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Intuit's Quicken 2015 for Mac revamps interface, expands investment features. Quicken for Mac 2015 supports more than 14,500 banks, credit cards, and loan and investment accounts, presenting them all in a unified interface that lets you get a single top-down view of your finances. And, if you’re a user of Quicken Essentials for Mac. Oct 25, 2018  The new virtual tools are available for all versions of Quicken 2018 and 2019, which is a major improvement. As Quicken has matured over the years, it's.

• Create a new file
• Make changes to your account
• Download transactions
• Use the mobile app
• This is a free update

• NEW: The biggest change is the move to the new Quicken ID and Quicken cloud. After launching Quicken, you will be asked to create a new Quicken ID. You should be able to use the same email address and password that you used for your Intuit ID.
• NEW: Quicken Connect transactions will now be delivered via the Quicken Cloud. Quicken will set up your accounts so your transactions continue to download without having to re-enter your banking credentials. This only affects Quicken Connect accounts.
• NEW: As part of this change, Quicken Connect accounts will now download transactions in the background meaning you can continue to use Quicken. Direct Connect accounts including all investment accounts do not currently download in the background.
• NEW: Moved stock quote updates to download in the background.
• NEW: Added support for multiple Cloud accounts using the same Quicken ID. This means you don't need different IDs for each file.
• NEW: There's a new mobile app. You will need a new Quicken mobile app to continue seeing your data. Go to the app store associated with your mobile device to get the latest Quicken mobile app.

• We've completely revamped the Reconcile feature. The new Reconcile feature calculates the beginning balance based on all uncleared transactions which is what Quicken Windows and Quicken 2007 does. This will result in a more accurate reconcile experience that makes sure your Quicken balance actually matches your online or statement balance. In the previous reconcile feature, your Quicken balance was not actually used in the reconcile process and could result in errors. This may mean that the first time you use this new feature you'll discover discrepancies that have always existed but weren't obvious when using the old reconcile feature. To quickly fix this, click on the gear icon to Start Fresh or Add an Adjustment.

• NEW: Choose to reconcile against an online balance or paper statement.
• NEW: Display only uncleared transactions.
• NEW: Check or uncheck all transactions with one click.
• NEW: Added payment and deposit columns in the Reconcile register.
• NEW: Added payment and deposit totals in the reconcile screen.
• IMPROVED: Clear column renamed to Clr so that the column can be narrowed.
  When this feature was introduced in Quicken for Mac 2016, it caused a lot of pain for customers because the old reconcile allowed transaction errors to be introduced in the file. We wrote a detailed explanation of how Reconcile works in a forum post called Quicken Mac v3.5 Reconcile Troubleshooting.

• NEW: You can now enter and create a 12-month budget. In 2015, you will still only be able to see one month at a time but you can plan for an entire year.
• NEW: Now customize your budget with one-time-only, periodic and recurring monthly expenses.

• NEW: Portfolio Time Machine (As Of Date)
• See the historical value of your portfolio and individual holdings at a particular point in time.
• Track your investment performance over the past days, weeks, or years.
• Gain deeper learning and insights for future investing.
• IMPROVED: Greatly improved portfolio view performance. Most are seeing at least a 200% speed increase.
• IMPROVED: Changed investment portfolio so that the number of shares display up to 6 decimal places. (This was a request from kelly1, smayer97, rgw2012, jacobs, billp, canuckguy, and m.c.crockett in Quicken Live Community).
• IMPROVED: Quicken will automatically add price history for buy and sell transactions if there isn't current quote data for a particular day. This should result in improved charting.
• IMPROVED: Portfolio view can now expand and fill the entire width of the screen.
• BUG FIX: Fixed an issue where the security name would overlap the disclosure triangle if the name was really long.
• BUG FIX: Fixed an issue in Portfolio View where the disclosure triangle would open multiple securities when in investment, brokerage, retirement or education views.
• BUG FIX: Improved an issue where the chart would show spikes or dips due to stock splits or purchases.
• BUG FIX: Fixed an issue where short sells and covered calls didn't appear in reports. (Thanks to Mr. Cribb for tracking this down and working with us to fix the issue.)
• BUG FIX: Fixed the day change value for mutual funds when using Update All (Thanks to jtarver for bringing this to our attention).

