Quicken 2017

Developer: Quicken Inc.

Current Version: 4.5.8

Last Updated: 3 months ago

Download Size: 34.5 MB - Download

Description:

Quicken® for Mac 2017 helps you plan for today and tomorrow. Stay on top of spending by importing transactions from multiple financial institutions and categorizing them all in one place, create a budget that keeps you on track today and manage investments for the future. Now with more powerful mobile app for 2017.

FEATURES:
Key Benefits:
• Import all your bank transactions safely and automatically. (1)
- No need to jot it all down or save receipts.
- Includes transactions from your checking, credit card, loan, investment and retirement accounts. (1)

• Categorize all your transactions so you can see where your money is going.
- Know how much you’re spending without jumping from website to website to add it all up. (1)

• Stay on top of your spending.
- Create a budget based on your past spending, with the flexibility to adjust goals month-by-month.
- See how much you’ll have left to spend after your bills are paid.
- Set reminders for your bills and pay them directly from Quicken, too. (3)

• Maximize your investments
- See how your investments are performing relative to the market for more informed buy/sell decisions.
- See realized and unrealized gains and continually updated quotes.
- Make tax time easier by tracking your deductions and creating reports.

• NEW – Now supports loans.
- Track principal and interest using scheduled transactions.
- See charts of total principal and interest over time.
- Get a custom amortization table based on your loan details.

• Manage your money whenever, wherever with our mobile app. (2)
- Our mobile app is available for iPhone, iPad and Android
- Check your budget, account balances and investments

• Be confident your information is secure.
- We protect your financial information using robust 128-bit and 256-bit encryption.

• Count on us every step of the way.
- Free phone support available Monday to Friday 5am to 5pm PST or reach us on-line via our 24-hour live chat support.

IMPORT DATA FROM SOME PREVIOUS QUICKEN VERSIONS
Easily import data from Quicken 2007, and Quicken for Mac 2015 & 2016, and Quicken Windows 2010 or newer versions.

To learn how Quicken protects your privacy, please visit page www.quicken.com/privacy

By downloading this product, you acknowledge you’ve read and agree to Quicken End User License Agreement and Quicken’s discontinuation policy accessible on this page.

(1) Data download from participating financial institutions or other parties are available until April 2020; customer phone support, online features and services vary, require Internet access and/or may be subject to change, application approval, fees, additional terms and conditions. 15,000+ participating financial institutions as of 10/1/2016.

(2) Standard message and data rates may apply for sync, e-mail and text alerts. Visit www.quicken.com/go/apps 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 through 2017 desktop products.

(3) Paying bills with Quicken is available only if you have Quicken Bill Pay (Bill Payment Services provided by Metavante Payment Services, LLC) or if your bank allows you to access their bill pay product through Quicken. Application approval, fees, and additional terms and conditions may apply.

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Release Notes:

• FIXED: Fixed the number one crashing issue in Quicken for Mac. In 4.5.7 or earlier, clicking on the Quicken icon to open its minimized window would sometimes crash for customers with 2 displays of different resolutions.

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Most Helpful Reviews

5/5
Version 4.3.1
Review by user1724

Finally, a good money manager for the Mac - I have been using iBank for years. It's OK but investment management is wanting. Been waiting on Quicken to get their act together. They finally have. Quicken for Mac 2017 should meet the needs of 99% of the people. Imported my iBank QIF file, no problems. Investment management is solid. Transactions are intuitive. There is a lot of flexibility in the transactions and views. But I will point out three things . . . 1) Balancing (reconciliation) is a running total, not done and saved by statement. I am fine with that, others may not be. 2) While it lets you schedule bills for all accounts, if you schedule a bill to be paid from a brokerage account (which it will let you do - everyone has the all-in-one brokerage accounts these days) the bill cannot be shown in the bill list (brokerage accocunts are not included in All Accounts??). So all your scheduled payments cannot be seen in one list, such an obvious flaw. 3) It does multiple currency support by account. You cannot specify the currency by transaction. But even with those “flaws” I cannot dock it a star, it is a very good personal finance app for the Mac.

Found helpful by 49 out of 55 people
1/5
Version 4.4.3
Review by rayward43

Still Bad, After All These Years... - I was a committed Quicken user 10+ years ago when I was on Windows. Quicken for Mac was so bad back then that, after converting to Mac, I eventually learned to let go of my historic data and go on without it. I figured that now might be a good time to give Quicken for Mac another go as it’s been a long time, they claim to have worked really hard on this version and I would be starting with a blank page. I was wrong. It does not sync directly with my bank; the same bank that used to sync with my old Windows version over a decade ago. I have to download those transactions manually and, of course, bill pay is a non-starter. It cannot set up an amortized loan (another feature available forever in the Windows version) which means that I have to edit scheduled mortgage and car loan payments each month to adjust the principle and interest amounts. This bleeds into the budget feature, in that the budget becomes increasingly inaccurate each month as the principle amount grows and the interest amount shrinks. Compounding this, the app offsets the credit in the loan accounts against the payment from checking - zeroing out the transaction and rendering the budget useless. In summary, it’s bad at syncing with banks, bad at setting up loans, bad at handling transactions and bad at budgeting. These are the only features I use. Stay away.

