Quicken mac 2017 stock options

Quicken Home & Business 2017.

Most comprehensive personal finance manager available. Connects to multiple types of accounts. Revamped user interface. Online bill-pay. Can track your home's value. Robust planning and investing tools. Dozens of report templates. Enhanced mobile app.

User interface still looks dated. Tools don't co-exist smoothly. Can't access all data remotely.

No other personal financial management application offers the depth and breadth of tools found in Quicken, but its very completeness can be overwhelming.

Quicken has been around for almost a quarter of a century. While it has competitors in the personal finance management space, such as Personal Capital and Mint in the cloud and Moneydance on the desktop, it still dominates the field. Put simply, Quicken helps you manage every element of your personal finances: account management, spending, bills, planning, investing, and property/debt. The most significant improvement in the Quicken 2017 lineup is a redesigned user interface, which is a welcome enhancement. Its countless tools are tucked away a bit more neatly, yet are easily accessible, for the most part.

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Quicken Home & Business 2017.

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The 3 Best Alternatives to Quicken Software (INTU)

Quicken is one of three very well-known, widely used and highly successful financial software programs developed by Intuit, Inc. (NASDAQ: INTU). Intuit makes QuickBooks, a very popular accounting program for small businesses; TurboTax, used for personal and small business do-it-yourself tax preparation; and Quicken, its personal financial management tool.

Quicken offers users services from basic checking and savings account management and budgeting, all the way to portfolio analysis and management features such as capital gains tracking. There are several Windows-based versions of the program available and a single Quicken for Mac version compatible with Apple's operating system. Intuit has expanded the Quicken suite of products with offerings such as Quicken Health Expense Tracker and Quicken Rental Property Manager.

Although manufactured for a number of global markets, Quicken remains focused largely on a North American customer base. While Quicken has dominated its niche market since its introduction in 1991, there are a number of similar, alternative products available. Quicken continues to capture well more than 50% of total market share, but it is increasingly challenged by competitors.

Intuit itself offers a simpler, more basic alternative to Quicken in Mint, which it acquired in 2009. Mint is Web-based, rather than a standalone software program. It is a free service and only offers basic features such as creating and tracking budgets and financial goals, and monitoring one's credit score. Mint offers services similar to those contained in Quicken's most basic "starter" version. It does not offer significant investment management services. The program is criticized for account synchronization problems and for the fact it does not allow monthly bank reconciliation, because it automatically assumes all downloaded data is correct.

The fact that Mint is a read-only service is both a plus and a minus for the program. A read-only service offers greater Internet security, since even if someone was able to access a user's information, all he could do is see the accounts. He is not able to take any actions such as transferring money out of them. Of course, on the minus side, being a read-only service also limits what the user of the service can do and, therefore, the capabilities and functionality of the service.

Like virtually all similar personal financial management programs, Mint is accessible through almost any Internet-connected device, including personal computers, tablets and smartphones.

2) Personal Capital.

Personal Capital represents an attractive and less expensive alternative to Quicken for individuals who prefer a cloud-based program and one that offers extensive investment management tools.

Personal Capital has been designed to target a specific market of financial up-and-comers, individuals with net worths between $100,000 and $2 million. This represents a market segment that is traditionally skipped over by financial advisory and wealth management firms in favor of more wealthy clients. Personal Capital is a registered investment advisor, with more than $1.5 billion in assets under management (AUM).

The basic Personal Capital financial services package, which includes account tracking, budgeting, bill paying and other basic services, is free. Personal Capital makes its money primarily from individuals who choose to upgrade to the personal wealth management services the company offers, and for which it charges approximately 0.69% of assets managed as a fee. With the paid wealth management service, clients are assigned a personal financial advisor and receive all the usual services a client expects from a wealth management company, including tax and estate planning, tax loss harvesting, advice on insurance, educational funds for children and any other necessary services to provide full financial management for clients. Personal Capital's fees are significantly lower than average for full wealth management services.

Just the free personal finance services offered are extensive and competitive with what is offered by Quicken. Included are services such as budgeting, a retirement planner, a 401(k) fee analyzer and an investment allocation target checker. The budgeting component includes a cash flow tool that allows individuals to input income and spending, and then receive weekly, monthly or annual analyses of their projected cash flows. The retirement planner can be used to map out a retirement plan, and then to monitor how closely the user is adhering to the plan. This free feature allows users to set spending and savings goals, track income events and project the future value of their investment portfolios. The comprehensive features and the flexibility of input variables offered in this free module compare favorably to any comparable service, free or paid. The asset allocation component determines a user's risk tolerance profile and then makes appropriate investment allocation recommendations.

Personal Capital has received good reviews on a number of levels, one being that it offers better account synchronization than most programs of this type. It also receives high marks for customer service, a rare plus for a free financial services software program. Personal Capital offers much more in-depth investment analysis and planning than Quicken. It also offers enhanced security through its use of two-factor authentication.

Personal Capital services are accessible by computer, tablet or cellphone, and it is one of the first of these personal financial management services to offer functionality with the new Apple Watch.

Designed specifically for Apple's operating system, iBank, developed by IGG Software, is touted as a superior alternative to Quicken for Mac users. The program sells for about the same price as Quicken Deluxe, a little more than half the price of Quicken Premier or Quicken Home and Business, although the range of services it offers is more in line with the premium Quicken programs.

iBank aims to serve as a personal or small business financial management program. It offers a myriad of financial services, including bank, credit card, loan and investment account management. IBank offers detailed income and expense analysis, with continually updated charts. Features not included in Quicken but that come standard with iBank include multicurrency functionality and variable loan amortization. IBank has an excellent platform for reviewing all of an individual's financial accounts in one easy to use central dashboard: checking, savings, money market, equity and fixed-income investments, retirement accounts, loan accounts and brokerage accounts. The program can import files in a very wide range of formats, including OFX, QFX, QMTF and QIF, in addition to the commonly used CSV format.

iBank stands out for the investment performance analysis it offers, tracking buys and sells of stock shares, dividends and stock options. The program allows for easy production and printing of custom financial reports, and it even allows a user to print new checks when needed.

