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ranked #116,049 most helpful out of 571,544,897 reviews
★★★★☆
Finally a Quicken for Mac!
I have been using Quicken since the early 90's and therefore have a large history that I wanted to keep. I made the switch to Mac a couple of years ago and was unable to find a financial program that would allow me to keep my history and complete the things that I wanted to track, and therefore I have been continuing to run Quicken for Windows 2013 using Parallels on my Mac. It is SUPER SLOW! Finally, QM 2015 is here! This program does mostly what I want. I was part of the beta team and am very happy with the stability of the final product. The conversion process worked well except my larger primary checking and credit card which have a very large history. I was able to track down the specific errors and get my QM 2015 in line with my QW 2013 in about 30 minutes. All my other accounts, to include my investment accounts converted seamlessly! You must install the conversion utility on your Windows machine/partition and convert from there. Then import the converted file over to your Mac. The interface is much cleaner than QW. I actually like it and found QW packed with a lot of features I never used. I want to track my money and know how much I really have, not what I have in this moment. This is where there are still some shortcomings. The Account Bar on the left only shows the current balance, not the projected balance. To see that, you must go to the individual account and select Projected Balance on the top right. Downloads seem to work with all my institutions the same as with QW 2013. Be careful. Some banking shows differently than in QW. My children's Youth Spending accounts have a different bank name than my bank, which was not the case in QW. There was a learning curve to match up downloaded transactions with scheduled transactions. In QW 2013, there is a separate window that shows all your downloaded transactions and you can manually match them and accept them with your register. In QM 2015, the downloaded transactions show up directly in your register. If they have a matching scheduled transaction, you must find it in your register and drag the two together depending on which one you want to maintain the name. The register is also different from QW. You can right click on the columns to choose what you want to display. I have not found a way to default all registers to how I want it displayed so you must tailor each account to your liking. For example, I like having Reconcile, and Transfer columns which are not in the default column display, so I must right click and choose these for each of my accounts. Reconciling is easy and intuitive. I have not worked much with reports or budgets yet. I do really like the default page that shows a graph chart showing spending and performance. All and all, it is a good start. The Quicken for Mac team has plans to continually add features throughout the year. My biggest wish is to have Projected Balances show on the Accounts Bar to show how much I actually have. I will continue to run my QW and QM for a month or so to make sure that they are staying the same, but so far I am happy with QM 2015 and will be upgrading the stars to 5 once I am happy with the added features.
August 2014 · Software
the product in question
Quicken For Mac Personal Finance & Budgeting Software 2015 [Old Version]
3.6★ · 2,206 ratings, as of 2023
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