• NEW: Now, finally, you can convert your Quicken Windows files (.QDF files) to Quicken Mac without Windows! The Windows to Mac conversion and file import now happens seamlessly on your Mac. No need to have access to a Windows computer or create a transfer (.QXF) file. All you need is your Quicken Windows (.QDF) file.
• NEW: Now you can export Category Summary and Tax Schedule reports to a CSV file (compatible with Excel, Numbers and other spreadsheets). We've received a lot of requests for this one. Enjoy!
• NEW: Added ability to create Quick Category and Tag reports by right clicking (CTRL+Click) on a transaction and selecting Report [Category or Tag].
• IMPROVED: Dramatically reduced file size by eliminating unused data backups stored in the file.
• IMPROVED: Eliminated width restrictions in reports so they can now expand and take up the full width of the screen.
• IMPROVED: Updated Category, Tag, and Action screens to be consistent with Payee and Securities.
• IMPROVED: Added an ability to easily fix a 324 dead account issue. Simply click Setup in Account Status window to fix your account.
• FIXED Made a number of general stability improvements.

• FIXED: Fixed an issue that would cause categories on linked transfers to be lost.
• FIXED: Fixed an issue where deleted splits weren't getting propagated to the Quicken Cloud.
• FIXED: Improved reliability of a fix for an MFA issue where customers received an MFA code but didn't have a screen to enter the code in.
• NEW: Created a special Create Quicken ID screen for macOS Lion (10.7) and Mountain Lion (10.8) customers.

Quicken For Mac 2015 Reviews

Is Quicken 2015 For Mac Reviews

Comments

• edited August 2018

  BTW, you have one small mistake...you reference Version *3.6...you probably mean 2.9 ;-).
  In fact the more I read this, the more it looks like a lot of details for QM2016 Release notes. Is that intentional?

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• edited January 2018

  When I updated, suddenly I could no longer connect to my 403(b) account at Voya. It sent me an error message, so I deactivated, then tried to reactivate, and was told Quicken can't connect to Voya. Please help!
• edited October 2017

  After installing the update, during the 'updating your Quicken data' I am getting an error saying that a backup couldn't be copied because I do not have permission to access 'backups'. It seems every time there is an update there are issues and I send all day fixing it to where the product works. This is so frustrating.
• edited September 2017

  When I updated, suddenly I could no longer connect to my 403(b) account at Voya. It sent me an error message, so I deactivated, then tried to reactivate, and was told Quicken can't connect to Voya. Please help!

  Exact same thing happened to me on Windows version Home and Business 2017 R15 (build 26.1.15.12)
• edited September 2017

  When I updated, suddenly I could no longer connect to my 403(b) account at Voya. It sent me an error message, so I deactivated, then tried to reactivate, and was told Quicken can't connect to Voya. Please help!

  I opened a case with Voya and here is their response:
  'Thank you for contacting Voya Institutional Plan Services, LLC. We apologize for the delay in responding to your inquiry. We are aware of similar reports of Quicken connection problems. Voya is working on this issue, and we hope to have it resolved soon. We apologize for any inconvenience this may have caused you.
  Sincerely,
  Voya Email Services'
• edited September 2017

  When I updated, suddenly I could no longer connect to my 403(b) account at Voya. It sent me an error message, so I deactivated, then tried to reactivate, and was told Quicken can't connect to Voya. Please help!

  Thanks for your posts. I've had a hell of a time getting Voya to fix Quicken errors on their part in the past--once it took 2 months--so it's good to know it is a 'global' problem and that they're working on it.
• edited October 2017

  updated and now i can not update my online accounts in this new version. just does nothing. why oh why do i do this upgrade stuff.
• edited August 2018

  I update to 2.9 and all looked good except in my checking account there was no info in the balance column. It was fine in all other accounts, credit card, savings, etc. I reset the filters, didn't work, closed & opened Quicken app. Not sure what I ended up doing but it finally showed balance.
• edited December 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.
• edited September 2017

  After updating I can not synchronize any accounts. It gives me an error that it can't connect to the servers. I also get a notice that 2.9.1 is available but there is no file to download.
• edited October 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.