4 Quicken Alternatives – Intuit Isn’t The Only Company That Does Personal Finance Software.

When people are looking for a way to keep track of personal finances, Intuit’s Quicken and Quickbooks applications are generally the go-to software. Whether you’re keeping track of your own finances, those of your home business or even finances for a local small business, Intuit’s products are a great choice. However, they’re not for everybody and, depending on the type of Quicken software you have to pick up, it can be quite pricey, too.

Fortunately, there are plenty of alternatives out there that are perhaps better than Quicken (depending on your situation), cheaper and perhaps even free of charge. Follow along below and we’ll show you some alternatives that’ll make managing your finances so much easier (and cheaper)!

Editor’s Note: This is a new update to an article originally published in 2013.

Moneydance.

Moneydance is a great alternative to Quicken with a ton of different features — online banking (there’s even an app for Android and iOS), bill payment and account management. You can track your investments with the software as well. It has support for stocks, bonds, CDs, mutual funds and much more. With Moneydance, you can view the value of all of your investment accounts and even the performance of how individual stocks and mutual funds are doing.

On top of being great personal finance software, it has a robust budgeting system as well, as you can easily track income and individual expenses with Moneydance. The software also makes it easy to track your credit cards and loans, too. There are reminders built into the software that even show you past due bills and bills that are upcoming — you’ll never miss a payment again out of forgetfulness!

Moneydance lets you track your bank accounts as well — you can even create one for cash on hand. But, you can link both your checking and savings accounts to Moneydance and even create subaccounts (e. g. an emergency fund account or an account for long-term saving).

Additionally, you’re able to create graphs and reports with Moneydance. This gives you a detailed look into all of your finances, whether it be your personal income and expenses or your investment funds.

Moneydance is really nice because its one of the few pieces of personal finance software that isn’t tied to the Cloud in anyway — it’s largely all based offline.

Moneydance does cost a little bit. It’ll run you about $50, which is around the same price as Quicken. However, the biggest thing Moneydance has going for it is reliable customer support and more stable software, which are two of the biggest complaints that come with Quicken.

Mint is offered by Intuit, but is entirely free personal finance software. One of the major things that Mint has going for it is its budgeting features. Create a budget based off of your income and expenses and Mint will offer suggestions to you based on how you spend money. In addition, Mint makes it easy to pay your bills with its online bill pay feature — you can get alerts and schedule payments in the snap of a finger.

The biggest thing that users coming to Mint might find useful is the user interface. It’s laid out in a way that everything is very quick and easy to access. Quicken and Monydance might feel a little clunky as far as the interface goes, but Mint has a modern UI that makes everything easy to access.

Mint brings together everything in one spot — you can see your income, bills and other expenses all in one space. The software will even keep an eye on unusual account charges and alert you accordingly. Mint keeps things very secure as well — all your data is encrypted with 256-bit encryption and then data exchanged with Mint is encrypted in 128-bit SSL.

The neat thing about Mint is that it helps keep money in your pocket. If you use Mint as your go-to personal finance software, you won’t miss a payment ever again thanks to its bill alerts and bill pay features. And, with tracking your spending, Mint will provide you with insightful suggestions to perhaps cut back on certain aspects of spending, keeping more money in your account for a rainy day (or even an emergency).

Mint, just like Moneydane, makes it easy to keep track of all your investment accounts as well — CDs, stocks, mutual funds, you name it.

Intuit might own Mint, but unlike Quicken and Quickbooks, you won’t be charged a penny for using it. However, Mint does have to make its money from somewhere, and that’s often through advertisements and recommending select products to you.

Personal Capital.

Personal Capital is another decent option, but may not meet all the features you’ve been using over on Quicken — it’s more geared toward investments, investment tracking and investment growth. So, if you’re more worried about investment portfolio than your outgoing expenses per month, Personal Capital is a great option.

There’s some decent support for Personal Capital, too. The software is regularly updated and has a lot of tools to help you with your investment and retirement tracking. Personal Capital isn’t all about your investment portfolio though — there are some features for tracking your budget and expenses as well, but it’s not nearly as expansive as Quicken.

On the flip side, Personal Capital is a piece of software you can use free of charge. There’s no cost involved here. But, you can choose to have Personal Capital manage your wealth for you, which is where cost comes in. However, if you opt to do it yourself, you can use Personal Capital free of charge.

CountAbout.

CountAbout launched in mid-2012 and was designed to be a Quicken alternative. One great thing it has going for it is that it’s able to import data from both Quicken and Mint, so you don’t have to worry about starting from scratch.

It has a lot of features going for it — it has support for over 12,000 financial institutions, mobile apps, multi-factor authentication, plenty of financial analysis features for generating reports, budgeting, account reconciliation, investment tracking and so much more. It really is a Quicken clone, but with better customer support.

As we mentioned, CountAbout offers mobile apps as well — for Android and iOS. They’re actually fairly quality applications and tie-in well with the main software. They’re not nearly as clunky as the Quicken options for Android and iOS.

CountAbout certainly isn’t free, but it is a whole lot less expensive than Quicken. CountAbout will cost you $10 for the Basic version and just $40 for the Premium software — certain versions of Quicken can cost you upwards of $80.

Which is right for you?

So, we’ve showed you some of the best Quicken alternatives out there, but which one is right for you? If you don’t mind spending some cash, Moneydance or CountAbout are nearly clones of Quicken. Just about everything you can imagine doing in Quicken, you can do in Moneydance and CountAbout. However, both Moneydance and CountAbout have a bit more going for it with better customer support and more stable software. That said, Moneydance and CountAbout are the best Quicken alternatives you can get your hands on.

Don’t got cash to spend? Then Mint will do just fine. With Mint, you’re not getting a Quicken clone. Quicken will offer you detailed financial analysis and is great for bookkeeping, whereas Mint will offer you some of that, but puts a focus on accessibility.

