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Simulation of Q2018 for Windows

William DayWilliam Day Member ✭✭
I am a Mac user and am somewhat disappointed in Q2018 for Mac. Has anyone installed "Parallels" on their Mac, installed Q2018 for Windows, and is happy with their choice?  It is my understanding the Q2018 for Windows is much more 'feature laded' than Q2018 for Mac.  The Reporting in Q2018 for Mac is pathetic when compared to Q2007 for Mac.

Comments

  • RickORickO SuperUser ✭✭✭✭✭
    edited April 2018
    Lots of folks run QW in Parallels successfully. Yes, the Windows version has a larger feature set. Whether the need for those features makes maintaining Parallels worthwhile is a personal choice.

    Your 2018 subscription comes with both Mac and Win versions. If you already have Parallels, you can download QW and try it out.

    If you don't already have Parallels, there are other solutions available, some of which may be more economical:

    https://www.howtogeek.com/187359/5-ways-to-run-windows-software-on-a-mac/
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • John_MJohn_M Member ✭✭✭✭
    edited April 2018
    It depends on your priorities.



    I ran QWin through Parallels for years and it worked great. When I upgraded my iMac last year, I wanted to use the latest OS. This would have meant buying a newer version of Parallels and a newer version of Windows (yes, you need to have a licensed version of Windows too). I decided that I didn’t want to spend the extra money, plus I wanted to keep my new Mac Windows-free.



    Despite the shortcomings you note with regard to reporting, and the fact that QMac is behind in other areas such as investments and tracking bills, I’m happy with my choice. There are a few things I like better about QMac and I’m just being patient with the others. Some people get all worked up about these issues, but I think the Quicken folks are making good strides with the program. I don’t feel that that the invectives hurled by some people on this site toward QMac are constructive, so I’m trying to keep it positive.
  • Unknown Member
    edited April 2018
    I’m curious about the reporting in quicken 2018 for the Macintosh as well. I am accustomed to giving my accountant reports totaled by category and class, but listing each transaction in each category and/or class that contributes to those sub totals and totals. Will Mac Quicken 2018 do that (in other words, I don’t need detailed investment transaction reports). Thanks so much. Is there a good place to read a detailed list of the reports that Quicken 2018 for the Mac DOES support?
  • Quicken_TykaQuicken_Tyka Moderator mod
    edited July 2018
    Hey Jim,

    Hopefully I can shed some light.

    Below is a list of all of the stock reports in Quicken for Mac. You can also generate a Comparison report, Summary report and a transaction report.

    image . image

    In the new version, classes are now called tags.  You can create a report to sort by tags and categories.

    Do you have any specific information or anything that you would like to see? I can generate a report to show you what to expect and what it will look like.

    Let me know!

    -Quicken Tyka
    -Quicken Tyka
  • William DayWilliam Day Member ✭✭
    edited April 2018
    John M said:

    It depends on your priorities.



    I ran QWin through Parallels for years and it worked great. When I upgraded my iMac last year, I wanted to use the latest OS. This would have meant buying a newer version of Parallels and a newer version of Windows (yes, you need to have a licensed version of Windows too). I decided that I didn’t want to spend the extra money, plus I wanted to keep my new Mac Windows-free.



    Despite the shortcomings you note with regard to reporting, and the fact that QMac is behind in other areas such as investments and tracking bills, I’m happy with my choice. There are a few things I like better about QMac and I’m just being patient with the others. Some people get all worked up about these issues, but I think the Quicken folks are making good strides with the program. I don’t feel that that the invectives hurled by some people on this site toward QMac are constructive, so I’m trying to keep it positive.

    I really don't want to go the "parallels-windows" route, but I have to upgrade to Mac OS High Sierra before next year's tax season (TurboTax will not run on Mac El Capitan for tax year 2018 returns).  Thus the need to upgrade from Q2007 for Mac (which will not run on High Sierra) before 2019.
  • RickORickO SuperUser ✭✭✭✭✭
    edited April 2018
    John M said:

    It depends on your priorities.



