#Moneywiz for mac review for mac#
#Moneywiz for mac review update#

Let me be clear about something before I get into what’s changed in the latest version of Quicken. I chose the high-end version because I needed the investment accounting and tracking features. I planned to run parallel systems between Mac and Windows, but that became too much effort, so in January 2017, I switched entirely to Quicken Premiere for the Mac. I finally took the leap in 2016 after Quicken 2017 for the Mac was released, and initial feedback was mildly positive for the first time. Each year I would await the latest incarnation for the Mac, only to be disappointed by the one-star feedback of early adopters on the Mac App Store. I had to run Windows virtually inside a Mac which was a hassle, so I was eager to move to the native version of Quicken. I switched over to Mac for most things about 15 years ago, except for Quicken which initially wasn’t available at all, and early versions were either too basic or too buggy.

#Moneywiz for mac review for mac#

Quicken for Mac – A Painfully Slow Evolutionįor most of my time on Quicken, I used the Windows flagship version of the program. With this background and financial situation, I have had many opportunities to evaluate and tug on the boundaries of Quicken as a personal finance program, particularly on this evolving Mac version of the software. I’ve always tried to be disciplined when it comes to money, a natural-born planner, and I’m comfortable managing my own finances. My finances mirror those of many mid-life families: a half-dozen investment and retirement accounts, college savings accounts, a home, etc., though working for a publicly-traded company these past twenty years has also allowed me direct experience with stock options, restricted stock units, and a variety of employee benefit programs that follow that kind of employment. I began my career in public accounting, and while I no longer provide accounting or auditing services to clients, I am still a licensed Certified Public Accountant here in the state of Washington.

#Moneywiz for mac review update#

In this post, I’ll share an update on how it’s gone using the latest version of Quicken, Quicken 2019 for Mac. A little over two years ago, I switched to the Mac version of Quicken which I wrote about here.Īs I wrote then, I had very high expectations for the Mac version under new leadership, independent of Intuit, and the financial benefit of a new subscription-based business model. Though I started on a Mac, and use a Mac today, the vast majority of my use has been on Windows. I have been using Quicken to manage my finances since 1989, making this my 30th anniversary with the program. See my Quicken 2020 for Mac Review for the most recent review.