just like "Quicken Essentials for Mac", yet again lacks many essential features even of obsolete Quicken for Mac 2007, let alone lacking full cross-platform compatibility in the Quicken range.
Intuit obstinately continues to deny its Mac customers the one Quicken for Mac which might be impressive: a Quicken for Mac with the same basic design and ALL features of the popular and successful Quicken for Windows, and capacity to read, write and work back and forth on native files between the two. I cannot identify any other high profile productivity software, with the same brand name in both Mac OS and Windows, which cannot read and write mutually compatible files without conversion. Intuit, with its mutually *incompatible* Quickens, stands out as a unique repeat offender in what is factually a gross form of deception. Many consumers evidently are misled to the reasonable, but false assumption current versions of Quicken are equal across platforms.
In fact, this product should not be called Quicken for Mac: there is not, and never has been, any such thing as a real Quicken For Mac. The so-called "Quicken For Mac" product line should be given a name that reflects its incompatible, standalone, feature-poor reality. Call it *anything* else but Quicken... "Lacking For Mac", "Quacken For Mac" or "Slacken For Mac" would be more appropriate product names.
Intuit's absurd, abominable, *abysmal* performance with Quicken for Mac has gone beyond a joke into the realm of insult to the Mac personal finance software customer community. Intuit again is vaguely promising to add missing features -- from a long list of missing features -- at some unspecified time in the future. Seem familiar to anyone? It's the post-Quicken for Mac 2007 vaporware song and dance routine all over again, re-enacted by the all-time star performer and unbeatable industry champion of Mac vaporware, Intuit Inc.
Many of even the most sympathetic and long-term devotees of Quicken for Mac now are puzzled and perplexed. This is amply summed up by the following two posts in the Intuit Quicken Community website on 22 August 2014. They appear under the exasperated original poster's heading, 'Why, after all this time, has Intuit produced a subpar version of Quicken for the Mac called Quicken 2015?'
"This product is an extension of Quicken Essentials. It remains far behind Quicken 2007 and its predecessors in its ability to select and report data. It has many arcane features such as the "pickers." These are useless for those of us with many categories. How does one readily select (report) all but one category ... there is no practical way, for example.
"The user interface, Yosemite-like it is, is a retrograde step compared even to Quicken Essentials. I find, on a 27" iMac, the register listing to be virtually unusable. The numbers and columns do not readily stand out, as with Quicken Essentials and Quicken 2007.
"That's a problem.
"Unfortunately, I will stick with Quicken Essentials until I can find a third-party alternative. Quicken was a great product when I started using it a decade or two ago. But it's been downhill since the mid-2000's -- why oh why?"
"The answer to your question is a long and winding road of Intuit's on-and-off development of Mac software since shortly after Quicken 2007 came out 8 years ago. The Quicken 2007 software uses building blacks that Apple has stopped supporting in the modern Mac OS, and parts of the code are 20+ years old. They set out to build a new version, called Quicken Financial Life for Mac, which never came to market. Then they set out to build a new core of Quicken, which came to market in 2010 as Quicken Essentials. A full version of Quicken Deluxe was promised for the following year, but for reasons I've never read about, that effort was killed and the development team was disbanded. Then in 2012, they hired a new development team to build on the work that had been done for Essentials to create a full-fledged modern version of Quicken for Mac -- and this release of Quicken 2015 is the first step in a multi-step process.
"It represents a significant enhancement to Quicken Essentials, but it is missing many features users desire from Quicken 2007. In a departure for Intuit, the Mac development team has been allowed to pre-announce that there will be a series of free updates to Quicken 2015 as they continue programming to build out the features of the program. For the benefit of Essentials users who have not had updates, and Quicken for Windows users hanging onto old PCs or WinXP virtual machines, they decided it was better to complete, test, and release a version of Quicken 2015 that doesn't do everything today, and add to it over time -- rather than spending another year in the lab trying to develop a full-featured version that would satisfy everyone.
"The product manager has said publicly that this first release of Quicken 2015 won't meet everyone's needs, and they've been very upfront about the features not present in Quicken 2015. The hope is that development will continue at a good pace, and additional investment tools, better reports, and other features will follow in the months ahead. Quicken 2015 today doesn't meet all my needs, but I'm encouraged that it seems to be headed in the right direction. And most importantly, it represents a tangible re-commitment to having a robust Quicken for Mac from Intuit management."
