Quicken for a Mac compared to the Windows version !! [Edited]

Bill O'Neil
Bill O'Neil Member ✭✭
Please tell me I'm missing something and I'm wrong. Just bought a new Imac 24 and I'm so disappointed with Quicken on it. Only solution seems to be is to do a partition on the iMac with Windows which seems to defeat the purpose of buying the Mac.

Comments

  • UKR
    UKR SuperUser ✭✭✭✭✭
    How about you tell us a little more about the "compared to Windows, Q Mac doesn't or can't do the features I need" - situation. Maybe the Mac experts in the Community can help you find how to make it work on the Mac.

    Are you new to Quicken Mac (2015 and newer)?

    Welcome.

    Getting Started with Quicken for Mac
    https://www.quicken.com/complete-guide-getting-started-quicken-2018-mac https://www.quicken.com/quicken-tips with links to more information and videos

    If you haven't done so already, please review these videos for more information about Quicken Mac
    https://www.youtube.com/user/QuickenMac/videos

     

    Help! (Quicken Mac)

    Click Help / Quicken Help for additional help on Quicken functions and features.
    A browser-based version is available here: https://help.quicken.com/display/MAC/Quicken+for+Mac+Help


  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited October 15
    I've only ever used Quicken Mac, so as far as I'm concerned, it's not terrible! ;) 

    Yes, Quicken Mac lacks some features in Quicken Windows. For some users, these differences may be showstoppers. But in many cases, you can do thing sin Quicken Mac that you could do in Quicken Windows, just somewhat differently. Without knowing what you're finding difficult or impossible to do, no one here can really offer much advice. But if you do want help, take a deep breath and try to calmly discuss one or more of the issues you've run into.

    And yes, running virtual machine software in order to run Windows on a Mac for the purpose of running Quicken Windows is a solution that works best for some people. 
    Quicken Mac Subscription • Quicken user since 1993
  • Bill O'Neil
    Bill O'Neil Member ✭✭
    Thanks for responding to my post. Biggest problem is I didn't do my research. I read a couple articles about the differences and how easy it was to transition and bought the Mac. Second big problem is I've had Quicken for over 10 years with I don't know how many investment transactions plus a number of rental properties. I've tried to backup and bring over with no success. When I download from Fidelity it doesn't bring over the cost.
    Other issues are so far I can't find Portfolio X-Ray, Performance, Allocations and the Dashboard is limited. Also the available columns are severally limited compared to the Windows version.
    Was hoping to get away from Windows totally but maybe I can't. I would have thought Quicken would have both versions the same by now.
  • jacobs
    jacobs SuperUser, Mac Beta Beta
    Quicken Mac was re-launched as an all new coding effort in 2014 after the legacy program hit multiple dead-ends with the evolution of the Mac operating system. It had gaping holes in 2014, and over the past 7 years, many of them have been plugged or shrunk in size. But the process has gone much slower than we customers anticipated, and I believe much slower than the development and management teams at Quicken anticipated. (Quicken CEO Eric Dunn said he thought relative parity between Quicken Windows and Quicken Mac might take about more two years -- back in 2016!) I'm assuming the developers are reasonably competent at their job, and I think this just illustrates that Quicken is a surprisingly complex program, and it is hard and slow work to expand its functionality without breaking existing functionality. (I always love when some perturbed user posts "this is simple; a high school student could do this in half a day!" ;) )

    That's the bad news -- that there are still missing features, and that development of new features progresses slowly. But the good news is that if you take a step back and look at Quicken Mac today versus seven years ago, or even three years ago, you can appreciate that a huge amount of progress actually has been achieved. And the company appears to be on sound enough footing to continue investing in improving the product, even though the progress is slower than we'd wish.

    Moving the specific things you mentioned: the import from Quicken Windows to Quicken Mac should bring across all your transactions, complete with cost basis. I was confused that you wrote that downloading from Fidelity doesn't bring over the cost; don't you have that in the file you imported from Quicken Windows? (Downloads from financial institutions will rarely go all the way back in time to capture the full financial history you have in your Quicken Windows data file.)

    Portfolio X-Ray is a feature in Quicken Windows which doesn't yet exist in Quicken Mac. The infrastructure for it wasn't there, but the recent introduction of Dashboards 1.0 has created some of the necessary infrastructure. The product manager has said that the current Dashboard is just the start, and they have much more planned, but they wanted to release the current incomplete and imperfect implementation which some may find useful to use as a starting point to build additional functionality over future iterations. We have no idea if they are going to add the Portfolio X-Ray feature to Quicken Mac, but we have confirmed that improvements to managing and viewing asset allocations are forthcoming. 

    I don't know what limitations you find in the investment portfolio columns -- more time ranges for performance calculations, perhaps? -- but I think we'll see additional improvements there as well.

    As I mentioned above, some people continue to run Quicken Windows in a VM on a Mac in order to take advantage of features they consider indispensable. Some day, that will hopefully not be needed, but Quicken Windows has about a 2-decade head start on development, so it will take more time for Quicken Mac to catch up. Because we all use Quicken very differently, anyone coming from Quicken Windows has to determine for themselves whether any of the limitations in Quicken Mac are annoyances you can live with or showstoppers which prevent you from leaving Quicken Windows. 
    Quicken Mac Subscription • Quicken user since 1993
  • Bill O'Neil
    Bill O'Neil Member ✭✭
    Thanks so much for your explanation. That explains a lot. Thanks for everyone's response !!