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Nov 18, 2015 Quicken For Mac vs Quicken For Windows. The best you can get is a 3 month trend but trying to create a 12 month budget is simply not possible which seems like a major oversight in a personal accounting application (Update: Quicken has now updated Quicken 2016 for Mac to include 12 month budgeting). Update: Quicken 2018 for Mac has now been released and Quicken 2016 is no longer available. Check out our review of Quicken 2018 for Mac for more. Quicken For Mac 2016 has been released today despite it taking 7 years for Intuit to release the last big update to Quicken last year.And this is probably the last ever version we’ll see from Intuit because In March 2016, the company announced. Quicken 2016 for Mac, the application resulting from this mini-morphing over the years, is a solid tool for managing your personal finances that remains as easy to use as was its predecessors, but. Quicken Mac 2018 is a glorious flaming waste of time if you want a semblance of tracking investments. I have been using Quicken Mac since 2004. I have diligently been forced into upgrading purely because mac has improved with time and no longer can run older versions of Quicken. I am now on the 3rd round of customer service calls.
Screenshot of Quicken 2005 Premier Home & Business | |
Developer(s) | Quicken Inc. |
---|---|
Initial release | 1983; 36 years ago |
Stable release | |
Operating system | MS-DOS, Apple II, Windows, Classic Mac OS, macOS, iOS, Android |
Type | Accounting software |
License | Proprietary |
Website | quicken.com |
Quicken is a personal finance management tool developed by Quicken Inc. (formerly part of Intuit, Inc.). https://isedgvz.weebly.com/blog/roku-for-mac. On March 3, 2016, Intuit announced plans to sell Quicken to H.I.G. Capital; terms of the sale were not disclosed.[1]
Quickbooks For Mac
Different (and incompatible) versions of Quicken run on Windows and Macintosh systems. Previous versions ran on DOS[2] and the Apple II.[3] There are several versions of Quicken for Windows, including Quicken Starter, Quicken Deluxe, Quicken Rental Property Manager, Quicken Premier, and Quicken Home & Business, as well as Quicken for Mac.[4] Since 2008, each version has tended to have the release year in the product name (e.g., Quicken Basic 2008); before then, versions were numbered (e.g., Quicken 8 for DOS).
Quicken's major marketplace is North America, and most of the software sold is specialized for the United States and Canadian marketplace and user base. But the core functions can often be used more widely, regardless of country; and versions have been tailored for a variety of marketplaces, including Australia, Germany, Hong Kong, India, New Zealand, the Philippines, and Singapore.[5] Development of the UK-specific version of Quicken was stopped in January 2005, with sales and support ending shortly afterwards. There were also versions for Argentina, Brazil, Chile, Colombia, Costa Rica, Denmark, Ecuador, France, Mexico, the Netherlands, Spain, Sweden, Switzerland, Uruguay, and Venezuela.[5]
- 4Editions
- 4.1Current
Product description[edit]
The Quicken name typically refers to the core product offering of personal financial management software. The software includes financial planning activities that, historically, people may have done on paper – recording banking transactions, planning a budget and measuring progress against it, tracking investments and their prices and performance. Quicken has offered various editions, with varying prices – such as Basic which includes only those typical activities for someone with simple banking accounts, to Small Business for someone who also runs a business out of their home.
Quicken includes online services that allow users to retrieve transactions from various providers – such as their bank or credit card company. In most cases, online services and technical support are now supported for up to three years after the product's labeled version. e.g. Quicken 2018 will be supported until 2021.[6]
Related products[edit]
The Quicken brand has been extended to other personal and household areas, including healthcare. Quicken Health Expense Tracker is a free online tool for healthcare consumers enrolled in participating health plans. Users can 'manage and direct their health care finances, view and organize medical expenses, payments and service histories, and download and organize personal health claims data.'[7] The Quicken Medical Expense Manager is a desktop software tool for managing healthcare paperwork, tracking claims and payments, and consolidating related information.
