antfullpac

• Tmf Nice 2018

Not sure actually. I tried the Mac version in 2015 and it wasn't able to download all my accounts and didn't have the investment section if I remember correctly. I have been hearing that the 2017 edition of Quicken for Mac is a lot better but I haven't tried it yet. I am considering getting the Mac version for 2018 as soon as it comes out. The other issue with Mac is the lack of premier edition and I've grown to like the additional investment options that the premier edition has. I'm really homing that the windows and Mac versions converge so I can get the same functionality in either. I have been a Windows Premier user for a # of years.

I've tried several times prior to convert to the Mac version, but found too many features missing in the Mac version. When they finally added loan (including mortgage) support to an update in the 2017 version, I decided I would try again as soon as the 2018 version was out. First impressions of the 2018 Mac Premier version: - They've converted to a subscription model (One time charge for 1 or 2 year subscription). Since I tended to update every year or so (yes, I'm that sucker), this isn't a big deal to me. The conversion process worked flawlessly. All my transactions and accounts converted and the balances were correct.

I did have to setup all of my electronic links to my financial providers again. No bid deal as long as I remembered all my userids and passwords. One account (Webster Bank) was a little frustrating in that it re-downloaded my last 90 days of transactions and rather than identifying them as duplicates, Quicken added them as new transactions. Things I like about the Mac Premier version: + Not having to use/launch Windows/Parallels anymore. Once I'm comfortable that I'm staying with the Mac version, I can finally delete my Window's partition from my Mac. + I do like the way reports, summaries, and charts look. Much more modern feel than the Windows version.

Things I don't like or are missing: - Lifetime (Retirement) Planner: Hopefully this will come in a future update, but is missing from this version. Was nice to see where you were on your lifetime (retirement) plans. I liked being able to customize my starting tab with charts and lists that I choose. The Mac version's first tab is static with fixed charts and timeframes.

Missing some of the flexibility/customization available with the Window's version such as being able to include accounts on the Accounts pane, but exclude them from your Net Income calculations. You can either include them and their impact on your net worth or have to exclude them entirely. A lot of the reporting options are still missing.

Overall, I think I'll stick with the Mac version. Getting off of Windows was a big deal for me. The Mac version isn't up to parity with the Windows version yet, but the delta has been steadily closing each year. I like the look and feel of it.

Tmf Nice 2018

The differences are enough that I do feel the need to relearn a lot of what I knew about Quicken, but it still performs the primary function I want it to do: keep track of my finances and provide me a simplified, single source picture of how we're doing.