My final comment: "jacobs, Superuser" 's assessment that Quicken for Mac 2015 "represents a tangible re-commitment to having a robust Quicken for Mac from Intuit management" is consistent with the hopeful expressions which have greeted this product from the eternal optimists of Quicken's shrunken, battered Mac customer base. Unfortunately, this sentiment represents the triumph of hope over experience.
It is long past time for Intuit to deliver a *real* Quicken for Mac, and to send the de facto Lacking For Mac product line to the knackery. I, for one, migrated my 14 years of detailed Quicken for Mac data in 2012 to iBank, a genuine cutting edge full-featured personal finance application, frequently updated and very well supported. I have looked at, and have been impressed also by Moneydance, which is particularly notable as being a true cross-platform application -- something Quicken was ideally placed to be, but never has been, from the 1990s to now. (iBank 5+ is a Mac OS and iOS-only application, but with exceptionally flexible file import and export features, including better compliance with Intuit's own QIF file exchange format than some Quicken-branded products.)
After more than eight years of empty promises and Mac vaporware from Intuit since Quicken for Mac 2007, I refuse to drink any more Quicken for Mac Kool-Aid. I have experienced, firsthand, the entire history of personal finance software on Mac because I have kept financial accounts on my Macs almost every day since 1984/85 (initially using a long-forgotten product called Dollars & $ense, then Quicken, MYOB and iBank, and Microsoft Excel in Mac and Windows as a financial calculation and reporting application since version 1.0). I am totally unimpressed by Quicken for Mac 2015.
In my earlier review of Quicken Essentials for Mac at http://www.amazon.com/review/R3RBWLK74B6EPJ/ I wrote, in part, that Intuit's epic failure to properly update Quicken for Mac amounted to "the worst betrayal of customer loyalty and dashed customer hopes in the entire history of Mac software". I described Quicken Essentials for Mac as "a toy plastic knife for the tasks of skinning the personal finance grizzly bear". Quicken for Mac 2015, with features that place it somewhere between the toy-town accounting Quicken Essentials and the obsolete Quicken for Mac 2007, merely strengthens my conviction of having been absolutely correct in earlier negative assessments. Indeed, the outrageous con Intuit has foisted on consumers with Quicken for Mac 2015 shows I have been far too mild, not harsh enough in my past criticism, excessively restrained in spraying this product line with caustic metaphors. No other software maker has a track record to rival Intuit in repeated releases, and the most assiduous neglectful nurture, of Mac products which are the software equivalent of ox carts hyped up as Teslas, Sopwith Camels in F-22 Raptor livery, or Barbie Dolls pitched as peers of Gisele Bündchen. I recommend the same response to every other Mac personal finance user.
I also recommend extreme caution and skepticism when reading ALL positive reviews of this mediocre, bottom-rung product. The pattern of four and five star, one and two line unsubstantiated positive reviews, often posted around same dates from sock puppet accounts that have posted nothing or little else, is highly suspicious. The overall average star rating, which has been skewed upwards by these highly suspicious (in any case, unreliable) reviews, should be entirely ignored. On all the facts, and in comparison with Intuit's own Windows range and other manufacturers' superior competing products for Mac, Quicken (Lacking) for Mac 2015 is a genuine one-star item: the lowest of the low, just another "toy plastic knife for the tasks of skinning the personal finance grizzly bear".
POSTSCRIPT (23 June 2015)
Being an incurably curious masochist, I purchased the boxed version of Quicken for Mac 2015 over the counter from a reputable retailer in Philadelphia in April 2015. The cost was $80.99 including Pennsylvania’s 6% sales tax. Intuit's anti-customer policies and attitudes had prevented me, as a non-US resident, buying the online download, or the boxed version, until my next visit to the US.
My hands-on experience of this awful product has confirmed my lowest assessments of it derived from pre-purchase research. I tested it two ways: 1. importing my old Quicken for Mac 2007 file via the QfM 2015 conversion (note: it converts, it does not read or write QfM 2007 data), and 2. starting a new file from scratch.
Almost a year has passed since the initial release of QfM 2015 in August 2014, but the latest update version 2.5.0 has added no significant features to redress any major deficiency of the initial release. Most astonishing of all, Intuit seems still not to have worked out that many Mac users travel, work, earn, spend and invest outside the United States and in more than one country and currency.
"Quicken for Mac 2015" is not even basic: it is sub-standard, for all the reasons I and other reviewers and comment writers have set out in great detail.
