Quicken 2017 For MacOS
Hello everyone, how are you all doing today? I hope you are all having a great day so far, my week has been okay to the least, I can’t complain too much, I still have hope I will fix some things I didn’t fix this week, next week. Anyway please read on…
Today we will highlight an awesome app for all you MacOS fans. I present to you Quicken 2017. A lot of you have probably heard of it or at very least might know someone who uses it each tax season. Lately though this app has had some below average reviews but the company behind Quicken 2017, Quicken Inc claims that they have fixed a lot of the issues users were complaining about and the 2017 version of Quicken should be just right. Let’s find out if that is true.
Jan 7, 2018 - When posting here in the Community, it is very helpful to include screenshots of what you are seeing to help others help you. Here's how to do. Is there a way to save Quicken files into either a PDF file or an Excel file? When I try to export to.SLK file, the Mac turns it into unreadable text. In my save screen, Excel is not an optional format to save to. I also cannot find an option to save a Quicken report as a PDF file.
What Is Quicken 2017?
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.
Quicken 2017 FEATURES:
• 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.
• Manage your money whenever, wherever with our mobile app
– Check your budget, account balances and investments
– 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.
• Manage your money whenever, wherever with our mobile app
– Check your budget, account balances and investments
Install Quicken 2017 For Mac
Quicken 2017 Screenshots
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Regarding connectivity, there are definitely more supported one with QWin than QMac but it all depends on whether or not the ones you need are available for QMac. If you give us a list, we can let you know if they are and which connection type.
As for whether you are better off going to QMac or not depends on your needs and perspective. It also depends on the complexity of your data. The easiest way to find out is to try it. The new subscription comes with both QWin and QMac, so if QMac does not work out for you, you can go back to QWin at no extra cost.
That said, 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 QM2019. 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, since yo did not specify what QWin version you have, review all the prep and background info before:
https://www.quicken.com/support/things-do-converting-your-data-quicken-mac-2016
If you need 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 2019 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 that QM2019 does not meet your needs, the alternative is to run Quicken for Windows in a virtual machine on your Mac. 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.)
As for whether you are better off going to QMac or not depends on your needs and perspective. It also depends on the complexity of your data. The easiest way to find out is to try it. The new subscription comes with both QWin and QMac, so if QMac does not work out for you, you can go back to QWin at no extra cost.
That said, 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 QM2019. 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, since yo did not specify what QWin version you have, review all the prep and background info before:
https://www.quicken.com/support/things-do-converting-your-data-quicken-mac-2016
If you need 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 2019 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 that QM2019 does not meet your needs, the alternative is to run Quicken for Windows in a virtual machine on your Mac. 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.)