Personal Capital is a decent option, too. However, as we said above, it’s more geared toward investment and retirement tracking. If that’s your primary focus, Personal Capital is the way to go because they do investment and retirement tracking very well. It has a budgeting and expense component, but it’s not nearly as feature-rich as Quicken or Quicken alternatives in that area. So, if you’re more focused on managing your income, expenses, bookkeeping and financial analysis, look elsewhere. But, if you’re looking for something for wealth management and building wealth, Personal Capital is your one stop shop.

When it comes down to it, Quicken is great software to monitor long-term spending trends, keeping an eye on your investments and for detailed financial analysis. Again, if you want a replica of Quicken and have cash to spend, get Moneydance or CountAbout — they’ll serve you just fine and at a lower cost. If you don’t have cash on hand, Mint is a good alternative.

Now, when it comes down to choosing between MoneyDance and CountAbout, it depends on your situation. Honestly, either one will meet your needs. But, if you’re coming from Quicken, CountAbout is the way to go, as it’ll let you import your Quicken data directly into CountAbout.

There’s a good amount of frustration surrounding Quicken, primarily because of a lack of quality customer support and software that sometimes isn’t reliable or responsive. In this day and age, quality customer support alone can make or break a piece of software. Thankfully, Moneydance and CountAbout excels in that area, although you might run into the same problem with Mint, since Intuit — the same company that runs Quicken and Quickbooks — owns that software as well. However, in my experience, Mint customer support has been really helpful and was able to knowledgeably answer any question I had.

If you’re looking to move on from Quicken, Moneydance and CountAbout will serve you well. However, even though Mint is by Intuit, don’t knock it until you try it, it might end up surprising you.

About The Author.

Brad is the Editor-in-Chief of PCMech. He is an avid tech enthusiast who has been working in consumer technology for the past five years. He enjoys a wide range of technology, whether it be Android, iOS, Windows or Mac!

138 Comments.

Great rundown of alternatives. One thing that has always kept me from making the switch (and I do hate Quicken) is the lack of support for legacy data. I’ve got almost 20 years of data in Quicken now, including retirement fund transactions, and so I’d like to make sure they are imported and treated correctly by new software. So far, no success.

Yeah, that’s how they keep a lot of people. Historical data. 🙂 Including me. I am still using Quicken and Quickbooks.

Do you know Marty Risley?

Ask yourself an important question. Do you REALLY need 20 years worth of personal finance data? In most IT systems / databases, I would recommend dumping most of that into an archive if not getting rid of it all together. I think if you kept 10, you would be safe with the IRS. Otherwise, why?

In regard to IRS you really aren’t safe after ten years. Technically, you cannot be audited past 3 years from the date your return was filed (+/- a little). But if you do get audited in the year you dispose of the account’s contents, you are subject to examination on the basis of the assets that were sold, ALL THE WAY BACK. Hence, stock records should be kept, and I would recommend it even if it is believed to be tax exempt as you may have to prove it.

But having Quicken is no guarantee: They could stop making Quicken, the last version could quit functioning on newer computers, the database can be corrupted, lots of things can happen. Large accumulation of data like that should be exported to Excel or something else then uploaded to your Cloud storage account which everyone should have.

Main point is 10 years isn’t enough for this particular kind of data.

too worried about new version of quicken to upgrade fro 2012 version. so now downloading moneydance now….trial version. thanks to all for recommendations.

I also continue to use Quicken because I have not found an app for the Mac that is better. This requires me to maintain a Windows computer just for that reason. Any suggestions? I am not confident in the safety and efficiency of parallels.

Nathan: Possibly Quicken Essentials for Mac might be applicable. Much in the same way as you using a version of Quicken that works, I have been using MacMoney for years and I have been stuck with it even though it is truly obsolete. I attempted to switch over to Quicken Essentials for Mac around the time when Quicken for Mac was transformed into Quicken Essentials. The one feature that was deleted was the ability to print checks so that version of Quicken Essentials for Mac was useless for me.

Just lately I read a blurb that the latest version of Quicken Essentials for Mac included the ability to print checks from within the program. I bought a copy and if in fact check printing is a feature then I’ll give it a try. You might consider seeing if the latest version of Essentials will work for you. If so you could stop having to use that windows machine.

I just found out just by going to the quicken community to ask another question, that quicken essentials for mac will be shut down at the end of April forcing us to upgrade to the 2015 version with all kinds of new features like bill pay all of which I don’t want. I use the checkbook to download my transactions which I have done since 2006. That is all I need. But it bothers me tremendously when suddenly (and I have yet to receive a formal notice aobut this) they take a working piece of software and MAKE you upgrade in order to continue using it. I would like to change to another software and may try one of the ones here. I can probably keep my quicken for historical puposes but it just won’t connect to the bank.

They just won’t do updates for it. You can use it till you die.

I am with you 10000 percent. They forced us into an upgrade in 2012 the same way…by cutting off your ability to download transactions, upon which I rely heavily. I did it then, with gritted teeth, because it had been several years since I had done so. To see them use the same ploy again already really makes me angry. Futhermore, they say they have sent numerous notifications that was going to happen, but when I go online I discover they used an address I haven’t had for years. On top of that it won’t allow me to CHANGE said address until I upgrade. I am very nervous to change programs since I’ve used Quicken 20-25 years, but I do NOT like being held hostage.

I agree with you that they cut me of from downloading my transactions after 5/1/2015 with out any warning. Its just a ploy to make more money with out doing much for you ar the programs.

I have been using Quicken for almost 12 years and only in the last 6 months have I had pretty severe issues with downloading transactions. I’m looking for an alternative; is not worth it for me to spend almost all day with tech support trying to resolve my problems. For the past several days I’ve had to reset two of my three accounts and its still not working.

I can’t get Quicken to download from Capital One any longer it has become worthless.

Ditto! It won’t let me install updates to Quicken 2015 because of compatibility with my system.

Moneydance… I’ve been using it for many years with no problems or complaints. Can’t beat it!

Does this program allow you to download from bank/charge accounts?

I’d recommend VMWare Fusion that runs inside your Mac, then you can run Windows apps without needing another computer. Not that I’d recommend keeping Quicken, but at least you’ll only have one computer. 🙂

I agree with the others using Quicken it is so easy and logical. Nothing comes anywhere near it.