Quicken Kids & Money was a Web-based program that aimed to help parents teach five- to eight-year-old children how to earn, spend, save, and share money. It is defunct.[8]
Other products are aimed at home business and seem to fit in a space for a less formal business than would be using QuickBooks. Quicken Rental Property Manager is a desktop software tool for managing rental properties; tracking tenants, expenses, and payments; and producing tax reports.
Software as a service[edit]
Quicken Online was a free, hosted solution (see software as a service) by Intuit. Intuit hosted all of the user's data, and provided patches and regularly upgraded the software automatically. Initially this was launched as a monthly paid subscription, and was a free service for over a year.
Intuit completed the acquisition of competitor Mint.com on November 2, 2009.[9] Quicken Online was discontinued on August 29, 2010, and users were encouraged to transition to Mint.com.
Beginning with Quicken 2018, Quicken is now a subscription service. Annual memberships can be purchased directly from Quicken.com and two-year subscriptions can be purchased through several retailers.[10] 3d software for mac.
![Quicken For Mac 2016 Quicken For Mac 2016](/uploads/1/3/4/0/134045721/496474015.jpg)
Editions[edit]
The following are current (selling and supported) and retired (discontinued in both sales and support) versions of Quicken.
Quicken 2016 Mac Mortgage
Current[edit]
Selling[edit]
- Quicken (Starter, Deluxe, Premier) 2019 for Windows[11]
- Quicken (Starter, Deluxe, Premier) 2019 for Mac[11]
- Quicken Home & Business 2019 for Windows[11]
Supported[edit]
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2017 - expires April 30, 2020
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2016 - expires April 30, 2019
- Quicken 2017 for Mac
- Quicken 2016 for Mac
- Quicken 2015 for Mac
Retired[edit]
Quicken 8 for DOS
(Dates retired are shown.) [12]
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2015 - April 30, 2018
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2014 - April 30, 2017
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2013 - April 30, 2016
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2012 - April 30, 2015
- Starter, Deluxe, Premier, Home & Business Edition 2011 - April 30, 2014
- Starter, Deluxe, Premier, Home & Business, Rental Property Manager 2010 - April 30, 2013
- Starter, Deluxe, Premier, Home & Business 2009 - April 30, 2012
- Basic, Deluxe, Premier, Home & Business 2008 - April 27, 2011
- Basic, Deluxe, Premier, Home & Business 2007 - April 30, 2010
- 2006 (Win) – April 30, 2009
- 2005 (Win) – April 30, 2008
- 2004 – April 30, 2007
- 2003 – April 25, 2006
- 2002 – April 19, 2005
- 2001 – April 19, 2005
- 2000 – May 18, 2004
- 98 and 99 – April 20, 2004
- Version 6 for Windows. 'Designed for Windows 95. Release 6.0. (c) 1996'
- Version 3 for Windows 3.1
- Quicken Essentials for Mac - April 30, 2015
- Quicken for Mac 2007 - retired October 2016[12]
- Quicken Mac 2007 OS X Lion compatible - retired October 2016[12]
- Quicken for Mac 2006
- Quicken for Mac 2005 - retired April 30, 2015
Criticism[edit]
Intuit stopped supporting its Quicken software in the United Kingdom in 2005, leaving many thousands of users with only partly functional software.[13]
In 2008 and 2009, Quicken users reported an unusually large number of software bugs for a commercial product.[14][15][16] A review of Quicken 2010 suggests that quality and user interface in that product year is dramatically improved.[17]
Existing Quicken Online users' data is not transferable/importable into Mint.com. This is in direct contrast to VP Aaron Patzer's promise, made on April 27, 2010: '[Until the merger with Mint.com is complete], you can continue to use Quicken Online just like you have. Once we have completed integrating all features to Mint, you will be able to easily transfer your information and data to ensure the smoothest transition possible.'[18]
History of Quicken and the absence of a common cross-platform file format[edit]
Quicken uses a database file structure. Since Quicken started on MS-DOS and the Apple II back in 1983 (before the Macintosh appeared in 1984), a database structure of choice[which?] did not exist for the Macintosh, nor has there really been a good common database structure developed that was cross-platform compatible created in the early days. So, when Mac development started, it had to take an independent path, and the DOS version transitioned to Windows.
