Quicken For Mac 2017 Reviews

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Best Features available for Quicken For Mac 2017. Imports all your bank transactions safely and automatically, including those from loan, investment & retirement accounts. No need to jot it all down or save receipts; Categories all your transactions and puts them in one place. For this review, Quicken supplied a copy of Quicken Premier 2019 for Windows, and I converted from my previous test installation of Quicken 2018. Features Introduced in Quicken 2017. Improved Mobile App — A more powerful mobile app, now with investment tracking. (For reference, see Quicken Mac and the disaster there).

Quicken 2017 Review – The Year of the Comeback?

last updated onSeptember 30, 2019

Quicken Essentials for Mac is Intuit's upgrade from Quicken Mac 2007. Although the user interface is more Mac-like compared to previous versions of this personal finance software, Quicken Essentials for Mac lacks some of the features offered in those earlier versions. Quicken is useful for generating reports and filtering on past expenditures. One thing they can improve is to automatically increment the check number for new transactions. This was a feature in an old Windows version that I used before I went to a Mac. So not sure if this is a Mac specific limitation or they eliminated this feature across the.

inQuicken

It is a combined scripting tool & Keyboard/Mouse hotkey manager. It’s all you need. Autohotkey for mac. My AutoHotKey for a Mac User with an Apple keyboard on Windows ScriptThere you are.

After the Quicken 2016 debacle, I was very leery to even think about purchasing Quicken 2017 Canadian edition. I did notice that there was a Quicken iPad (and iPhone) application, which said it should work with Quicken 2017 Canadian edition, so that tipped the scales for me.

Intuit has stepped away from this product, so it is back to being a Quicken product. Actually the Quicken brand is owned by HIG Capital, but it looks like they are letting the Quicken team run things. What this means for the Canadian Edition of the product? So far it suggests they are trying to make the Canadian product a more practical product, but again, we shall see.

I ended up buying Quicken 2017 Home & Business with Premium Support, using the discount message from Quicken 2016, which brings you to a purchase page. The interesting part of this was that the price quoted was $80.77 for Business and Home (the deluxe version), but after I purchased it, there was no delivery charge, or taxes charged either. I suspect this is a mistake they will remedy (i.e. Charge HST). The delivery was only a download, so maybe free delivery is OK too.

I am concerned that this is a subscription (that is what my invoice shows). I have not purchased anything, I have paid for a yearly subscription. My suspicion is this means I will have to renew this yearly.

The new version installed just fine, and didn’t seem to have any issues with my huge archive of transactions (it is massive).

I then tried to get things set up so I could use the iPad and iPhone app, which is where things got interesting. If you want to use these applications, you will need to use the Quicken Cloud. The Cloud is not a back up of your data, but where data transferral can transpire. Quicken is very specific pointing out their Cloud is not a backup (you will need to keep doing that yourself). The Quicken cloud relies on having a Quicken login, so you will need to set up an account, if you want to use these apps.

The cloud seemed to rely on being able to download automatically to your Quicken, so I tried to get that working with my TD accounts. It didn’t work, however, after a few failed attempts, the Cloud suddenly was getting the correct data, and that meant I could use the iPhone app.

The iPad and iPhone apps are good, and free too. Please note there are two separate apps, the iPad version works as an iPad app (i.e. it uses the whole screen and will rotate, and other nice features). The major things these apps let you do are:

  • Input transactions on your phone, which will then go into the cloud. It works quite nicely, and gives you the ability to store a photo of your receipt as part of the transaction.
  • You can look at your current financial status, and you get some nice graphics that show where you stand, and get some elementary reports.
  • Other things I haven’t explored yet.

All in all I think the apps are worth using.

I have used the product for about 2 weeks now, and it seems to work just fine. I have had no crashes (which I had many, with Quicken 2016), however, start-up is quite slow. The startup on a regular PC Laptop with 8 GB of memory should not be this slow, and the need to log in each time slows things down too. The update of the cloud seems relatively quick, but I never got the update with your bank automagically to work. If you download the file from your bank web site, this is not a problem.

Verdict Quicken 2017 Canadian Edition

For the price I paid, and the added features of the apps, I think this version of Quicken is worth buying (especially if you haven’t bought it in a few years). The subscription angle has me concerned, but we shall see what comes of that. I also haven’t tried out the Premium Support part of my subscription yet, again another area I will investigate further.

The drawback is there is no official Canadian Mac version just yet. I have heard you can buy the U.S. version and it should work, but I wouldn’t chance that just yet.

Quicken Deluxe 2017 For Mac

One final concern is the Cloud, how secure is it? We have seen many security breaches in these type of data configurations, let us hope this does not happen here.

Overall Review: A good restart on a product that needs a lot of fixing.

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originally published onApril 24, 2017{10 comments}

Reviews For Quicken For Mac 2017 Reviews

  • April 13, 2019, 12:39 PM

    “The drawback is there is no official Canadian Mac version just yet”

    Actually Quicken for Mac has ALWAYS supported Canadian FIs/Banks (including QM2007 to now, QM2019 subscription). And now they have officially included a Canadian setting but all it does is hide US specific features that do not work in Canada and set the home currency to CAD otherwise, it is the exact same software.

    Reply
    • April 13, 2019, 12:41 PM

      Oh, one more thing…QMac actually supports FIs/Banks in both Canada and US within the SAME product, unlike QWin, which can only work with one OR the other.

      Of course QMac is not as feature rich as QWin, so YMMV.

      Reply
  • May 22, 2018, 9:10 PMReply
  • April 25, 2017, 7:03 PM

    Thanks for the review!
    I’m a big fan of YNAB, I even bought the yearly subscription after paying month to month for over a year.
    Any areas where Quicken would be an obvious upgrade for personal use?

    Reply
  • April 24, 2017, 11:30 AM

    The 300% was referring to the fact that you only needed to update once every 3 years to keep the online features… Now, it’s yearly.

    Another problem is that: if for some reason, they go belly up, since the application calls “home” every so often, you could effectively be locked out of your data… Maybe not this year… but what about in 2-3 years? It’s not like Office where you have alternatives… I have 20+ years of data… not sure it’s a risk I’m willing to take. Although I’m probably one of the few that upgrade every year but not this time…

    Also, once you’re locked in, what prevents them from raising the price to 500$ next year? Or 150$, if they lose 60% of their customers.

    It will be interesting to see how many “new features” will be added during the year. Intuit tried the whole subscription gig a few (many) years ago and didn’t realease anything. We’ll see…

    Reply
  • April 24, 2017, 11:04 AM

    Subscription means you have to pay 90$ a year which is effectively a 300% increase. I guess the biggest issue is that if you do not renew, you lose the ability to enter transactions – meaning you have read-only program.

    Reply

Quicken For Mac 2017 Reviews

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