Found helpful by 121 out of 132 people

More Reviews for Current Version

4/5
Version 4.5.8
Review by Night Warbler

Give It A Chance - I had been a Quicken for Mac user since 1995. Like many veteran QFM users, I stayed on QFM 2007 for a long time. In early 2015, I switched to one of Quicken's competitors. It was promising at first, but it broke, the developer won’t fix it, and is making users buy a paid upgrade to get something usable again. Dissatisfied with this, I went searching again for a financial tracking app for Mac. After much research, I came crawling back to Quicken… After importing a QIF file into Quicken 2017, getting my accounts caught up and reconciled, I’m finding it’s not bad at all. I haven’t tested every feature, but I’m finding it’s at least as functional as QFM 2007. After getting used to it, I’m liking the modern interface and find it easier to use than QFM 2007. It all depends on what your starting reference point is and what your expectations are, but I think Quicken 2017 is worth trying if you’re looking for a financial tracking app for Mac.

Found helpful by 36 out of 37 people
5/5
Version 4.5.8
Review by Jace Nicklien

The Best Of The Best! - I have used most of the finance apps over the years. I could never find one that I really liked. I’m a computer programmer so I figured I would just create one myself. While writing my own app I happened to stumble upon Quicken. I soon realized that the app I was trying to create had already been created. In my opinion, Quicken is perfect, I soon abandoned the app I was creating and have used Quicken for several years now. If you are considering purchasing Quicken, I would highly recommend that you do. At the time of this review, Quicken does offer a 60 day refund policy, so if you are not happy with it, you get your money back.

Found helpful by 31 out of 36 people
1/5
Version 4.5.8
Review by john1gross

CAREFUL!!! - Even though the price is listed as $74.99, I was just charged $89.88 for it. After contacting Quicken support, I was told I have to talk to Apple… >sigh<

Found helpful by 2 out of 4 people
1/5
Version 4.5.8
Review by Da Dolph

Problems with foreign currency transactions - Account balances are wrong after importing data from Quicken for Windows. I discovered that transactions from my foreign bank acount to my US account were handled incorrectly. its frustrating that they don’t test these use cases and still haven’t fixed this application.

Found helpful by 2 out of 5 people
3/5
Version 4.5.8
Review by 210555

Overall I like it. A few bugs. Room for improvement. - I was a long time quicken 2007 user and then made the switch to running the windows version in a virtual environment when 2007 mac stop working. That worked ok for awhile, but the quirks and differences of windows made it a less than ideal solution. When the 2017 mac version came out I decided it was worth giving it another shot. Overall I like it. I use the banking/credit card/reporting features and it works well there. I am able to download transactions from all my banks without any problems, that includes from chase, etrade, ally and discover. Then I categorize, balance each account and run reports to see how my income and spending changes over time. At tax time the same reports help me find deductions and report income. The interface is clean and it does a pretty good job. I don’t use the investment features as I don’t manage my own investments any more but I did import some histortical transactions and found it hard to edit holdings, value and positions. But maybe I was doing it wrong. I have read the app is lacking when it comes to investing features. I initially started using the app at the beginning of 2017 as a fresh start to test out the features. I was later able to import roughly 10 years of historical data that carried over from the windows version. Their windows export tool didn’t work for me but I was able to do it as a QIF (I believe). There is room for improvement in the reporting area. I would like to do more customized reports, specifically in setting custom ranges and specifing how the data is displayed. For instance it’d be nice to be able to do a catergory summary of income and expenses for march vs april displayed as a list or bar graph. Or it’d be nice to be able to set the number of columns shown in a category summary, for instance 2016 broken out into columns for each month or quarter, currently it looks like you can just display this infomation as a single column, by year. Also I tried using the billing feature so I could be see what bills are coming up and when they are due but the way it is setup it creates a future transaction with an amount (based on the last payment?) that you later have to change to the correct amount and that doesn’t work for me since I download my transactions vs entering them manually. Also I think there is a bug in the “spending over time” report, it used to work fine when set with the default date range (1 year?) but since importing more data and setting a custom date range of 7 years the report no longer generates for me, hanging the app with the progress wheel spinning requiring a force quit. One of the quicken system files also ballooned to 100+ mbs but I forget which one since I deleted and reinstalled trying to fix the issue. Needless to say I can no longer use that report and don’t know how to reset the date range. The issue might be present in other reports too but I don’t want to test it for fear I’ll lose those reports too. It could be an issue with my historical data, I am going to check that all my categories are correct maybe something is throwing it off there. So TLDR: It’s good for my needs, some bugs and room for improvement.

Found helpful by 18 out of 18 people
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