Original review: Nov. 30, 2018 I have been a Quicken user since 1986, (32 years now) and it was originally a pretty good, pretty well-supported product.
I have used various versions from that very early one up to and including QW2014. I will not upgrade further and will not pay them continuously for a failing product.
Quicken for Mac OS provides you with an interface in which you can save the budget and can them whenever you want. The application automatically pulls the budget tracks the expenses and see what you have left to spend. It also provides you with a graph in which you can easily understand where. Quicken 2019 for Mac isn’t a bad choice for new users looking for a native and local MacOS app. It does what it needs to do and will satisfy the needs of many users, though it’s still lacking some of the features many Quicken for Windows users are accustomed to.
First, I'm a retired 'techie' with 42 years of IT experience from beginning programmer to Database Administrator maintaining hundreds of databases on about 50 virtual server instances. Over the years I have dealt with numerous financial institutions, and have all my financial records, including years of investment account transactions housed in this product.
As I have aged, my investment savings records have become far more important than cash and credit accounts records. Granted over the years I made a few mistakes with Quicken in the area of retaining data in my current file.
Data Entry and Editing Shortcuts 5. Data Entry and Editing Shortcuts • • • • • • 6. Formatting Shortcuts 6. Selection Shortcuts • • • • 5.
This is because I have experienced performance problems as the file grew, to the point it would take ten seconds or more for the update of a row of data in the register of all accounts. With my decades of experience in handling data, I know this has to be a structural problem. So the logical thing was to leave behind accounts I no longer used. HOWEVER, I made the mistake of leaving behind some of my retirement savings and investment accounts. Now I would like to have my complete investment history in a single complete file.
This involves nearly 100 thousand transactions housed in about 15 different accounts from over the years, including various employer's 401k plans. Intuit has apparently made some very poor design decisions in their 'secret' file formats, resulting in the lack of ability to export/import investment transactions between files. They blame this on their claim that investment accounts 'do not have a real transaction register'.
All of my 32 years of Quicken data files have faithfully been upgraded and will all work with QW2014, so are 'version compatible'. However, they will no longer support the movement of my investment transactions between their own files. I have never used downloads from financial institutions, so that is not an issue. Now think about the situation. Quicken can visually present my investment transactions in a 'register' format.
I can enter my investment transactions in that register. If they can 'build' the register, and I can manually create the data, why can't they export/import the same data to a different file?
They must have done something really, really stupid to create this problem and they should get it fixed. After having spent months of researching this situation, I've found no good method of fixing my data other than printing transactions lists from old files and manually re-keying my historical data into my current file. I know there are supposed to be ways you can 'hack' the investment transaction exports by editing the files that will supposedly allow this, but I shouldn't have to hack the vendor's own data to move it.