  I have the same issue - so annoying. Changing status does nothing and you have to go to a submenu to get to it.
• edited September 2017

  After updating I can not synchronize any accounts. It gives me an error that it can't connect to the servers. I also get a notice that 2.9.1 is available but there is no file to download.

  2.9.1 was available this morning but I still have the same sync error. Very annoying!
  'Quicken encountered an error while communicating with our servers. Try again later. If the error persists, contact Quicken Support.'
  I tried 3 chat sessions yesterday and was never connected to an agent.
• edited October 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.

  It doesn't seem to matter whether the transaction is marked as reviewed or not reviewed. There's an orange pencil icon that just stays there for all new transactions while all old transactions have the blue dots gone. Are you having the same issue?
• edited October 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.

  Exact same issue. All old statuses are gone, most are blank, new transactions marked with pencil. Trying to change status does nothing.
  I tested Quicken 2017 briefly and it has the same issue.
• edited September 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.

  Same here
• edited August 2018

  Tried to update last night due to the dire warnings and impending deadlines. I had to change my password to conform to new standards. All seemed well until I tried to re-enter. My data file is gone. It is nowhere on my computer. Moreover, the new password nor the old one is recognized. What a total mess! As I write this, I've been on chat for over 4 hours and still not response. As someone who's used Quicken for 20 years, and has been a beta tester for them in the past, this is unbelievable.
• edited September 2017

  Tried to update last night due to the dire warnings and impending deadlines. I had to change my password to conform to new standards. All seemed well until I tried to re-enter. My data file is gone. It is nowhere on my computer. Moreover, the new password nor the old one is recognized. What a total mess! As I write this, I've been on chat for over 4 hours and still not response. As someone who's used Quicken for 20 years, and has been a beta tester for them in the past, this is unbelievable.

  Clearly the wait times are not based on any real info...surprised? :-

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• edited October 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.

  and same here. I hope they fix this, and soon!
• edited September 2017

  BTW, you have one small mistake...you reference Version *3.6...you probably mean 2.9 ;-).
  In fact the more I read this, the more it looks like a lot of details for QM2016 Release notes. Is that intentional?

  Thanks for catching my typo.
  smayer97, you're quite perceptive. 2015 and 2016 are basically the same app now so 2015 customers kind of get a free upgrade to 2016 but we turned off a few of the big-ticket items like bill pay and 12-month budgets.
• edited September 2017

  After installing the update, during the 'updating your Quicken data' I am getting an error saying that a backup couldn't be copied because I do not have permission to access 'backups'. It seems every time there is an update there are issues and I send all day fixing it to where the product works. This is so frustrating.

  We make a backup copy of your file so if something goes wrong you can always go back to your backup. The error that you're mentioning doesn't sound like a Quicken issue. For whatever reason, the macOS is telling Quicken that it can't write to your backup location. Is your backup location locked or read-only for some reason? Are others getting this issue?
• edited September 2017

  updated and now i can not update my online accounts in this new version. just does nothing. why oh why do i do this upgrade stuff.

  Did you create a new Quicken ID? If you don't create a Quicken ID, nothing will work. We are no longer part of Intuit and are being forced to move everyone off of Intuit's technology infrastructure. We don't have a choice so you don't have a choice. You must create a Quicken ID or this won't work.
• edited September 2017

  I update to 2.9 and all looked good except in my checking account there was no info in the balance column. It was fine in all other accounts, credit card, savings, etc. I reset the filters, didn't work, closed & opened Quicken app. Not sure what I ended up doing but it finally showed balance.

  Weird. Thanks for reporting this.
• edited October 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.

  This isn't broken but the behavior is slightly different. The way this works now is that if you see a blue dot it means it's an unreviewed downloaded transaction. If it's reviewed there is no dot. If you mark it as unreviewed again the dot should reappear. The orange pencil identifies manually entered transactions. When they are auto-matched with a downloaded transaction they will turn into blue pencils. We changed this because a number of customers didn't want to see any icon when the transaction was reviewed.
• edited September 2017

  After updating I can not synchronize any accounts. It gives me an error that it can't connect to the servers. I also get a notice that 2.9.1 is available but there is no file to download.