Then when Mac OS X came out in 1999 (server) and 2001 (desktop), a new platform emerged. Apple developed backward compatibility for OS 9 (and predecessors), so Quicken for Mac development continued in an older platform database structure (PowerPC-based). Apple continued to support PowerPC-based apps (via Rosetta) on their Intel-based Macs in August 2009 (via Mac OS X 10.6). Rosetta was a temporary measure to support the eventual transition to exclusively Intel-based software (achieved in March 2011 with the release of OS X 10.7 (Lion)).
In 2009, faced with the eventual retirement of the PowerPC, it was deemed that the structure for Quicken for Mac (2007) was not suited for the direction of the Mac (intel) and OS X.[citation needed] Though they got Quicken for Mac 2007 to run on Intel in 2012,[19] Intuit decided to start from scratch and Quicken Essentials for Mac (QEM) was created in 2010.[20] Uninstaller for mac. Quicken 2015 for Mac, released in August 2014, and later versions for Mac are built on the Quicken Essentials for Mac foundation.
See also[edit]
References[edit]
- ^John Rebeiro (March 3, 2016). 'Intuit selling Quicken to private equity firm HIG Capital'. pcworld.com. IDG Consumer & SMB. Retrieved March 4, 2016.
- ^'Quicken for DOS'. Intuit, Inc. Archived from the original on 2011-07-17.
- ^Field, Cynthia E. 'Quicken Offers Check Writing, Budget Analysis for Apple IIs'. InfoWorld. March 17, 1986: 35–36 – via Google Books.
- ^'All Quicken Products'. Intuit.
- ^ ab'International Versions of Quicken'. Intuit. 2011-06-20. Archived from the original on 2013-01-26.
- ^'Retirement of online services for older versions of Quicken'. Intuit/Quicken. Retrieved 2007-06-13.
- ^An April 2007 article in the San Jose Business Journal.
- ^'Quicken Kids & Money Help'. Intuit Inc. Archived from the original on June 21, 2008.
- ^'Intuit Press Release - Intuit Completes Acquisition of Mint.com'. about.intuit.com. November 2, 2009.
- ^'Quicken 2018 Subscription Membership Pricing Explained'. Top Financial Tools. 2017-10-27. Retrieved 2017-11-09.
- ^ abc'Quicken 2018 - Which Version Do You Need? | Compare Quicken Products'. Top Financial Tools. Retrieved 2017-11-09.
- ^ abc'Currently Supported Quicken Products (Discontinuation Policy)'. Quicken. 2016-02-09. Retrieved 2017-11-09.
- ^Oates, John (2005-01-17). 'Intuit UK kills Quicken and TaxCalc'. The Register. Retrieved 2009-04-06.
- ^nathanau (2008-01-27). 'Quicken Community - Quicken 2008 Bug List'. Quicken Community. Archived from the original on 2009-02-09. Retrieved 2017-01-17.
- ^thecreator (2008-08-28). 'Quicken Community - Quicken 2009 Bug List'. Quicken Community. Archived from the original on 2009-04-08. Retrieved 2017-01-17.
- ^Elmblad, Shelley (2009-01-14). 'The Best and Worst Features in Quicken'. About.com. Archived from the original on 2009-02-06. Retrieved 2017-01-17.
- ^Arar, Yardena (2009-10-29). 'Intuit Quicken Premier 2010'. Quicken Premier. Retrieved 2010-01-16.
- ^'Quicken Support - Quicken Community'. Intuit. Retrieved 2016-07-07.
- ^'Intuit releases Lion-compatible Quicken 2007'. CNET. 2012-03-08. Retrieved 2016-07-07.
