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Quicken 2015 for Mac Review and Giveaway

This article was written by in Reviews, Software. 19 comments.


I have one free download code for Quicken 2015 for Mac to give away to a lucky reader. Instructions are at the bottom of this article.

It’s been nine years since Intuit released a version of Quicken that was both fully-featured and designed to run on Apple’s hardware and operating systems. The Quicken Essentials for Mac bridged a technology gap between Quicken Mac 2007 and the Windows versions of the software, but many important pieces were missing.

Intuit has no announced their plans to release Quicken 2015 for Mac, and the software is available for pre-order beginning today. I had a chance to take a look at Quicken 2015 for Mac earlier this week. I am not a Mac user; I’ve been using Quicken Deluxe or Quicken Home & Business on Windows for years, and I’ve upgraded every year except this past year. But every time I’ve written a review of the latest Quicken product for Windows, I’ve heard from many readers who have been dreaming of a Quicken Mac version that contains all the features of the Windows version that can be run natively in OS X.

And that’s what Intuit is presenting today. It’s a complete re-write of the Quicken codebase (as it would need to be because of the requirements of OS X). And sometimes, from an application development perspective, when you’ve been modifying the same code for two decades, it’s good to start from the beginning with a fresh codebase.

Mac users will like the improvements. The interface borrows from what has worked well in Quicken’s mobile versions, and in fact, Intuit is also releasing an update mobile application for Quicken (the 2014/2015 mobile app).

The Quicken 2014/2015 mobile app.

Intuit promises the new mobile app will provide faster syncing between your desktop financial information and your mobile. A new feature allows you to easily take a snapshot of your receipts and enter the information for easier entry as a transaction, either on the spot or later. There are many mobile applications that allow you to organize your receipts, but if you’re a Quicken user, this built-in feature is essential.

Quicken 2015 for Mac desktop.

The sleek new interface is a welcome change. This overview screen shows how Quicken has improved its budget tracking features over the years, and most newer Quicken users are interested in tracking a budget. Quicken has really focused on household spending, and this has been seen more in the recent versions of the Quicken mobile app, and the same approach is now being featured in the desktop version of Quicken 2015 for Mac.

But the new version also finally gives Mac users powerful tools for tracking investments. It’s been almost ten years since a version of Quicken for Mac was able to do anything more than track investment balances. Like Windows users, Mac users can now track not only the balances in investment accounts, but the transactions as well. The investment features of the latest software are finally on par not just with the Windows version, but with users’ expectations for fully-featured personal financial management software.

Mac users can now track gains and losses, investment performance over time, and other important facets of all types of investment accounts, from stock trading portfolios to 401(k) retirement accounts.

Automatic upgrades for one year.

Intuit is trying something new with Quicken 2015 for Mac. When you buy the software, you will receive free, automatic software upgrades for one year. This is somewhat similar to how the Windows version works. Every time you open the Quicken software, the software checks to see if any new updates are available. There’s an important difference, however. The Windows updates are only bug fixes. And as most Quicken for Windows users know, there are undoubtedly bugs that need to be fixed with every new version.

However, with Quicken 2015 for Mac, the updates throughout the year will also include new features. According to Intuit, they are closely listening to their community of Mac users to determine what features to include. Any new features for one year will be automatically rolled out to all Mac users.

What’s missing from Quicken 2015 for Mac.

Intuit prioritized the features to include in the software based on feedback from Mac users. But as this is a new piece of software, built from the ground-up, and because Intuit is keeping to a release schedule, there are many interesting features available in the Windows version of Quicken that have not yet found their way into this new release for Mac users.

For instance, there is no calendar view of upcoming bills. The Mac version doesn’t include a debt reduction planner, something that many Windows users have found useful or at least interesting. Quicken for Mac doesn’t support some types of investment transactions, particularly those dealing with employee stock purchasing plans (ESPP). That would have been a deal-breaker for me. The retirement planner and goals planner are among some of the Windows features that are still missing from the Mac.

You can, however, vote on the features you’d like to see added to Quicken for Mac 2015 throughout the year. Intuit plans to listen to its community of users as much as possible, and implement the features that are most desired.

Final words.