Mac personal finance software "basic" includes 1. Multiple currency support, and 2. Ability to read and write native files between any same-branded products on Mac OS and Windows.
Quicken for Mac 2015 cannot do "basic", despite being the latest iteration of the Quicken for Mac line which was launched 26 years ago in 1989. It is the longest-running personal finance product line for Mac, yet it is the *least capable* product in the entire field. As stated above, at least three competing products in the field, iBank 5+, Moneydance 2014+ and SEE Finance, are years - even decades - ahead of Quicken for Mac on most criteria. QfM 2015 is as capable of meeting "basic" personal finance needs as an ox cart is capable of meeting a car buyer's basic need for transportation because it has wheels.
QfM 2015 deficiencies and flaws are innumerable, but here are a few more in addition to those specified above and in the 80-plus comments attached to this review:
• Currency on converted file defaults to USD$. If you want to change that, no preference setting is available across the entire file: it is necessary to go into the settings for each account and change it there.
• Each account can be set to different currencies – but no currency exchange rate conversion in Quicken is possible!
• QfM 2015 deviates from long-established accounting practice in terminology, accounts structure and reports. Look in vain for a balance sheet, cash flow or other such standard report.
• When starting a new file from scratch there are no standard charts of accounts or category sets for common purposes such as household accounting, small business, or other common user profiles.
* Cannot import or convert multiple currency transactions from Quicken for Windows or other multiple currency capable applications.
• Conversion from Quicken 2007 for Mac will not carry over scheduled transactions.
• QfM 2015 by default saves its data file in the Library folder, a folder intended only to contain auxiliary system or application files like fonts and preferences. There is no File>Save As command. The Quicken working data file can be moved, but with a non-standard File>Move To command. No other Mac database application I ever have seen works this way, for good reason: saving working data in a System-related folder is not compliant with Mac OS design, and could get novice Mac users into trouble.
What really stinks for the beta testers is that we set up our accounts on the beta version and was never told that the software would terminate at the end of the testing. (It was probably buried in some legal terms and condition doc that I agreed to.) So I assumed I would be allowed to keep the software since I was expected to use it for all my accounts. Not so. The software has now "terminated" and I am left with either buying this crappy version for my Mac Quicken file or going back to the Windows version and filling in all the missing months when I was using it on the Mac.
Intuit's attitude towards its Mac customers is breathtaking in its level of arrogance and neglect.
Feedback / Feature Suggestions : http://intuitquicken.zuberance.com/reviewV2/start/92868615
Let's start with converting data from Windows. You know how you can use Word documents on either a Windows or Mac and the back-and-forth is seamless? Imagine the opposite of that. Are you imagining that? It's worse. It starts when you are installing Quicken. You are installing it on a Mac, because it's Quicken for *Mac*. Part of the install is to download the Converter. You click the link and the converter downloads. You are then told that the converter only runs on a Windows machine. So you have to transfer the file (or re-download it) on a Windows computer, which for me was at my office where I previously kept all my Quicken files. So I had to wait till Monday when I went to work to run the converter. Then I ran the converter and emailed the converted file back to myself so I could complete the conversion that night. (Why can't this version of the software just READ the data file? Shouldn't it be seamless across platforms?) Anyway, once I imported the converted data, the first thing I noticed was my checking account balance was suddenly negative $54,000. Yes, somehow a major financial company's conversion software was so inept that it deducted almost $60,000 from my checking. I contacted support. They tried to help, but had little to offer but worn apologies. I never figured out why the balances were so far off, but one factor I discovered in one account was two months worth of transactions that pre-dated when I actually opened the account at the bank. The transactions appeared to have come from one of my closed accounts. So, somehow the world's leading financial management software company wrote a data converter that cannot match transactions to the correct account when converting the data.
I thought maybe going online and having the software touch base with my banks would help. Wrong. The software was unable to match ANY of my existing accounts with their online counterparts. NONE. How hard can this be? My account numbers are saved in the data file. All you have to do is match them up. Instead, the software created DUPLICATE versions of every account, doubling the number of accounts which, while closer to having accurate balances, were still wrong.
Sitting staring at an interface that told me as much about the actual state of my finances as my dog could, I gave up. If you do buy the software, you'll need this link to get a refund:
Funny, they can take your money instantly, but you gotta give them 4-6 weeks if you want it back.