Others? I don’t think there were any others that posted they liked Quicken.

Quicken is terrible. My husband and I started with Mint and loved it but wanted a few more features. Quicken was NOT the answer. The updating is clunky, you can’t see in the app what you can on the software as far as reports and it takes a long time to get setup.

We’re going to try Moneydance and see how that goes. What a pain.

A pain indeed! I do love Quicken, but I do NOT like being forced into an upgrade. Did you try Moneydance? What do you think? What did Mint not have that you wished for?

Made the upgrade to Quicken 2017 and 7 of my 9 accounts were doubled.

up of no longer connecting. A lot of bugs in the new release.

Nice list of free personal finance software, but I will add Money Manager Ex and Express Accounts Accounting Software. Both have nice features applicable for personal and small business money management.

Thanks for adding the (2) accounting programs because I did not know about them. If my attempt at using the latest version of Quicken Essential for Mac does work out I may explore using either or the other of your suggestions.

ace money is a good one i used it in the past and liked it ,

Why don’t you use it now?

I use AceMoney now too and am pretty happy with it. I am also an ex-Quicken user. Got so upset, frustrated, etc., with it that I got rid of it. I was able to export my data into AceMoney without a problem but I was a simple user of Quicken. I never used all the fancy, complicated financial aspects of Quicken.

I have used MoneyDance on my Mac for all of 2013 after using Quicken from 1994 or 1995. As much as I was sick of Intuit and running software on Windows, I’m probably going back as MoneyDance has been a train wreck. Yes it seems wonderful to manage finances on other devices, but postings duplicate while others disappear.

I replied to Nathan concerning using the latest version of Quicken Essentials for Mac to allow him to drop having to use a windows machine. Possibly my suggestion might be applicable for you too.

As a dedicated user of Quicken for decades I became too frustrated with Quicken’s constant changes and bugs. I decided to move to the cloud. I tried Mint but didn’t like the non-Quicken like features. Since I couldn’t find anything else in the cloud that was like Quicken I decided to make my own. CountAbout was the result. No advertising, complete privacy, add OR delete categories, running register balances and automatic account downloads.

Terrible sign up page. Capcha unreadable. Password requirements not displayed to start only after failing. Go back and reset ad they say already in use. Use a different . Go to sign in say, ‘Invalid contact Support’. Arg, I’m out of here and back to Quicken.

I just tried CountAbout and the sign up page is fine now. I am trying out the 15 day trial. We’ll see.

can you pay bills directly from this program like quicken bill pay?

avoid Ace Money. Terrible support, and if you forget your password, you’re stuck, since there is no recovery option.

I’m out of here with Quicken. First I was forced to update to Q14, I did and now I can’t even open the program. Quicken is very bloated. With every update simple things become ever more complicated requiring more mouse clicks. Cut and paste methods are archaic. They select the defaults (auto downloads from banks before reconciliation) requiring ever more mouse clicks.

Have the same problem with Quicken 14 …forced to update, and now the program won’t work, won’t reinstall, at a standstill here, and not sure what to do next!

Same problem for me, forced to update. It did install and it does work. The file conversion was fine, but it has negatively impacted EVERYTHING else on my pc. Q2011I could leave running for weeks on my pc 2014 I can’t even let it run overnight without causing my browser windows and Outlook and even MS Word documents to freeze and crash. I have to reboot my PC almost everyday now. The only reason I’ve kept using it is to download my banking transactions the way I’m used to doing it.

Using Quicken for many years. Each Yearly iteration becomes worse. Old flaws remain and new ones are created. I am now very concerned each time I use Quicken. I have lost confidence in the program. Is there an alternative – I am looking.

Quicken/Intuit have littles reason to actually spend the money to improve the products. Most of their profits come from getting people to use Government programs while they skim fees for “assisting” them. I hope I can find a comparable product in function but without the numerous flaws.

Same concerns here, dickhb. I decided the incessant need for balance adjustments of late was due to me switching from paper reconcile to online, so I started afresh with my register 01/01/13. I can’t get the account to balance and I have painstakingly checked each and every transaction, even to the point of running my own tapes of the totals. Quicken has lost it’s accuracy in basic math! I refuse to resort to having to add a balance adjustment every month. That defeats the purpose of reconciliation.

This is what I have had to do numerous times: Reconcile using “paper” balance but use today’s date. mark all transactions and then unmark all transactions. Get out of that and open it again using your bank statement or online bank balance. That should get you back to reconciling. FYI: My problem was that my beginning balance per quicken on the reconciliation page was incorrect.

I just quit Quicken when I couldn’t install Q15 because Q14 won’t uninstall, and why would I want to. Also hated Q14 and upgrading to Q15 was a vain hope that it would somehow be better. Sheesh! Hate Quicken, but not sure what I’m going to do next.

Totally agree, Linda! I always upgrade because I love change but even I, after using Quicken 2015 and having it freeze up on me, went back to Quicken 2014. I wish there was a better alternative or even an equivalent alternative!!

Quicken 2015 does not work. It will not update transactions from my bank. Freezes. It will not update prices in portfolio view without freezing. And the portfolio view information on gains and losses is totally inaccurate. I can’t figure out what program to switch to. And, whichever one it is, it has to be able to import 20+ years of data from Quicken. Any advice?

quicken no longer has phone support (quicken bill pay does) SPENT OVER 6 hours today chatting with quicken support and talking to bill pay support – help not good + at times a language battery. I have now purchased 2015 deluxe and I think I am ok (fingers crossed)

I migrated over to Q2015 and something as simple as converting my data file password from 2014 to 2015 didn’t work. I had to uninstall Q2015, re-install Q2014, delete my file password and then install Q2015. How ridiculous! I wish there was a better or similar product to try and cannot understand how something so simply didn’t pass quality control. Very frustrating.