- ^Snell, Jason (2010-02-24). 'After delays and criticism, Intuit releases Quicken Essentials for Mac'. Macworld. Retrieved 2016-07-07.
External links[edit]
Retrieved from 'https://en.wikipedia.org/w/index.php?title=Quicken&oldid=917421655'
Home›Quicken for Mac›Errors and Troubleshooting (Mac)edited August 2018 in Errors and Troubleshooting (Mac)
How do I find the renaming rules in Quicken 2016 for Mac?
Comments
- edited August 2018To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services.Quicken Mac Subscription; Quicken Mac user since the early 90s - edited August 2018You may want to add your VOTE to Have Local Rules for Renaming Payees.
You may also want to add your VOTE for the Ability to LOCK a payee and categorization.
First, click on each 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.
(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
- Quicken Windows FAQ list
- edited August 2018I also 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
(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
- Quicken Windows FAQ list
- edited August 2018My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.
- edited December 2016
At the moment, there is little control over this; it is an all or nothing. All you can do is turn off the 'Clean up payees' as mentioned above.My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.
That is why having local renaming rules would help. Be sure to add your vote for this item..
BTW, the link above is broken (I will have it fixed). Meanwhile, here is the correct link:
Have Local Rules for Renaming Payees
(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
- Quicken Windows FAQ list
- edited April 2018
My renaming rules are a mess. Not sure how they got that way. Unchecking (disabling) the 'Clean up payees' feature has not prevented Quicken 2017 for Mac from continuing to rename my downloaded transactions. Even going in and manually putting the names back to what they should be has not helped. I've looked extensively at the Quicken Support pages and while Quicken for Windows offers the ability to edit the rules, Quicken for Mac does not. Why add half of a feature?To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services. - edited October 2017
That is annoying. I accidentally renamed The Home Depot to another payee's name and I'd like to separate them.Command and conquer for mac. My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule. - edited October 2017
If you just did it and you have not quit Quicken you can UNDO the changes. If you have already quit, you either have to make the changes manually or revert back to a previous copy of your data file.My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule.
(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
- Quicken Windows FAQ list
- edited October 2017
Thanks for responding. I didn't notice it was happening until it was way past the point of undoing. Ugh.My problem is that Quicken is automatically changing entries and I want to delete a specific 'rename' rule. - edited October 2017
Does anyone know of Quicken for Mac 2018 resolves this issue?To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services. - edited December 2017
So I did upvote your suggestion. Is there any evidence that Quicken Corp pays any attention to these reports, suggestions, or bug reports?You may want to add your VOTE to Have Local Rules for Renaming Payees.
You may also want to add your VOTE for the Ability to LOCK a payee and categorization.
First, click on each 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.
(If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.) - edited October 2017
There are no documented changes in this area.To my knowledge, these are not user accessible. However, as you change payee names for downloaded transactions, Quicken should learn the new names and make those substitutions for you.
If you are not happy with how payees are being renamed, one thing you can try, is to change the setting of 'Clean up payees' under menu Quicken > Preferences > Connected Services.
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
- Quicken Windows FAQ list
- edited October 2017
Yes they do..we just do not get a lot of feedback, though I have received quite a few privately from the product manager acknowledging that they pay attention.You may want to add your VOTE to Have Local Rules for Renaming Payees.
You may also want to add your VOTE for the Ability to LOCK a payee and categorization.
First, click on each 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.
(If you find this reply helpful, please be sure to click 'Like', so others will know, thanks.)
A very public case is when an uproar occurred over Quicken's original plan to make ALL versions make your data read-only if your subscription expired, starting with QW2017 for Canada (see this thread). They backed off of that, with the exception of the Starter version. So yes, your VOTES do 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
- Quicken Windows FAQ list
- edited August 2018Obviously no end user should have to resort to this, but If you're comfortable with a little SQL, you can fix this yourself. This worked fine for me, but standard disclaimers apply: warranty voided, back your file up, etc. Close Quicken before doing this.
