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Quicken Classic Mac 8.0 has been released!

Quicken Bree

We have started to roll out Quicken Classic for Mac (8.0)!

You can get the latest Quicken build by clicking "Check for Updates" under the Quicken menu.

Thank you for your help and support.

Best Regards,

The Quicken for Mac Team

Please take a moment to review the summary and try the new features in the product.

Business & Personal

NEW Added ability to invoice clients, receive payments, manage sales tax, issue client credits and refunds, and more
IMPROVED Added business address and logo to Business details

Import and Export

IMPROVED Support added for Lending Loans export/import between Quicken Windows and Quicken Mac

Security Detail

IMPROVED Allow sorting transaction history by any column

Capital Gains Estimator

IMPROVED Now able to update the sell price of a lot
IMPROVED Added a new column to show Account security belongs to
IMPROVED Added ability to display securities by symbol or name

Other Changes

FIXED Squashed over 30 pesky bugs

Current macOS Requirements

ANNOUNCEMENT Quicken v8.0 requires macOS 12 or later

Thank you!!

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Comments

Porthole2

This is under the Business & Personal paragraph, "NEW Added ability to invoice clients, receive payments".

Is that feature under both versions or only business?

Duane

jacobs

@Porthole2 The ability to create and manage clients, create and manage invoices, apply payments received to invoices, track outstanding invoices, calculate sales taxes on taxable items and report on sales tax liabilities, etc. are all parts of the Business & Personal subscription.

You may be aware that Quicken Windows has long had a "Business & Personal" level — it used to be called "Home & Business" — but Quicken Mac never did until about a year ago; the functionality initially released allowed Mac users to create one or more businesses, create separate business income and expense categories which roll into the appropriate tax lines and reports for a business, and to identify income and expense transactions as belonging to a specific business. But it was largely an incomplete tool for many small business owners because there was no way to easily track activities for individual clients, to create invoices, and to track payments — and after an additional year of development, that is what has been delivered in version 8.0. It's now a much more robust tool for someone with a small business who wants to track both their personal and business income and expenses.

This is what the "Business & Personal" subscription tier adds; users of Quicken Deluxe or Premier won't see these features.

Porthole2

OK, so Mac 8.0 Quicken Business & Personal is one program and is not a duo - Business version AND Personal version?

Thanks

jacobs

OK, so Mac 8.0 Quicken Business & Personal is one program and is not a duo - Business version AND Personal version?

Yes, correct. There are four tiers of Quicken subscriptions:

Starter
Deluxe
Premier
Business & Personal

There is actually only one application; your subscription level determines which features you do or don't have access to.

Porthole2

Got it

John_M

When Business & Personal came out, I noted that it had a mileage tracker. I was disappointed that this was not added to Deluxe and Premier, since mileage is also used for personal expenses. Many people need to track mileage for visits to doctors to be able to itemize medical expenses on their taxes. I'm going to add this as a feature request if it hasn't already been.

John_M

I did a search and found this discussion. As of October 2023, it had a status of "Planned." So now we just wait. Looking forward to seeing it implemented.

Adr1

I just purchased ver 8.1.1 for Mac running os 12.7.6. Is there a way to have split transactions included in transaction reports. Any of the Help pointers on the subject say to be sure to include splits when customizing the report. I've looked high and low and cannot find anywhere where there is an option to include or exclude split transactions from a report.

Jon

There's no option to include transactions in a report (or exclude them from a report) because they are split transactions. However, split transactions are broken up into their individual components, they aren't listed as a single combined transaction. So if for example you have a Transactions by Category report each part of the split transaction will show up under its assigned category.