I “upgraded” from Q2013 to Q2015 and was immediately disappointed. The printed check register prints garbage amounts instead of the true check amount, and the “C” column for cleared transactions prints a lower case “r” on every line item, cleared or not. I have used Quicken for more than 25 years and don’t know what to do next. Chat support has wasted several hours and 3 requested callbacks have failed to occur as scheduled. In fairness, the calls come from the Philippines and I received an that the last one would have to be rescheduled because of the typhoon this week. However, two requests to reschedule have been ignored. In my opinion, Quicken support would have to improve mightily to achieve the level of Pathetic. Any suggestions would be appreciated. I’d move to other software as long as I can convert my Quicken data, print checks, the check register, and a year end transaction report by category.

I feel your pain Tom. I upgraded my Quicken 2015 to v-2.3.1 and found that my reports didn’t have a number of categories even though they were checked in the customize menu. I have wasted a couple of hours on chat sessions and have been stood up for 2 scheduled calls. They claim to have eliminated any phone support. Does anyone know if way to talk directly to a real person? I am hesitant to use a use another program since I have 19 years of history with Quicken.

Good news. Quicken released update R4 on January 13, 2015. It resolved the issues I had with Quicken 2015. I’m still unhappy about the number of hours of my life they cost me…

I have v13. After reading the above, what I’ll do is NOT upgrade and stay with v13. All I do is reconcile credit card purchases and update my quarterly stock account. Bank accounts are reconciled the old way. Big deal! so I have to waste 2 mins more time instead of being forced to a “new and improved” versions which, according to the above, is not worth the hankering with non-English speakers.

Good news. Quicken released update R4 on January 13, 2015. It resolved the issues I had with Quicken 2015. I’m still unhappy about the number of hours of my life they cost me…

Well, R4 did not resolve any of my problems.

I’ve been using Quicken since the days of DOS. It has been getting worse with each new release. Recently updated to Q2015 and have regretted it. Am kicking myself since I already hated the product. I have spent INCREDIBLE hours over the years with support. I NEVER get the problem solved in less that an hour. But mostly it takes more than one session since the support rep cannot solve the problem(s). What I find terribly frustrating is that in the last go around, when the update was installed settings where changed willy nilly. I will look at these alternatives but wonder about the functionality.

There’s a big opportunity for sw designers to come up with something to really challenge quicken!

I have been using Quicken since 1995 or 1998..Not sure of the year but a long time. I have Windows 7 now. Since I updated from Quicken 2009 to 2012, I wish I had never left 2009.Then I updated to 2013. When I print up my register like for the month of December 2014,about 10 transactions from 11.2013 will appear but when looking at the register on the software the 2013 dates are not there. Unable to get ANY support from Quicken. Yes when I updated to Q 2013 is when all the issues started and I starting downloading transactions.

from my bank. I had to stop that because of all the issues I encountered again no support from Q. Does anyone recommend another software program? I just want a basic program with managing 3-4 accounts and printing checks. Also to export transactions to excel and use pivot tables to analyze the budget. HELP!!

Also have been using Quicken since DOS, an now unable to log in to m checkbook in 2014 Deluxe. Spent 3 hours with three different persons in chat sessions yesterday. Making statements to them is as if they did not know that they work for Intuit. Was disconnected 3 times suddenly, without explanation. Guess my questions were to complex for them to comprehend. Looking for alternative money program which will accept Data backed up on a.

flash drive Suggestions appreciated.

I have been a Quicken User since Quicken 3 for DOS and am ready to dump them. and all my other Intuit products. I have never had an issue reconciling my investment accounts until I migrated from Quicken Premier 2014 to 2015. Now Quicken is not ignoring certain (but not all) transactions downloaded or entered after the statement end date. This has been happening since the 2015 upgrade. Three excruciatingly long chats and two phone calls so far and all they’ve told me to do is manually unclear all post-statement date transactions and then reconcile. One follow-up Support response from them actually told me to make sure I “enter the correct amount for the beginning balance” when Quicken actually does that automatically from the last reconciled balance. Amazing. I believe my data file got corrupted when I converted in November and now I have three months of data (including a ton of year-end data) entered in a potentially corrupted file. They basically told me that I’m SOL on the data file (even if their program did the damage) since they don’t offer a file recovery service. Interesting because something similar happened about a year ago with a Quickbooks upgrade and they DID fix my file then. I am looking for alternatives for anything Intuit now..

I’ve been using Quicken since about ’91. I’m not one to update every time a new version is released. If it ain’t broke; don’t fix it I’m using Quicken2007 now. I manage 20 accounts; checking, savings, credit cards, stocks & mutual funds. I don’t download bank data. I used to update stock/fund prices, but sometime (after 2007) ability to do that was dropped. Now I do that manually. It’s somewhat of a pain, but better for me than buying unwanted/undeeded (by me) features. Some of my account names have changed over the years. When I change in Quicken, all historical entries reflect the new name, so I just enter “reminder” transactions indicating the old name & date of change. It still works with my tax software. It’s got shortcomings, but I figure changing (even upgrading) is too much of a hassle.

A lot of Quicken bashing for which I agree, but no comments about the suggested alternatives to Quicken.

Is there really an alternative to quicken that will keep track of your banking and download it to a checkbook like.

form? That is all I want. I am tired of the non transparency of quicken. I finally did go to a chat site and told the rep. there how frustrating it is to have software that works and then be FORCED to upgrade with all kinds of new features all of the which I do not want. So for macs what else would work and would my bank be even able to download the information?

I have used Quicken since Microsoft dropped Money, which I used from it’s beginning, and loved. 5 Car Loans, 4 Home Loans, 8 Bank accounts at 3 different institutions, and numerous credit cards. Every change of account or name or card number is an absolute pain in the *** with Quicken – I am determined not to buy 2015. I have hated Quicken since the first install, and it gets worse with every version. I am going to purchase and install MoneyDance, after researching all the options discussed here – I will report back.

How did it work out, Barry? I am mired in a fog of information, but can’t seem to find any SOLID recommendations…

I also would love to know what options Barry, Janett, or anyone else has found as alternatives to MS Money, particularly for those of us who are now on Mac hardware.