  Did you create a new Quicken ID? If you don't go through this process, no connected services will work.
• edited October 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.

  Marcus, it is broken. I’ve tried all 4 options. No change. I don’t sync with bank account and do everything manually, if that is a helpful hint for your eng team.
• edited September 2017

  Tried to update last night due to the dire warnings and impending deadlines. I had to change my password to conform to new standards. All seemed well until I tried to re-enter. My data file is gone. It is nowhere on my computer. Moreover, the new password nor the old one is recognized. What a total mess! As I write this, I've been on chat for over 4 hours and still not response. As someone who's used Quicken for 20 years, and has been a beta tester for them in the past, this is unbelievable.

  There is no way Quicken deleted your file. What does re-enter mean? Are you saying when you relaunched Quicken? When you launch Quicken and go to File : Open Recent what do you see? Also, I don't think we pop-up the Sign In screen unless we're trying to open a file so there must be a file there.
• edited October 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.

  I used to sort using that column for various reasons, but now it'll sort the hand-entered transactions separately from the downloaded. But why do I care? I'm more interested in reviewed or unreviewed, not whether it's hand-entered or not.
• edited September 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.

  To be clear, I cannot change the status of any transaction. This is a bug.
• edited September 2017

  This release has completely borked the Status field. All my previous 'blue dots' that indicated a reviewed item are clear. I can't change the status of any of the items.

  Saty, you're right. I was only thinking of the connected account situation. I'm assuming you're seeing the orange pencil with no way to dismiss the pencil? Let me know if you're seeing something else. Barbara, you can filter by Not Reviewed. Possibly that would help now that the sort has changed.
• edited September 2017

  After updating I can not synchronize any accounts. It gives me an error that it can't connect to the servers. I also get a notice that 2.9.1 is available but there is no file to download.

  Yes, I created a new id as part of the process I was walked through by the upgrade process.

Comments

Quicken For Apple Mac

• edited November 2018

  What version of Quicken are you currently using? If you're subscribed to Q2018 or later, your subscription includes both PC and Mac versions. If so, the simple thing is to download the Mac version and play with it a bit.
  That said, I think in your case, it's mostly about what you're used to. There are some shortcuts that can help smooth things out in QMac, but mostly it's about getting used to it because it's different.
  Unless you can be more specific about what you mean by 'the flow is just off', it's going to be hard to provide any more detail about the differences.

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  There is no two line register in QMac, but the columns are completely configurable. You should be able to set it up so data entry is easy. On Mac, Command-N saves the current transaction and starts a new one. Once you enter the payee, it will prefill the rest of the fields from the last transaction for that payee in that account.
  I would suggest you try it. You have 30 days to get your money back if you don't like it. Or you could keep it for the upgrade of the QWin version since Q2019 comes with both Win and Mac versions included.

