Quicken for Mac in Canada...Questions Before I Buy

ddeacon

I've tried the free 30 days trials in the past and have run into issues with several features so hoping to get a few questions answered before I try again. For clarity, I'm in Canada and am specifically looking for advice on Quicken for Mac.

1) I previously noticed that Quicken for Mac would not automatically download transactions for CIBC bank accounts, it would only download/import qfx/ofx files instead of direct download off all account simultaneously. Has this changed? Quicken for Windows would do direct download. How about Quicken Web, is it like the Mac version or the Windows version?
2) Quicken for Mac I noticed didn't handle reports very well when you had accounts in different currencies, the reports would not consolidate reports into local currency, it would show the report for the currencies separately. Does it still do that or will it consolidate and give a full picture in the home currency?

Thanks!

Quicken Anja

Hello @ddeacon,

Thank you for reaching out to the Community with your questions.

1. CIBC still only offers Web Connect (.QFX) for downloads (imports) and unfortunately, does not currently offer an automatic download connection type in Quicken for Mac. As for Quicken on the Web, this is a companion app to the main desktop app. It is inaccessible without having the main desktop app setup as it uses the Quicken Cloud to sync data between the desktop and mobile/web apps. Please, review this support article for more information on Quicken on the Web and this support article for more information on the Quicken Cloud.
2. Currencies are still kept separately in Quicken for Mac and unfortunately, it also does not currently have the ability to convert currencies.

Please, let us know if you have any additional questions. Thank you!

Quicken Anja

Hello @ddeacon,

Thank you for reaching out to the Community with your questions.

1. CIBC still only offers Web Connect (.QFX) for downloads (imports) and unfortunately, does not currently offer an automatic download connection type in Quicken for Mac. As for Quicken on the Web, this is a companion app to the main desktop app. It is inaccessible without having the main desktop app setup as it uses the Quicken Cloud to sync data between the desktop and mobile/web apps. Please, review this support article for more information on Quicken on the Web and this support article for more information on the Quicken Cloud.
2. Currencies are still kept separately in Quicken for Mac and unfortunately, it also does not currently have the ability to convert currencies.

Please, let us know if you have any additional questions. Thank you!