I have used Quicken since mid 90’ties and in my opinion it got better and better for a few years and then started a long but persistent decline. I’m an auditor so I know my turf. Quicken constantly introduce new interface and different ways to get around the same content and that’s a big drawback. They are basically wasting your time. And on top of that there are still areas that are far from optimal but Quicken does not pay attention and they certainly don’t improve. One of the areas that are a big mess is printing to PDF. After so many years they still can’t get that fixed. This is a basic function and there is no reason that a user should pay $100+ almost each year to save a file to PDF. For the above reasons I am now switching to another program. It might take a bit of time but Quicken is dead to me. They have proved over the last many years that it’s about profit for them only and not so much about having a quality program anymore.

I agree with you totally, Richard…100%! Can you tell me to what program you switched and how you like it? I am desparate here…

Quicken is fine, but I am fed up with their requiring us to buy a new version every two years in order to maintain online capability. I don’t even use quicken, all I want to do is download bank and credit card transactions but they the ink they are entitled to charge me to keep using software I pay for. Screw that.

I agree with Alma – Paying every two years for an update – I only use if for my checking account – onto Money Dance – Thanks for the recommendation.

Considering this is software they have been selling for years, you would think by now it would be bullet proof. I have found that the changes year to year require the user to re-learn where to find critical bits. The changes in recent years have been huge time wasters for the user. The bugs in 2015 have left me unable to open my data files because the program has me trapped in an error loop at registration. Support is only available through a chat page. I spent hours on there with a tech only to be told that this is a problem they are aware of and that many other users report the same thing. They assured me that every effort would be made to correct it and wished me a good day. I asked if I would be contacted when they fixed it? I was told there would probably be a or the fix would be posted as an update. Then I was politely thanked for allowing them to be of service to me – meanwhile I have no clue if, or when, it will be fixed and I can’t get back to my old software which was an online download.

OMG I am so fed up with Quicken. I’ve used it since 1993! On to Money Dance. Downloading now …

So how do you like MoneyDance?

Another long time Quicken user here–since the early DOS versions–with all that historical data that’s about to go to waste because I simply can’t stand using the program anymore. Thank you, Intuit, for providing business schools with a textbook case of how to ruin a once great software program.

Had my info from turbo tax hacked and couldnt get anywhere them. turbo tax is part of intuit and so is quicken. Went to intuit and found an address for president of company. ed him and within 6 hours I was getting phone calls to help me with my problems..

I LOVE this post!

For well over 20 years I have used Quicken, recommended it, taught it to students, and touted its virtues among the easy to use, accurate, and user friendly personal and small business accounting programs. I have gone through over 15 Federal audits using Q … all without misplacing a penny. However, it is obvious to us all, the current users, there is no such thing as customer loyalty within Intuit any longer – or perhaps there never was. I agree to move on and let Q die – no need of beating a dead horse and lamenting any further. I too am on to Money Dance. Let’s keep the simple simple (kiss) and say goodbye to Intuit.

How do you like MoneyDance?

Somebody who just switched, please report on how you like Moneydance on Mac! I’ve been going round and round with Quicken just to get my Windows file converted, and they are taking their sweet time. I want to hear that Moneydance is awesome. I want to hear that you will never look back. 🙂

When I imported my accounts to Moneydance, the balances were all incorrect, and I wasn’t about to spend a bunch of time figuring it out! I’m coming up with my own solution instead, want my accounting accessible from anywhere 🙂

Did you come up with a solution (your own solution); and if so, what?

Not on a Mac, but I had no problem bringing my Quicken files in to MoneyDance 2015. It is very easy to use, easy to set up reports, and I love being able to sync my AND my wife’s phones via dropbox sync. I use it for personal and business checking records. Won’t ever be going back to Quicken….

Will MoneyDance allow you to download transactions from banks and credit card companies in Canada? That is the feature I miss the most since my Q2014 expired and will not be held hostage to Q2017’s annual renewal scheme which locks you out if you do not renew.

I, too, am walking away from Quicken. Just updated it this a. m. – then this afternoon, tried to log on and the automatic update to No. 5 got caught in a loop. My computer message was to reload my current 2015 version or call help. I called the Quicken Help Number only to hear from them that my data was corrupted . To fix it, the charge would be $399.99 (one year of tech support). On to MoneyDance….

I was about to “upgrade” to 2015 when I saw this thread. I’ve been using Quicken since the early 90s. I’m download GnuCash, and will write back on how it’s working.

I, too, would appreciate someone reporting on MoneyDance or any of the other options. I just use Quicken for my checking accounts and a couple of credit cards, not for investments or real estate. I’m self employed, so I made up basic categories for that.

Well, so far I’ve had a couple of issues:

1. For some reason, the import of Quicken data resulted in some payments to my Chase credit card, from my Chase bank account, being listed twice. Of course, that screwed up the balances, but I was able to hunt them all down and fix them.

2. I just can’t seem to get the bank download to work. I’ll keep trying, but if this doesn’t start working, it’s a deal breaker. I’m trying to do it with my Chase account, which should be pretty straight forward.

I’ll write back as things progress…

Well, I’ve given it a good shot. I just can’t get the online banking to work, and that’s a deal breaker. I realize it’s an open source project, and it WILL get better as everyone contributes, but I’ve got a pretty full plate right now. I just can’t spend any more time on it.

I’m going to try AceMoney. It’s free for 30 days, then it’s $40. I don’t think it does the quicken “3 years and you’re out” nonsense. I’ll write back after I use it for awhile to let anyone who is interested know if it’s worth buying.

Thanks for sharing your progress, Russell. It was very helpful. I’m willing to pay for something that works. How did you like AceMoney?

As Intuit expands its profit model customers will find an alternative. Personally I am quite fond of a simple spreadsheet.

Was a DOS user also and started my business the same year Intuit started Quicken Home & Business. Been using it ever since. Didn’t update every year until the last three but my 2015 just need an update and now will randomly add a password to the data file which locks me out. Takes me about an hour to recover from the backup file, entering all my invoices from memory and matching them to my deposits. Just off the chat to hear the problem has been escalated and I should get an in one or two business days. Interesting there was a password removal tool for removing this password but it didn’t work, so now I am stuck and looking at my options. If there is anything that has a Home and Business option, I would like to try it. Several have asked for feed back but I have seen non, hoping people will write back.

