Classic Business & Personal on Mac vs Quicken Business & Personal

Does the new Quicken Business & Personal have the same reconciliation workflows that the Classic Business & Personal for Mac does?

I would like to use the more mobile friendly Quicken B&P but I have concerns that their may be some missing features including reconcilation workflows.

Is the only real difference between the two is that the Quicken version is browser and more mobile friendly?

Thanks

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Answers

  • jacobs
    jacobs Quicken Mac Subscription SuperUser, Mac Beta Beta

    What they have branded as "Business & Personal" is the addition of business features to Quicken Simplifi. So it comes with the advantages and disadvantages of the cloud-based Simplifi compared to the desktop computer-based Quicken Classic.

    Since this forum is for Quicken Classic, and all of us here use Quicken Classic (on Windows or Mac), I don't think you'll get much of a detailed feature comparison here. The two products have a lot of differences beyond where your data is stored. For instance, Simplifi doesn't have printed reports (or checks, or anything printed) although if you access it via a computer web browser rather than the mobile app, I suppose you can print web pages. But I don't know how reconciliations are done in Simplifi or what "workflows" you utilize in Quicken Classic that you would need if you switched to Simplifi. Here's a link to a web page about doing reconciliations in Simplifi:

    https://support.simplifi.quicken.com/en/articles/8218379-reconciling-accounts-in-quicken-simplifi

    Beyond that, you could try asking questions over on the Simplifi Community Forum: https://community.simplifimoney.com

    Quicken Mac Subscription • Quicken user since 1993