For a Mac user that is serious about his or her finances, Quicken 2015 for Mac is a must buy. There’s always the alternative of running Quicken for Windows on a Mac through emulation, but the new interface makes the native version more appealing, but only if you don’t need the features that are currently missing from the Mac version.

The new software is an amazing improvement over what has previously been available for Apple’s operating systems, and the integration with mobile is a advantage worth the upgrade for users still hanging onto Quicken Mac 2007. Furthermore, any version of Quicken is much more feature-rich than any other financial management software available.

Intuit’s own (through acquisition) Mint has captured the interest of a new generation of financially-minded individuals and households, but Quicken holds so much more power, and as someone moved beyond basic budgeting and spending tracking to grown-up financial needs like investing for retirement or being the head of a household, Quicken is an essential upgrade over Mint.

Not surprisingly, having the Intuit team take me through a demo of the software earlier this week has piqued my interest for the latest Windows upgrade. I skipped Quicken 2014 for Windows, and I’ve been reading that users are still having problems with this version. I’d like to see some of the interface improvements and underlying technology fixed with the next version for Windows. It would be great to see a ground-up rewrite of the code, just like the Mac version, but with a tight yearly upgrade cycle, I doubt that will be the case any time soon for Windows users.

How to buy Quicken 2015 for Mac.

Quicken 2015 for Mac is available today for immediate download from Intuit, the Mac App store, or Amazon.com. If you prefer receiving software in a box in CD-ROM or DVD-ROM format (does anyone?), the software will be available in October in retail locations.

The price today is $74.99.

I have one free download code for Quicken 2015 for Mac to give away to a lucky reader. Instructions are at the bottom of this article.

Quicken 2015 for Mac FAQs.

Here are some of the questions I’ve received so far.

Can you edit investment transactions?

Yes. Unlike Quicken Essential for Mac, the investment features are implemented the same way as all other accounts, so you can add, edit, and delete transactions. The software does more than just track your investment balances.

Can you import old data?

Yes. You can import data from any previous version of Quicken for Mac or Windows into Quicken 2015 for Mac.

Give us your feedback.

Once you’ve downloaded the software and have had a chance to import your data (or begin from scratch), let other potential users know about your experiences. I’ve had a chance to look at the software from afar, and I like what I see, but I don’t have a Mac to run the software for myself. Do you like the new features, and do they work as expected? Are you missing the few aspects of the program that are available on the Windows version but not yet on Mac?

Free download giveaway.

Update: The giveaway has ended, and the winner is @beskie.

Want to download Quicken 2015 for Mac for free? I have one download code to give away to a Consumerism Commentary reader. In order to qualify, follow these instructions:

  • For one point, post the following to Twitter: Read the @Quicken 2015 for Mac review by @luke_landes and win a copy! http://flexo.me/1pUASYZ #giveaway or just click on this link and submit the tweet easily.
  • Get an extra point if you have over 1,000 followers, another extra point if you have over 5,000, another extra point if you have over 10,000, another extra point if you have over 50,000, etc.
  • Leave a comment below with your Twitter ID and write briefly about your experience with Quicken. If you leave a comment and don’t post to Twitter, you’ll still get one point.

Every point you receive gives you one entry in the giveaway. I’ll choose the winner randomly on September 1.

The images in this post were provided by Intuit.

Updated September 15, 2014 and originally published August 21, 2014. If you enjoyed this article, subscribe to the RSS feed or receive daily emails. Follow @ConsumerismComm on Twitter and visit our Facebook page for more updates.

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About the author

Luke Landes, also known as Flexo, is the founder of Consumerism Commentary. He has been blogging and writing for the internet since 1995 and has been building online communities since 1991. Find out more about him and follow Luke Landes on Twitter. View all articles by .

{ 19 comments… read them below or add one }

avatar jdh

How brilliant to bring it out just BEFORE Apple introduces a major upgrade to the OS!

I can’t wait to pay $75 to beta test compatibility! :-O

Reply to this comment

avatar Luke Landes ♦127,490 (Platinum)

Quicken 2015 for Mac was designed with Yosemite in mind, at least from a user interface perspective, but it just wouldn’t be Quicken without bugs at launch.