    I ran QWin through Parallels for years and it worked great. When I upgraded my iMac last year, I wanted to use the latest OS. This would have meant buying a newer version of Parallels and a newer version of Windows (yes, you need to have a licensed version of Windows too). I decided that I didn’t want to spend the extra money, plus I wanted to keep my new Mac Windows-free.



    Despite the shortcomings you note with regard to reporting, and the fact that QMac is behind in other areas such as investments and tracking bills, I’m happy with my choice. There are a few things I like better about QMac and I’m just being patient with the others. Some people get all worked up about these issues, but I think the Quicken folks are making good strides with the program. I don’t feel that that the invectives hurled by some people on this site toward QMac are constructive, so I’m trying to keep it positive.

    William,

    Actually QM07 does run on High Sierra with one known problem concerning automatic backups. See this:

    https://getsatisfaction.com/quickencommunity/topics/is-quicken-for-mac-2007-qm2007-compatible-with-h...

    That said, there's no guarantee that a macOS update won't break it, and if that happens, there will be no updates from Quicken to fix it.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Unknown Member
    edited April 2018
    In Quicken 2007, I create custom "Category Detail" reports, where I can define the interval; e.g., year to date, last year, last year to today's date inclusive, etc.

    For example, I might prepare a report for expenditures during the year for computer equipment; things purchased for my wife's laptop and desktop (or new computers themselves) would not be tax deductible, whereas those for mine would be.

    So, we'd have an asset Category of "Computer" subcategories of Hardware, Software, and Networking Equipment", and tags of "me" and "wife." In Quicken 2007, the report would scan all my bank and credit card and cash accounts, complile lists of purchases within each subcategory, and separate those purchases made for my business equipment from those made for my wife's use at home, and list them all by date. It looks as though Quicken 2018 for the Mac will only do "Summary" reports. Is that the case?

    Thanks so much,
    Jim Robertson
  • slhcrnpslhcrnp Member ✭✭
    edited April 2018
    RickO said:

    Lots of folks run QW in Parallels successfully. Yes, the Windows version has a larger feature set. Whether the need for those features makes maintaining Parallels worthwhile is a personal choice.

    Your 2018 subscription comes with both Mac and Win versions. If you already have Parallels, you can download QW and try it out.

    If you don't already have Parallels, there are other solutions available, some of which may be more economical:

    https://www.howtogeek.com/187359/5-ways-to-run-windows-software-on-a-mac/

    I totally understand as I previously used QFW for several years after Microsoft Money ended.  Then I was in the process of acquiring Apple products and decided to go with MAC and iOS exclusively.  Initially I installed Parallels on my MAC but that turned into a disaster for a variety of reasons.  Then I purchased a PC laptop for Quicken use only - hated the laptop and made the decision to transition to QFM.  I did it slowly - keeping both the Win and MAC versions (which I agree WIN has better features) but at the start of this year made the jump to Quicken for MAC only.  Since I prefer Apple products overall and Quicken has really stepped up to improve their MAC product - I am satisfied and able to have the overall functionality that I wanted.  There are a couple of quirks - Vanguard's total for my 403B is perpetually wrong and a credit card for Wells Fargo always needs to be downloaded manually for some reason.  But overall I am happy.
  • RickORickO SuperUser ✭✭✭✭✭
    edited April 2018

    In Quicken 2007, I create custom "Category Detail" reports, where I can define the interval; e.g., year to date, last year, last year to today's date inclusive, etc.

    For example, I might prepare a report for expenditures during the year for computer equipment; things purchased for my wife's laptop and desktop (or new computers themselves) would not be tax deductible, whereas those for mine would be.

