1. Quicken For Mac Review

The transfer account is odd. That seems like more effort for Quicken than to just do a direct transfer between 2 accounts? I don't use reconcile much since I reconcile with almost daily downloads. I'm wondering if 2017 cleaned up the dividends issue. I guess I could try it and find out, but would love to hear if someone who came over in the 2017 version has similar issues. It doesn't seem to, since when I double click to see the itemization the numbers don't match. But as I said, Quicken for Windows (and Moneydance which I also tried) didn't give sensible numbers here either.

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While I like Mint.com, I like the ability in Quicken to manually enter transactions and cash flow out the next 30 days. Anyway, I have a 401k with Vanguard. Mint.com shows the full value (number of shares X share cost).

Thebeek Direct Connect was problematic with our local bank. Essentially all their clients got what the bank paid forThey’ve changed their interface, taking some effort on their clients part but well worth it. I use my Mac on chart and trade platforms but went to PC in ’07 with loss of Mac bill pay. May now go back; thanks for “you all’s ” input. Always looked at Mac as personnal home finance at most, not portfolio or accounting oriented.

Is your 401(k) account connected to the brokerage for transaction downloading? If not, have you tried to connect? Downloading transactions from the brokerage, provided they do support downloading into Quicken for Mac, should take away the drudgery of manual data entry.

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This is completely optional and not obligatory but is there if you want it. • It syncs accounts seamlessly in one place. If you’re tired of constant syncing issues and problems with Quicken, Personal Capital is a breath of fresh air.

I think Moneydance uses the last check# entered incremented by one. A weird quark in iBank is when you what to type “check” into the TYPE field you have to enter “che” very fast or it defaults to “charge”. VOIDing transactions: both have to be done completely manually and you have to zero out the amount. Reconciliation: both seem equally easy but the approach is different. You just need to learn it.

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Unfortunately, there’s no longer a mobile app though. MoneyWell Express was the mobile version of MoneyWell but was discontinued in early 2018 due to syncing issues. MoneyWell costs $72.60 but you can also.

Mint recognizes them all passwords and so do the individual account web sites. I'm curious how Quicken compares to iBank. I've heard iBank is supposed to be awesome but it seems to be a lot more expensive. $60+$40/yr for Direct Access.

Quicken For Mac Review

Today announced the launch of Quicken 2019, the newest version of its popular finance and budgeting software for PC and Mac. Quicken 2019 introduces web access for the first time, designed to allow Quicken customers to manage their finances online using Chrome, Safari, and other web browsers. Users are able to check their balances, monitor transactions, view budgets, check spending trends, view past expenses, and access info on their accounts and investment holdings at any time.