Is there a Mac version of Quicken which supports Investment Tracking consistent with Windows

beckinc
beckinc Member ✭✭
edited March 16 in Before you Buy

ENVIRONMENT: Native MacOS Ventura Ver. 13.4. I also run a native Windows 10 Home partition under Ventura and use Quicken Classic Business & Personal (Windows) running in the Windows partition.

QUESTION: I have used Quicken-Windows for many years for personal finances INCLUDING stock tracking. Is there a native Mac version of Quicken which supports normal stock transactions comparable to the "Quicken Classic Business & Personal" product I now use? I want the program/data to run on my machine and not in the cloud. If so, what is it?

Thanks for all help!

Answers

  • Jon
    Jon Quicken Mac Subscription SuperUser, Mac Beta Beta
    edited February 15

    I haven't used Quicken Windows in ages, so I don't know how Quicken Mac compares in that area. But a Business & Personal subscription gives you all the Quicken Mac options, so you already have access to everything Quicken Mac can do. Since you have a Mac you should go ahead & install the program on your Mac, import your data file from Windows, and start playing around to see what it can do; the current version of Quicken Mac should run fine on Ventura. You can run Windows & Mac together for a few weeks to see if the Mac version will meet your needs.

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    @beckinc Quicken Mac does certainly track investments and investment transactions (and has for many years). I'm not sure what exactly you mean by "support normal stock transactions", but these are there transactions in Quicken Mac:

    But there are some features still on the future wishlist which require workarounds, such as stock options/restricted stock grants and corporate requisitions/mergers and divestiture/spin-offs.

    I agree with @Jon that your best course is to simply try Quicken Mac to see if it works well enough to meet your needs.

    Quicken Mac Subscription • Quicken user since 1993
This discussion has been closed.