Just tried GnuCASH and MoneyDance (PC) – Neither will download from my bank like Quicken does. Too bad as Quicken sucks…just everything else sucks more. That’s Intuit’s marketing message.

I have been using Quicken since the 1990s, but when I upgraded my operating system to Windows 8, it was no longer supported. I tried to upgrade on the internet and found that by not being resident in the US or Canada, it was no longer available to me. (So much for customer loyalty). I don’t want to lose several years of financial history. Is there any software that I can use where I can migrate my Quicken d/b? And will this software be as easy to use as Quicken was. I am not a financial guy, so I need to keep it dead simple.

I need a program that will let me import my quicken data and download my credit card and bank statements. Do any of these qualify?

Yes, almost all do – some flawlessly, and others not so much. In part that.

is dependent on how well you set up the Quicken accounts to begin with,

and how complex your financial records are. Read the reviews on the product you are interested in. Go to the website of the.

product you are interested in and verify it.

I have had Quicken for ever and even though buying a new version every three years is OK, now with 2015 and updates I have problems open it and opening the files. I am fed up with them. Comments ay Gnu Cash and Money Dance cannot download from the banks. What real alternative is there to Quicken.

Double check the presumption you cannot download directly into these programs at their respective support sites. Both seem way too seasoned to not be able to do so using quicken formats, etc. from your bank. I think you can. MoneyDance used to offer a free trial – with limited downloads. Try it. GnuCash seems very well liked by the Linux users, but limited to Linux OS. At some point I might try it and configure my laptop to dual boot.

gnucash is supposed to work on all OSs.

After a phone conversation with Quicken I got the system up and running. However, now when it downloads from the banks occasionally it reclassifies transactions that I had previously done. Now each time I download from the banks I have to watch the classifications so my accounting does not get screwed up. Anybody else having that problem?

Neither of the two links you posted works, fyi.

Well I had been a Quicken user for 15+ years, and I have watched it go from bad to worse over the last 10. Most recently it was actually screwing up my account records. When I searched around for an alternative, I came up with CountAbout. It does everything I need to keep track of my accounts. I never did use Quicken for investment tracking, so this was not important to me.

What was important was the ability to access my info from my Android phone. Of course you can do this with Quicken if you go the “sync with the cloud” route, but if you are going to do that why not have it in the cloud in the first place? I find it liberating not to have to worry about a locally-based database, with all the backup implications.

I have been an “early adopter” of Countabout for almost a year now, and I have to say that I am very happy with the product, its capabilities, and the incredibly rapid support response. For me there is no looking back.

I have not opened Quicken for at least 6 months. I am not concerned with importing all my old Quicken data. I keep it around for historical reference purposes, but that’s all.

Of course CountAbout has just released the Quicken import feature, for those who need it, along with a limited inclusion of investment balances, and multi-factor authentication.

I’m very happy with CountAbout, and as long as they keep it as clean and light as it is now, I’m sure I will stay with it.

Thanks for taking the time to write this! It helps me out. I too can no longer stand Quicken after 15+ years.

and now countabout is also owned (powered by) Intuit. Just curious, how much did you make off the sale?

I think that refers to the fact that CountAbout uses a service from intuit to update accounts. As far as I know, they are still independent.

Do any of the above software import Quicken files – so you don’t have to start over?

Almost all do – some flawlessly, and others not so much. In part that is dependent on how well you set up the Quicken accounts to begin with, and how complex your financial records are. Go to the website of the product you are interested in and verify it.

Quicken said I could change the name of an account, but it just started a new one. I pushed update on one of my accounts and after that tried to reconcile … Quicken put that as my last statement date, so I can’t reasonably reconcile the account. A few months after I had upgraded to Q15, it told me I need an update. The update cleared upteen years of data. Even though I had been sync’ing, they said I’d need to spend $400 to get this help, which restored to last statement .

I DON’T WANT ANY SOFTWARE ATTACHED TO MY BANK .. just give me straight forward accounting system that works on, for, and within my computer.

Is there one out there?

I’m with you, Harold. I don’t go online to any of my financial providers. I need simple, for Windows, with expense classifications; like groceries, take-out/restaurant, entertainment, grooming, etc. For insurance co-pays, charitable, Schedule A, I want to print reports for my tax lady.

I’m in a quandry. Help! I live in Brazil and have been using Money since 2003. Just bought a new pc, which doesnt have a dvd slot so I can’t install the old Money software (not sure if Money will even run on Windows 10). I tried a free trial of Mint online, but one of the first steps is that you need to hook into your US bank, which I don’t have, my acct is here in Brazil. Does anyone know of a good downloadable program that will handle basic personal finance and account management?

you can download MS Money sunset here:

For about $20 u. s. you can get an external DVD drive to plug into your new computer via usb and install your old software.

DO NOT BUY QUICKEN.

Quicken 2016 is the absolute worst version of Quicken I have used. Do not upgrade from 2015 at least until Intuit has worked out some of the bugs. On R3 and still hate it … reconcile feature no longer works and there are some other irritating bugs. Customer support was unable to assist in correcting these.

I agree completely. 2015 had some issues but at least it worked. I moved to 2016 and it’s been nothing but issue after issue. The non-native-speaker tech support just makes it worse.

Has anybody tried Money Manager Ex (moneymanagerex. org)? I’m starting to like it, although I don’t think it can convert 17 years of data from my Quicken AU 2007 data file…

Quicken 2016 forces online login to do any processing. I’m definitely not happy with being forced to let them into my financial transactions and have uninstalled 2016 and gone back to the last version. I’m looking for an alternative. Suggestions welcome.

I don’t think they force you to use any feature, it is a choice.

One buys the damn software to automatically download transactions. If they shut it off after 3 years, the software is worthless unless you use it as a glorified checkbook ledger. If THEY shut off pieces of their software to force you to upgrade to a poorly written POS, I have a problem with that. BTW, I find a new bug each day as I try to get this turd to work.

I use it as such. I track transaction of spending and report on them. It is very useful as such.

