Quicken for Mac: A Review from a Seasoned User

As someone who has been using Quicken for over three decades, I have had the opportunity to try out various versions of the personal finance software. My experience with Quicken started on the Mac back in 1989, but as the program evolved and became more basic, I switched to the Windows version, which offered more features that met my needs. However, after almost twenty years of using the Windows flagship version, I returned to the Mac and began using Quicken for Mac 2016.

Using a virtualized version of Windows inside my Mac allowed me to continue using Quicken on the Windows platform while still enjoying the benefits of running a Mac for most other tasks. With my background in public accounting and my experience managing complex financial situations, I was eager to see how the latest version of Quicken would perform on the Mac.

My Financial Situation

As someone who has always tried to be disciplined with their finances, I have had many opportunities to evaluate and push the boundaries of Quicken as a personal finance program. With my work in a publicly-traded company for over twenty years, I have direct experience with stock options, restricted stock units, performance shares, deferred compensation plans, and various employee benefit programs. My finances mirror those of many mid-life families eyeing retirement, with multiple investment and retirement accounts, college savings accounts, and a home.

Using Quicken for Mac 2016

In this review, I will share my experiences using the latest version of Quicken for Mac, including any new features that have been added. As someone who has used both the Windows and Mac versions of Quicken, I will make feature comparisons between the two platforms to help users decide which one is best for their needs.

Overall, I am pleased with the progress that has been made in developing Quicken for Mac 2016. The new subscription-based business model and independent leadership have brought about significant improvements to the software. If you are a user of the Windows version of Quicken considering switching to the Mac, this review should be helpful in guiding your decision-making process.

In my next post, I will share an update on how it has gone using the latest version of Quicken for Mac, including any new features that have been added. With over thirty years of experience as a CPA and multiple decades of using Quicken to manage my finances, I believe that this review will provide valuable insights for anyone considering switching from Windows to Mac or simply looking for an update on the latest features of Quicken for Mac 2016.

Quicken for mac 2016