Quicken Essentials for Mac

Quicken Essentials for Mac
License:
Full Version
Language:
English
Developer:
OS:
Mac OS X
Updated:
See detailed info

Softonic review

Nick Mead

“Powerful but disappointing personal finance suite”

by Nick Mead about Quicken Essentials for Mac

Quicken Essentials for Mac is a powerful personal finance suite for Macs that aims to bring all of your finance needs under one umbrella.

Quicken Essentials for Mac is the successor to Quicken 2007 and has been a long time in coming. Many may be surprised by how bloated it has become. Quicken Essentials for Mac certainly tries to fit a lot in - it allows you to view all of your bank accounts in one place within a heavily revamped interface that aims to make things clearer.

Quicken Essentials for Mac automatically categorizes transactions so you can see where your money is going plus snapshots of upcoming bills and paychecks. It also supports importing of data from earlier versions of Quicken as well as the Windows version. Annoyingly however, major features such as the ability to pay bills, store investment transaction history and export to TurboTax have been dropped in this version.

Quicken Essentials for Mac also leaves something to desired on its much vaunted reporting functions for many users. The way it handles calculations of money in and out isn't as straightforward as it should be and you can't arrange categories in batches very easily has been noted. It's also rather annoying that there is not trial version available with which to assess whether its worth trusting Quicken Essentials with your finances.

Quicken Essentials for Mac is a powerful finance suite but the decision to drop many online features and lack of improvement in certain areas mean it will be a disappointment to dedicated Quicken users.

Pros
  • Automatic categorization of transactions
  • Supports online banking
Cons
  • Doesn't support bill payment online anymore
  • Doesn't store investment transaction history anymore
  • Doesn't export to TurboTax anymore
  • No trial version available
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