Used to use quicken a LOT, I really liked how I could search for a phrase and recategorize or add a memo to every item that the search came up with, or just some of those items. Does anyone know of another software that will allow me to do this now that quicken’s gotten greedy as $**t?

WOW – and I thought I was the only one feeling alienated by Intuit. Hate Quicken 2016 especially after Intuit required me to upgrade from 2013 (they literally turned off the bank download feature). If I could hack Quicken 2013 OR find a clean copy of Quicken 2015 and hack it – I would turn off that 3yr timer.

Anyway, thanks for the alternatives and feedback. I’ll be looking into them once again.

I am still on 2010 version. The bank keeps track for me for the investment part. I keep track of the spending on Quicken and do my own reports which have been worked on and added to for 20+ years now.

I simply refuse to be strong-armed by Quicken or any other software company…I too have 2013 and I’ve simply been entering all the data myself.

I am forced to give up on Quicken. They extorted me to buy 2016 to continue to download from the bank, the force the login, and that does not work. Everything in their community points to the mondo patch that is supposed to fix everything and it comes back with “not for your version of software” … and the fact that they have no online or telephone technical support at all for consumers tells us everything we need to know about their commitment to anything but the almighty dollar … ao thanks very much for the article …

I agree wholeheartedly!

will any of the open source programs read and interface with existing quicken files?

I went to Quicken after Microsoft stopped supporting Money. There are many things I like about Quicken, but there is no consistency that these things will work. For instance today it will not let me download from the bank without reentering my password with Intuit. I have used three different logins all with correct passwords and every time I get their error message. I’ve had it. Thanks for all the feed back, I will switch to CountAbout ASAP.

I have Q10 installed and am still using it. I use my credit card much more than my bank accounts. I simply download my card info to a QIF and then manually import it into Q. I manually input and chequing/savings info into Q10. I actually own Q12 but never bothered updating it…and based on this thread I likely won’t bother since my system is working fine for me. I must admit I was thinking about buying Q16 to get into downloading my banking accounts again likely, but based on the horrible reviews and poor/non-existent customer service exhibited by Q in these posts. Thanks for the warning!! I hope to find a free program that will seamlessly upload my decades of Q data and will allow me to download from Canadian banks.

You didn’t specify, but do any of these alternatives work with TurboTax? Also, my Quicken backup files are QDF. Moneyspire won’t accept that. Will any of the others?

I detest Quicken, always asking for a password of some kind and nothing gets downloaded from the bank.

in the correct category. I’m searching for another personal financial software that will work as quicken and allow me to track my rental properties. I’ve been researching Banktivity which was once I Bank, and Money dance. Has anyone tried using any of these two software’s.

Like everyone else out there, I hate quicken since it has really screwed up my accounts. It has no flexibility and makes it hard to organize the way you really want it to be. For some reason there does not seem to be another program that does what I want. With Quicken 2013, things were working pretty good, but Quicken 2016 is the worse version I have ever had. I would like to start over and just import the past 5 or 6 years from my Credit Union and start there. I don’t want the program downloading any information for me. I will do it myself manually since I only update me accounts on my computer about once a month. I have given up on using the check book recorder method and keep it on my computer. I keep a log of my CU on my computer in Word and it is easy to see where things are. I update that ever month from the CU. Like so many other things in Obama’s World keeping track of your money seems to be getting harder and harder. I just want something simple that does not make it almost impossible to update information. I keep looking at the Quicken Alternatives and not sure that any of them are much better.

You are seriously blaming the Obama administration for your woes with money-management software? Okay….

I’m another long-time user of Quicken who will never again open it. When I bought the update from 2015 to 2016, I expected improvements. Instead I discovered that they had switched the category and memo columns — without warning.. Since I had data for the first quarter of 2016, it was impossible to post to those two columns (and it was impossible to switch them back!) and still get reports that made sense. Since April 2016 I have been using Excel and a homemade workbook there. It’s not as sophisticated but at least it doesn’t carry a hidden sting.

Just got the notice that Quicken 14 with be discontinued as to connected services….went to their forum to read about the upgrade to 17….that site will scare you….sounds like a POS to get working….looking for something else….I use Q14 for check writing from my bank to creditors, downloading my check/saving deposits…pretty simple user….but boy have they messed it up….

I am trying to get hold of a copy of Quicken deluxe that I can use over here. I do not want one that connects to the bank as I input manually. Can anyone advise me which edition will work with Windows 10?

OK, so we all have established that we hate Quicken. what are you using now that you have liked?

I do not want my accounting on the cloud.

I do want a software that will neatly download my bank and PayPal accounts like my quicken 14 did.

My spouse and I have been having trouble with Quicken 2015 when we download.

transactions from Capital One to balance our monthly statements. Sometimes one of us will not have saved an internet purchase receipt so can only go by the download.

However, many times the download will not have the same company name on a given.

purchase versus what the receipt said or the change will be off from what our receipt says. Then I get the blame for not recording it correctly which does not make for marital bliss?. I cannot help but wonder about compatibility issues between software.

from two different documentation systems. My plan is to record my entries take a screenshot then when he does the download show he messed up data transfer is.

Mentioning concerns about a virus or incompatibility is never considered an option.

From my experience Quicken has potential for greatness but does have its setbacks.

I bought quicken but cannot use it. I do not want anything to have a live connection to my bank account. I want to download the data and import it into an application that I can use for sorting and searching. Quicken will NOT work with bank account data without a live connection.

Moneyspire is also a great Quicken alternative – moneyspire.

I agree with George – Moneyspire is the first one that worked for me, of all the ones mentioned.

I’m fed up with Quicken 2016’s new NAGS, wanting me to switch from the software that I THOUGHT I OWNED, to YEARLY RENTAL for the SAME PRICE EVERY YEAR!

So I’m looking for something else that I can OWN, and it won’t do that!

ALL I need is a similar checkbook program that will import, save and export in QDF format, so I can replace Quicken! I don’t do any online banking or finance AT ALL.

like this article, written so a non tech can understand issues. really helped w quicken problems. will take advise and check each app then migrate befroe my quicken gives up.

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