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  I have the same exact issue tried quicken for Mac a few years ago, it was a disaster! But I love my Mac. So I use a pc for quicken only and a Mac for everything else. If I were to go the online route can you choose the pc version and use it on a Mac?
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  The online version is only an accompanying app to the desktop version. It is not a complete data set of your desktop data...should not be considered a backup of your data...and is NOT a replacement for your desktop version.
  Therefore, you can't just use the web version. You'll need to pick a Mac or Windows version of Quicken, then sync to the web or mobile app.
  And as you probably know, the Quicken desktop Mac and Windows versions are NOT compatible. And converting your data from Mac to Windows is nearly impossible.
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  I currently run the Quicken deluxe 2018 I am very happy, except it is quite slow... How long will this version work? What would I upgrade with to stay the same format. I really dislike the single column ledger with Mac version among other things. Is the new 2019 quicken windows version and Mac version the same now. I saw that it is now sold for both?
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  I really like the two line register. You mentioned earlier that the columns are completely configurable? What exactly does the mean and how difficult is it?
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  If you REALLY have Quicken 2018, the Mac version is included in the subscription.
  As a matter of fact, Quicken 2019 and Quicken 2018 are virtually one product. It's just Quicken subscription. So if you have an active Quicken 2018 subscription, you already should have been updated to Quicken 2019.
  The remaining length of your subscription should be listed in the Quicken HELP area or on quicken.com.
  If your subscription expires, all online functions such as transaction downloads, updates, Zillow, Morningstar, stock prices, mobile app and web app access terminates. Additionally, you will get a Quicken reminder taking up about 25% of your data screen reminding (nagging) you to renew your subscription.
  Otherwise, you can continue to work by adding transactions and stock prices manually, with the crippled screen space.
  Quicken Mac has ONLY a one line transaction register. The columns are configurable as you can include or exclude which columns to show in the register. There is a Settings feature at the bottom of each register, so you can customize per register. It's easy to do.
  Mind you that Quicken Mac is a completely different product than Quicken Windows. Certain features in the Windows version are not present in the Mac version, such as the Tax Planner and Retirement Planner, Financial Calculators and more robust/customizable reports.
  Additionally, at this time Quicken Mac is still not able to include or exclude transfers in its reports and budgets. Thus, creating an accurate budget and reports takes some intricate (in my opinion) and creative methods. I still haven't been able to get it to account for my mortgage principal and retirement investment income.
  I have both Quicken Windows and Quicken Mac on my MacBook Pro. I still prefer, by leaps and bounds, Quicken Windows.
  The Mac development team has made certain strides in adding some features and others are promised or under advisement...but Quicken Inc does not make public any updates in the works nor any timetables.
  My opinion? Download Quicken Mac and see if you like it. Run both in parallel for a while (I've been doing it for about 18 months now) and see if it fits your needs.
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  @cassie... The QMac registercolumns can be included/excluded, resized and the order changed. Configuration is easy, although has to be done separately for each different register. They will always be single line though.
  QWin and QMac are both included with the subscription, but they do not read the same file, so you can't go back and forth. You can transfer the QWin file to QMac. Transferring the other way does not work.
  One option if you want to stick with QWin is to run it within a Windows emulator on the Mac.

  Quicken Mac Subscription; Quicken Mac user since the early 90s
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  BTW, not a Windows emulator...a Windows virtual machine. They are definitely not the same ;-) If you want to consider that option, there are 5 popular products you can use: Parallels, VMWare Fusion, Oracle VirtualBox, Bootcamp or CrossOver. The first 4 require you to also buy a copy of Windows. The first 2 cost $50-80, the third and forth are free. CrossOver also costs about $50-$80 but does NOT require you to buy Windows.
  If you plan to keep your PC & Mac, you could also run Quicken on the PC and use remote access (several free options, e.g. NoMachine and Teamviewer) to access Quicken from your Mac (or even a tablet or phone) (see this great article for complete review of many options (most are free): http://machow2.com/rdp-for-mac/ )
  (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)
  

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  Meanwhile, you may want to add your VOTEtoAdd option for 2-line/row display.
  
  First, click on the underlined link above to go there, then click VOTE at the top of THAT page, so your vote will count for THIS feature and increase its visibility to the developers by seeking to have the features you need or desire end up in the latest version.
  While you are at it, you may want to add your VOTE to related IDEAS found on the
  List of Requests for User Interface Options and Features. Click on the underlined link, then follow the instructions to add your vote to more related ideas. Your VOTES matter!
  (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)
  