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avatar Al Olsen

I used Quicken for several years in the past, and while enjoying the program, frankly grew weary about the push to sell me upgrades. I have since moved to all Apple, and use mint.com and have never looked back.

As one who, as you say “is serious about my finances” mint.com does everything I need. I especially like how quickly it updates across all platforms. And of course it is free.

Why would I want to go back to Quicken?

Reply to this comment

avatar Luke Landes ♦127,490 (Platinum)

If Mint is all you need, that’s fine. Quicken, even in the new Mac version now, offers more advanced features for portfolio analysis, integration with tax software (and acceptance by tax accountants), features for small business owners (or anyone earning money outside of a day job), bill payments (probably coming soon to Mac), configurable reporting, account reconciliation, and check writing. If you don’t need those features, the free Mint is a good option and there’s no need to pursue Quicken.

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avatar Al Olsen

I have always found portfolio analysis to be a bit limited and frustrating in both the previous Quicken versions as well as on mint.com. However, in that we use Vanguard exclusively for investments, they are excellent, easy to use and offer terrific what if analysis and provide the best solution for us.

And of course since we are now retired with no small businesses, fairly easy tax reporting via the standard deductions, and Vanguard provides excellent download capability to TurboTax, much of that great stuff that you list is beyond our needs.

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avatar TOM

I have used Quicken for years and I find the investment capabilities very helpful, I tried to switch over completely to OS X on my MacBook Pro, but found I could not deal with the inferior Quicken for MAC software. I have a rental property and the Windows version allows me to track my rental expenses and prepare reports to show totals for the year. I have always used goal accounts to keep money separate from my regular budget for example I use a goal account to store the security deposit on my rental. This way I don’t have to remember that I can’t spend that money since it keeps it out of my Banking balance. I also use these goal accounts for other large bills that occur infrequently. This way I always know I have enough money when the bills are due. Not having goal accounts is pretty much a deal breaker for me since I rely on them so much; especially now that I am retired and my memory is not as good as it used to be.

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avatar Russell

I used Quicken up until about 2008. At that point, they had not upgraded it in a long time, and prior to that, the upgrades were costing a significant amount of money, while providing an interface reminiscent of the late 90′s. All I remember hearing were promises that parity with Windows features was the next step.
Jump to today and this release. Still no parity with Window’s version features. If you want to know the one feature that Mac Users probably want, it would be all the features that Window’s users currently have. Just because people who use Mac’s have different ideas about computing, devices, etc. doesn’t mean that their personal finance needs are any different. To insinuate so is insulting.
I’ve been using an open source product called Gnucash since I switched off of Quicken in 2008. It is a full double-entry accounting package with small business features included. It has graphing and reporting capabilities. I was able to import 8 years of transactions from Quicken after cleaning them up to account for Gnucash’s stricter rules. I track all my investments, rental property income/expense, etc.
Intuit waited too long, and then again has come out with a half-assed product. This is one customer they aren’t going to get back.

Reply to this comment

avatar Emily

I have used Mint.com for years, but the portfolio analysis function of Quicken appeals to me. Can I tranfer data from mint to Quicken, or would I have to start over with Quicken?

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avatar Jake and Allie

good luck with that ;)

I moved 15+ years of data over the weekend. Nothing appears to work very well. The data had to be exported on a windows machine and converted. They don’t even bother to write something to read their own data!

Then when I did get the data imported I can’t get it to connect to 3 of 5 financial institutions. Fidelity and AllyBank. Evidently I’m not the only one having issues.

I spent part of the weekend playing around but in the end have decided to keep running the windows version (via parallels) until they get the bugs worked out.

like someone else said above, you are basically paying $75 to beta test for them. This is the buggiest piece of software I’ve seen on a mac.

@beskeie i imported a good bit of data and it did ask me to update some data that was present in the windows version. so you may need to go back to paper records to get some data. depending on how far your data goes back.

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avatar beskeie

Ive been using Quicken for Mac since the dawn of time. Being able to edit investment transactions is the biggest neccessity for me. If imports of old data dont mess up basis info, we are in good shape. Cant wait to check it out.

