I once posted a Quicken to Mac conversion comparison, to be found here:
This was in 2022, and that thread is closed. Since then, many of the Cons I listed have been addressed. I thought it might be a interesting to revisit. Also, Quicken for Mac has evolved for the better and I've adapted pretty quickly.
Here is the original list of cons. If they've been resolved they will be edited. The original link has a lot of Pros not listed here, and I'm pretty much a fan and never going back. Everytime I try to use Quicken on my Windows machine I'm reminded why I don't enjoy it.
* Calendar Limitations - No bar graph (I love this feature in Windows for a quick visualization of my cashflow). Also, no Notes. There's no way to annotate the calendar that I can find. Lastly, navigation going back in time has no "go to date" function - you have to do it manually, but clicking thought the months is instantaneous no matter how far you have to go
* Banking - Can't void transactions in the register. In Windows you can still see the check number that was voided, and the payee. Sometimes useful when you're trying to figure out a mistake. In Mac you just delete it. » 1/25/25 It's turned out to be a non-issue now that I've been doing it this way
* No comparison of "On Line Balance" vs local balance in the register view - FIXED!
* Can't explode categories on a graph. For instance, when looking at an expenditure graph by category, you can't click on a high level category to see how it splits out. Fixed! Actually, QM looks better than the way I remembered it - maybe because presentation and UI is just fresher than the Windows look
* Expenses over "Last 12 Months" graphs are also showing forecasted expenses until the end of this month - Windows uses the exact day, so "last 12 months" would mean 11/25/2021 - 11/24/2022 as an example. I'd like to see more convenient YOY spending by category
* No (specialized) Mututal Fund View in the portfolio views. I get a few canned views, but mutual funds and their ratings and attributes is not one of them. I'd love to see a filtered ETF and Mutual Fund view with star ratings and other relevant metrics
* No customized portfolio views can be set up and saved - This was false. I don't know about CMD-Click filtering. There's plenty of customizing of headings and "View By" (asset class, security, type, holding period)
* No Allocation By Account (only equity or asset class) - I left out it does breakout account groups pretty well, and you can see aggregate dashboards for groups - such as all "Investing," all "Brokerage," and all "Retirement." You can also customize which accounts are viewed in a dashboard with a CMD-Click, and you can look at a consolidated Portfolio View of any of those 3 groups
* No ability to compare a target asset allocation to existing.
* Banking Dashboard is sparse - Just "Spending" or "Income" and you can't customize the dashboard. One view love in Windows is multiple "Expense by Category" graphs - one for YTD, one for Current Month, and one for Same Month Last Year. So, in the Windows Version I can see visually at a glance what I've spent YTD, or a specific month this year vs last year (YOY), all in the same window. As a recent retiree, I'm looking for cues on how I'm doing vs last year. These YOY graphs by category side by side show instant comparisons that I can't set up in the Mac version. You can see a spending graph and mod the date range or accounts viewed, but no YOY graphically
* Spending by Category Graphs can't be customized. This was a problem because brokerage fees were being counted in my spending, but this problem is no longer present
* No Calculator. There were always calculators in the registers. Using the Mac calculator has been just as convenient
* No Morningstar data - even if I didn't expect the Portfolio X-Ray provided in Windows, at least it would be nice to see the Morningstar ***** rating in the portfolio view
* Consolidated equity views (one equity in multiple acts) feels more cumbersome to use and find. Quicken added a great security detail screen with a much nicer graph than Windows of the stock price, but there's no toggle present for showing position value over time
Reporting is still not as robust. I don't see a way to embed a graph in a report like Windows does. You can export pretty much anything to CSV, which I do with Excel and Numbers. A really cool feature would be to export directly into Numbers with the built in Yahoo equity updates (stock price, PE, etc. - I think there's 15 or 20 different metrics built into Numbers). They have made a lot of improvements in spending and budgeting, like adding rollup subtotals (categories, etc.).
There's many new features since I wrote this, including monthly Zillow updates for property and many other things which I'm not going to get into.
[Edited - Fixed Link]