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  Oh, and QWin and QMac are VERY different software... the fastest way to know the differences is to try it. BUT if you are considering migrating over, If you decide to migrate your data, you do need to convert. If your data is from QW2010 or newer, the mechanics are quite simple...copy data file over to Mac. Open data file with QM2018. The built-in conversion process will step you through but there are a few things you need to know; here is the entire process:
  https://getsatisfaction.com/quickencommunity/topics/faq-converting-from-quicken-for-windows-includin...
  In your case, you can skip steps 1 and 2 but review all the prep and background info before:
  https://www.quicken.com/support/things-do-converting-your-data-quicken-mac-2016
  If someone needs to use an intermediary version, as mentioned on that page, instead of getting QW2010, you can try using QW2013 available from Quicken for FREE here:
  https://www.quicken.com/support/how-and-when-use-intermediate-version-convert-older-versions-quicken
  (that first page needs to be updated ;-) )
  NOTE: Be aware that at this time, it is very difficult to convert back from Mac to Windows, as there are many problems with the reverse conversion process.
  I also suggest that you make sure that Quicken 2018 for Mac will meet your needs, since it was re-written from the ground up (first with Quicken Essentials in 2010, then again with QM2015 onward) and is not the same product as the Windows version, so there are some features that are still not there e.g. full loan amortization*, 2-line display, QuickMath, or are not as fully developed yet, e.g. Customized Reports, some investment performance reports and stats (therefore some data may not carry over). You can start here:
  http://www.quicken.com/mac/compare
  https://www.quicken.com/whats-new-quicken
  https://www.quicken.com/mac/upgrader-compare
  *NOTE: Support for fixed rate loans has been released as of QM2017 v4.5.x but there is no announced timing for support for variable rate or simple daily interest loans.
  You may want to review the List of Obstacles and Hindrances for Migrating from QM2007 or QWin to Quicken for Mac. Add your vote to any features that are missing for you. Your VOTES matter!
  Be aware of data that will and will not carry forward:
  https://www.quicken.com/support/what-data-gets-carried-over
  (A couple more things to note: historical currency rates are not migrated AND currency conversions of transactions are not migrated).
  Then look at the updates since the original release here:
  https://www.quicken.com/support/2018-release-quicken-mac-release-notes
  You will also want to look at a more detailed comparison done by a SuperUser which also identifies nuances not mentioned elsewhere (and read on for comments from other users too on that same discussion thread):
  https://getsatisfaction.com/quickencommunity/topics/can-anyone-who-has-switched-from-2007-to-2015-he...
  Take a look at the following videos to give you a better idea:
  https://www.youtube.com/user/QuickenMac
  Note that there are many differences that are rather subtle, that are not necessarily identifiable via documentation, for example, the 12-month budget feature does not allow including transfers, including investment income, selecting specific accounts, or have rollover capability.
  (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)
  

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list
    
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  Most of this conversation has really been a sore point for me. Quicken for Windows has been around for ages. It's a great product. So, here's the brainiacs at Quicken saying; 'Hey, let's make a Mac version, but let's toss all of the really great things that QfW does in the trash and reinvent the world'.... seriously !!!
• edited December 2018

  I'm using a non subscription version... 2016 I think. It's been a couple of years since I looked at the Mac version. From my memory, I think it had something to do with how the register in QfM is arranged differently than in Windows. Not that I'm averse to some learning curve, but with Windows I can quickly enter things from my check book almost without thinking about it and with the Mac one, it was taking a lot longer to do the same things. I also seem to remember something different in the reconciling of accounts, but I honestly don't remember what that was.

  Actually it is not quite that way at all... there is a lot of history that lead to this point. Bottom line is that Quicken chose to re-write the QMac version because they ran into technical limitations with the previous version because of the direction that Mac OS chose to go and they figured it was better to start over than to make the old version work. You can read more about it here:
  Why does Quicken for Mac not have feature parity with the Windows versions?
  As a result of that choice, there were a few failed attempts to get this off the ground. Finally in about 2014 a solid team was being established and the progress has not been as fast as many had expected and hoped. But there has also been a verbal commitment to bring the feature set closer to parity between QWin and QMac.
  Now the development is also being guided by prioritizing the many outstanding features, with invitation from the community to help influence that.
  This is why I highly recommend that you browse through the IDEAS section of this forum and VOTE for the request of each of the missing features to be added back into Quicken for Mac....to help direct the priorities of the developers.
  To do that click on this underlined link, following the instructions then VOTE to your heart's content:
  Categorized List of IDEAS of Feature Requests and Enhancements to Vote On
  or if you prefer this layout:
  EXPANDED List of Categorized IDEAS of Feature Requests and Enhancements to Vote On
  
  (If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)
  

  
  If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.
  
  (Canadian user since '92, STILL using QM2007)
  Have Questions? Check out these FAQs:
  

  • Quicken Windows FAQ list