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avatar Brian

twitter handle: @cmptrprog

I have been using Quicken for the last few years. And being a Mac fan, it has been disappointing. Still have a Windows VM to use it. I have been watching the Mac versions for a while hoping for continuos improvement. My one gripe with Quicken is not having an envelope budget system. It is very good looking at the past and poor at the future. Really hope some of the features on the voting list make it into the app to make it worth 75 dollars.

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avatar Greg

Hoping to win a copy, but don’t have twitter. If I win, please email me.

I have been very disappointed in previous Mac versions. Why they think mac users don’t want same options as Windows users is beyond me. Note to Intuit developers. Give us everything.
I am willing to try this new version, as I have stopped updating my Windows Quicken in protest.
Please let investment tracking in particular be in parity.

Reply to this comment

avatar Clay Young

I’m currently using the Quicken 2006 for Mac. When the Quicken 2010 for Mac came out I got it. After a couple of disappointing months, I went back to the 2006 version. I’m holding off on this new version until I see some reviews.

Reply to this comment

avatar Just Will

@JustWill on twitter

I haven’t used Quicken since the ’90s and even then, the yearly upsell on Windows soured me, but with no active Mac development I wasn’t even tempted to try it after I switched.
Since I’ve been using Mint from soon after it’s launch, I would be willing to give the new version a try (not sure if it merits an $80 gamble, though)

Reply to this comment

avatar Laura Power

I am a long time Quicken user.
I have slowly moved from a PC to a Mac and only pull out my Windows laptop to update Quicken. I am cautiously optimistic that this Mac version will be the straw that breaks my laptop’s back.
@alurap on Twitter

Reply to this comment

avatar Lew Rosen

I use Quicken Essentials for Mac. (before that… Quicken 2007.)
As a mac exclusive user, it’s my only option running X.9.4.
Other than the ability to use my iPad or iPhone to sync data, I see nothing new and exciting here. Creating a wish list of what QUICKEN promises to incorporate in updates is absurd! JUST DO IT in one fell swoop INTUIT! and provide users EVERYTHING you have in the PC version.
This new Mac 15 version still doesn’t allow bill paying to occur from within the application. The only way I foresee using Quicken 2015 for Mac is if I win it!

Lew Rosen

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avatar Bob H

@bobroch
Used Quicken on Mac since late 90′s. Works for what I need – - good auto downloading, pretty good categorizing, decent reports / export capability (though I do most serious analysis by exporting to Excel). No particular expectations for Q2015 – other than I expect it to be buggy, so won’t jump in too early. (unless I win the free one!)

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avatar Peter L

Can Q2015 be stored in a cloud (ie., Dropbox)?

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avatar el viejo

As a long-time user of Quicken for Windows and a 5-year plus Mac user, I can only say that I will wait. It isn’t that they are only asking buyers to tell them what should be added but rather, they have not included some of the more basic operating functions of the windows version. Let me just mention two that I have found just by reading new-users’ comments. (I have not purchased nor tried the new Mac version and base my comments on my reading the comments of purchasers.)

1. You can’t amortize a loan and have the amount of principle reduction, for example, entered automatically into each transaction (unless Quicken has already fixed this glaring omission.) This is one of the more basic functions of any decent financial program and they didn’t include it. What were they thinking?

2. In the Windows version, adding a category to a transactions was a piece of cake. For example, to enter a nested category in the Windows version, all you had to do is just type in “Jim,” the last word of the identifying category string, as in “Family/Children/Jim.” Now you have you type the entire string. Why did they do that? It makes no sense. Just a lot of extra work for each nested transaction. Of course I could change the way I use categories, doing away with all nested categories and replace with tags but why should I when the current Windows-based process is so simple. This makes a big difference in how one designs needed reports.

These are just two examples of a poorly crafted piece of software that shouldn’t have seen the light of day until finished. I could go on but why bother? I admit, I have not tried the software but user comments fully explain why this Mac version will come out a loser.

Who in the company approved the release of such a limited piece of software when all they had to do was include the options currently available in the Windows version? The way Quicken handled the release of this half-finished product is just inexplicable to me.

I will continue to use the Windows version for the next six months and then look and see what Quicken has come up with to overcome the deficiencies the Mac version’s deficiencies.

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