DO THIS AT YOUR OWN RISK
Find your data file (~/Library/Application Support/Quicken/Documents/YOURFILE.quicken/data). This is a sqlite3 datafile. You can open it with sqlite3 (or any other sqlite UI).
Locate the database id of the vendor that things are getting aliased to. In this example, I’m using “Home Depot” as the erroneous alias. (Sqlite isn't case-sensitive).select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%Home Depot%’
Take note of the Z_PK value. This is used to alias payees in a different table. For this example, I’ll use the value 153.
* Note if you see more than one primary key, you’ll need to figure out which you’re getting aliased to. You can query the ZFIPAYEE table for the incorrectly-aliased payee todo that.
Now get the list of payees that are aliased to the one you just located:select Z_PK, ZALIAS, ZNAME from ZFIPAYEE where ZALIAS = 153
You should see one or more payees. For example:
5 153 Withdrawal Date Instacart
46 153 Some Company
128 153 Withdrawal Date Donut Shop
254 153 Withdrawal Credit/Debit Card..
For each that you want to fix, get the correct alias id:select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%instacart%’
That returned Z_PK = 368 for me.
Finally, update the ZFIPAYEE table with the correct alias. Use the Z_PK from the ZFIPAYEE table.update ZFIPAYEE set ZALIAS=368 where Z_PK = 5
Repeat for each incorrectly aliased payee. - edited August 2018Obviously no end user should have to resort to this, but If you're comfortable with a little SQL, you can fix this yourself. This worked fine for me, but standard disclaimers apply: warranty voided, back your file up, etc. Close Quicken before doing this.
DO THIS AT YOUR OWN RISK
Find your data file (~/Library/Application Support/Quicken/Documents/YOURFILE.quicken/data). This is a sqlite3 datafile. You can open it with sqlite3 (or any other sqlite UI).
Locate the database id of the vendor that things are getting aliased to. In this example, I’m using “Home Depot” as the erroneous alias. (Sqlite isn't case-sensitive).select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%Home Depot%’
Take note of the Z_PK value. This is used to alias payees in a different table. For this example, I’ll use the value 153.
* Note if you see more than one primary key, you’ll need to figure out which you’re getting aliased to. You can query the ZFIPAYEE table for the incorrectly-aliased payee todo that.
Now get the list of payees that are aliased to the one you just located:select Z_PK, ZALIAS, ZNAME from ZFIPAYEE where ZALIAS = 153
You should see one or more payees. For example:
5 153 Withdrawal Date Instacart
46 153 Some Company
128 153 Withdrawal Date Donut Shop
254 153 Withdrawal Credit/Debit Card..
For each that you want to fix, get the correct alias id:select Z_PK, ZNAME from ZUSERPAYEE where ZNAME like ‘%instacart%’
That returned Z_PK = 368 for me.
Finally, update the ZFIPAYEE table with the correct alias. Use the Z_PK from the ZFIPAYEE table.update ZFIPAYEE set ZALIAS=368 where Z_PK = 5
Repeat for each incorrectly aliased payee.
Sounded good, until I see that I have no QUICKEN folder under APPLICATION SUPPORT.. - edited August 2018You can't see the path from FINDER, but you can using TERMINAL.
- edited August 2018I never did figure out how to see the file from within SQLite Manager. I could open it from Finder with the 'OPENWITH' command, but that did not show any tables.
- edited August 2018
You need to right click on the Quicken file in the Finder and choose Show Package Contents. Then within the Contents folder, the file named 'data' is the one you can open with an SQLite app.I never did figure out how to see the file from within SQLite Manager. I could open it from Finder with the 'OPENWITH' command, but that did not show any tables.Quicken Mac Subscription; Quicken Mac user since the early 90s - edited August 2018
Thanks that worked.I never did figure out how to see the file from within SQLite Manager. I could open it from Finder with the 'OPENWITH' command, but that did not show any tables.