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Quicken 2017

By Quicken Inc.

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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.
• 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 make sure your information is unreadable as it’s imported.1
- We protect your financial information using robust 128-bit and 256-bit encryption.
• Count on us every step of the way.
- Whether it’s getting started, upgrading or using new features, we’re here to help.
- 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 Credit score report and monitoring alerts (Quicken for Windows) and 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.

* Limited-time offer of 40% off the list price applies only to the purchase of Quicken for Mac 2017 by January 10, 2017. Offer listed above cannot be combined with any other offers. Terms, conditions, pricing, features, offers, and service options subject to change without notice.

What's New in Version 4.4.1

In this release, we focused on little features and fixes to small annoyances that customers have been requesting for a long time. Sorry it took so long.
• NEW: Added a basic auto-backup feature which will backup files to a designated location after quitting the app. We’ll keep 5 files at a time. Auto-backup was the number one feature requested on the Quicken.com feature voting page.
• NEW: After updating connected accounts, a blue dot will appear next to all accounts on the sidebar that have new transactions. Hover over the blue dot to see how many transactions were in the last download.
• NEW: We fixed and refined the behavior of the register status icons. First off, the orange pencil won’t appear by default in manual accounts. Quicken won’t retroactively remove the orange pencil but you can use the new Mark All Reviewed to quickly eliminate them. Second we added an option to Mark All Downloaded Transactions as Reviewed in connected accounts which will quickly hide all of the blue dots, pencils and envelopes but will leave the orange pencils so you can see which transactions haven’t been matched yet with a downloaded transaction. If you want to mark one of these remaining orange pencils as reviewed, you can and the pencil will disappear. Yeah!
• NEW: Added a new preference to define whether splits should automatically open in the register and reconcile screen. Many expressed that they found this behavior disruptive.
• NEW: Quicken will now merge dividend and buy transactions into a single reinvested dividend transaction which matches the behavior in Quicken Windows.
• NEW: Added a preference to use a transaction's posted date instead of its entered date. Quicken now defaults to using the posted date.

We’ve also made several report enhancements.
• NEW: Added the ability to Export or Copy the comparison or summary report to a spreadsheet providing more flexibility in analyzing the data or printing.
• NEW: Added a new option in the comparison report customize dialog that allows one to easily compare the current period with the previous period. For example, you can compare the current quarter with the previous quarter. Before we only had an option to compare against the prior year.
• NEW: The summary report now has a new Total column.
• NEW: Added the ability to scale comparison, summary and budget report print outs. This feature appears in the print dialog.
• IMPROVED: Improved the comparison report difference column by applying better color coding and negative sign use. Thanks to our beta testers who helped us figure out the best solution.

We’ve fixed lots of great bugs too.
• FIXED: Fixed an issue that caused some payee names to appear abridged or truncated.
• FIXED: Fixed an issue where the entered security name wouldn’t automatically appear in the New Security screen after selecting Add New Security. You would have to type it in again.
• FIXED: Fixed an issue where the Budget Totals column wouldn’t remember whether the last used setting was year to date or entire year.
• FIXED: Previously budgets could only be edited 1 year into the future. Now there is virtually no limitation.
• FIXED: Fixed the uncategorized transaction link on the home screen. Clicking it now takes you to a list of uncategorized transactions.
• FIXED: Eliminated the End Date tab that appeared in the reconcile dialog since it got in the way of seeing the date of the last transaction.
• FIXED: Fixed a crash that would occur when completing reconcile after using the Start Fresh feature.
• FIXED: Fixed an issue where manually entered transactions that were entered before the end of the reconcile period but posted after would throw off reconcile calculations.
• FIXED: Fixed one of the top crashing issues. In the reconcile screen, the app would crash when pressing the enter key on a date field.
• FIXED: Fixed another top crashing issue that occurred when clicking on future dated scheduled transactions in the calendar view.

Screenshots

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Customer Reviews

Works great- after difficult conversion from windows

It was a very difficult conversion from Windows Quicken 2013. I utilized Quicken phone support to resolve the problem. The tech stayed on the phone with me until the problem was fixed! What worked was importing my Windows Quicken data via a backup of a backup .QDF file (.QDF-backup). The most recent backup .QDF wouldn’t work- all account values and transactions were incorrect after import.
The basic path we took on the MAC Quicken menu after installation was-- FILE- NEW- select "Start from a Quicken for Windows file"- sign in- select "Don't use mobile"- Select File to Convert
That wasn’t all of the little details in the process but hopefully it’s enough to help someone. Once we took a path that worked, it seemed easy. Maybe they will improve the process or provide better instructions? Once into the software, it works fine and I will probably like it. I haven’t used the online banking feature and can’t comment on it. If you’re willing to wait on the phone for a while and spend some time with the Quicken phone support, they are more than willing to help you.

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 discovered 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.
That said, I think paying full cost everytime they release a major version is unreasonable. In my opinion, upgrades should be no more than 50% of the full app price. Hopefully Quicken will change their upgrade policy to something a little more reasonable. For now - like most people I suspect - I only upgrade every 2 or 3 versions, which brings my average cost down to a more reasonable $25 per version.
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.

App Looks Good…Windows Conversion Lousy

Like many others, I have been waiting for a Mac version of Quicken that actually works. I read all the current reviews and should have realized, buying 2017 from the App store. It looks like if I had bought the download version from Quicken that version would have actually imported my 2015 for QDF Windows file. Quicken’s support doesn’t help considering both versions of their converter crash and don’t give me a usable QFX. Help from other reviewers was nice, but none of the steps listed appeared on my screens. After nearly four frustrating hours, I exported a QIF file from the Windows version and imported that into my Mac version…disregarding the warning I should “reconvert using an updated converter". In the end, I had to change account types for a few accounts that were changed during the conversion, but my account balances agree and spot checking only revealed a few imported transactions requiring categories to be re input. Other than that, it’s time to learn how to use the Mac version as many screens are different.

Quicken 2017
View in Mac App Store
  • $74.99
  • Category: Finance
  • Updated:
  • Version: 4.4.1
  • Size: 31.3 MB
  • Language: English
  • Seller:

Compatibility: OS X 10.10 or later, 64-bit processor

Customer Ratings

Current Version:
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