    So, we'd have an asset Category of "Computer" subcategories of Hardware, Software, and Networking Equipment", and tags of "me" and "wife." In Quicken 2007, the report would scan all my bank and credit card and cash accounts, complile lists of purchases within each subcategory, and separate those purchases made for my business equipment from those made for my wife's use at home, and list them all by date. It looks as though Quicken 2018 for the Mac will only do "Summary" reports. Is that the case?

    Thanks so much,
    Jim Robertson

     No, Jim, not the case. The Category Summary report will list each category and then break down by tag within category and then (optionally) list the individual transactions within that tag/category.

    The newer Transaction report will let you subtotal by category or tag, but not both at the same time. However, you can sort by tag or customize the report to include only certain tags and/or categories. You can memorize these customized reports, so you could save one for wife transactions and one for "me" transactions if you wanted.

    All of the reports allow customization of the timeframe covered by the report.
    Quicken Mac Subscription; Quicken Mac user since the early 90s
  • Unknown Member
    edited April 2018
    Because t critical shortcomings of QMac, I run QWin with CrossOver on my iMac.  The advantage of CrossOver over Parallels or similar virtualization solutions is that you don't need a copy of Windows, and you don't need to nurse its idiosincracies.  It works fine, in my experience.
  • Unknown Member
    edited April 2018
    Instead of Parallels, try running QW using Crossover. It is much faster and much more user friendly than Parallels. And, it has worked every time I update to another version of the Mac O/S. It even made the transition to a new iMac without complaining. I also think you will find QW is much more versatile than any version of QM - even running on a Mac under Crossover.
  • William DayWilliam Day Member ✭✭
    edited April 2018

    Because t critical shortcomings of QMac, I run QWin with CrossOver on my iMac.  The advantage of CrossOver over Parallels or similar virtualization solutions is that you don't need a copy of Windows, and you don't need to nurse its idiosincracies.  It works fine, in my experience.

    Thanks ... I do the research on Crossover.
  • William DayWilliam Day Member ✭✭
    edited April 2018
    Don M said:

    Instead of Parallels, try running QW using Crossover. It is much faster and much more user friendly than Parallels. And, it has worked every time I update to another version of the Mac O/S. It even made the transition to a new iMac without complaining. I also think you will find QW is much more versatile than any version of QM - even running on a Mac under Crossover.

    Thanks ... I do the research on Crossover.
  • John_MJohn_M Member ✭✭✭✭
    edited April 2018
    RickO said:

    Lots of folks run QW in Parallels successfully. Yes, the Windows version has a larger feature set. Whether the need for those features makes maintaining Parallels worthwhile is a personal choice.

    Your 2018 subscription comes with both Mac and Win versions. If you already have Parallels, you can download QW and try it out.

    If you don't already have Parallels, there are other solutions available, some of which may be more economical:

    https://www.howtogeek.com/187359/5-ways-to-run-windows-software-on-a-mac/

    slhcrnp – Vanguard changed record keepers for their 403(b) plans late last year. As a result, my Vanguard 403(b) account does not work with Direct Connect or Quicken Connect anymore. I have to use Web Connect. To do this, I go to Vanguard's website and download the transactions there (you have to go to the 403(b) section). Then I import them into Quicken. Let me know if you can't find the information in Vanguard's web site (it's a bit of a treasure hunt).

    After you do the download, click on the account in Quicken and then Settings (in the lower right of the screen). You will be see the following:

    image

    Hope this helps.
  • slhcrnpslhcrnp Member ✭✭
    edited April 2018
    RickO said:

    Lots of folks run QW in Parallels successfully. Yes, the Windows version has a larger feature set. Whether the need for those features makes maintaining Parallels worthwhile is a personal choice.

    Your 2018 subscription comes with both Mac and Win versions. If you already have Parallels, you can download QW and try it out.

    If you don't already have Parallels, there are other solutions available, some of which may be more economical:

    https://www.howtogeek.com/187359/5-ways-to-run-windows-software-on-a-mac/

    Thank you very much.  I will give this a try.  
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