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I spent almost two hours manually matching transactions to be sure that my records corresponded.Ī Random Walk Down Quicken 2015 - This new release is crisper and cleaner than Quicken 2007.
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If you create an online linkage in accounts that already have manual entries, you may be flooded with duplicates. (Quicken 2015 offers multiple levels of undo, but not for every operation, and you can break the chain of undos across accounts and launches.)
Had I clicked to proceed, I would have wound up with transactions imported into the wrong account and then had to back those out and relink. Quicken attempts to match up accounts you already have with ones on the financial server, but I found a number of mismatches. Despite many spinning rainbow cursors and apparent freezes, the program is working - I never saw it actually crash during multiple import tests.īe careful when you set up connections to online banking, credit card, and other accounts. Intuit has done a lousy job with threaded and asynchronous operations. It can take 30 minutes (with mobile sync) to import a large Quicken 2007 file and then sync everything. I know Intuit already tells you that, but you really must close it or the import will mess up completely. (I didn’t test the mobile app, as I don’t plan to use this release, and the mobile app has extremely limited features.)Ĭritical Advice before Starting - Before I start on the review proper, if you’re converting from Quicken 2007, please read the following advice. Because I use a large set of custom reports to manage my business - from tracking income to filing city, state, and federal taxes - I’m holding out to see if Intuit addresses the reporting limitations.Ī bit later in this review, I’ll get into the missing features of importing and reconciling. Some people use Quicken just to enter or download transactions and then check them off, keeping their budget in line and ensuring there are no illegitimate charges. That could be true if you don’t need detailed itemization and summation reports for tracking income and expenses as a sole proprietor or small corporation. Quicken 2015 could be adequate if you don’t rely on its reporting or don’t mind its simple set of reports. After finding much to like about it, including a crisp interface, a better way to specify transaction details, and good connections to online financial accounts, its failure to import my Quicken 2007 reports (honed over 15 years for business and personal tax and other reporting) and its lack of report customization makes it a non-starter. At $74.99, Quicken 2015 is also not cheap, but given the small amount I’ve paid for minor updates to 2007 over the years, I was willing to plop my money down.īut for my purposes, Quicken 2015 still isn’t fully baked.
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That’s great praise given how bad Quicken Essentials was and Intuit’s long-running inability to update its flagship financial software for a platform of customers who desperately wanted a new version. (Quicken emulates the approach of paper accounting ledgers in terms of how transactions are entered and discretely represented as line items, but it isn’t skeuomorphic - no torn page edges or leather stitching.) Some couldn’t import the full 15 years of data from my Quicken file others lost valuable information in conversion and many just didn’t match the way I thought about recording transactions and running reports, something that Quicken had certainly shaped. I have tried nearly every Quicken alternative over the last five years, including Mint and the terrible Quicken Essentials, and none suited me.
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I pictured myself setting up (as I had before) a virtual machine running an older version of Mac OS X just to keep Quicken 2007 alive.
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What I wanted out of Quicken 2015 for Mac wasn’t improvement so much as a path forward: I wanted to know that when OS X 10.10 Yosemite shipped, I wouldn’t be waiting for Intuit to issue yet another extension on life for Quicken 2007.
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