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Update #16 from Quicken Marcus

Today we launched Quicken 2015 for Mac.  It has a new user experience designed to look at home in Apple's new operating system Yosemite, richer investment capabilities and the ability to sync cash and credit accounts with the Quicken Mobile products.  Check out our new website at: http://www.quicken.com/mac.  In my opinion, it's a really great upgrade for Quicken Essentials users but may still not include the feature set that Quicken 2007 and/or Quicken Windows users need.  Check out our comparison chart at the new Quicken.com/mac site http://www.quicken.com/mac/compare and vote for the features you need.  Additional product features and capabilities are expected to be released throughout the year to continuously improve the feature set. All of these new features will be free to Quicken 2015 customers for the first year.  These additional features and capabilities would be offered only when and if made available by Intuit.  

I've said this in previous forums but it never hurts to continue to highlight our plan going forward.

1) Quicken 2007 is based on an old code base and will not be updated any more.

2) We rewrote Quicken Mac from scratch built on top the latest Mac technologies and the first version of this was Quicken Essentials.  It takes time to add back all of the features that it took 25+ years to build.  

3) Quicken Mac 2015 is built on top of the great Quicken Essentials software foundation.  This is the code base we'll continue to work on.  Adding Investments and mobile sync were the hardest features to add so I'm hoping we can accelerate the addition of other new features.

4) The plan is to continue to update the product through out the year providing free updates to Quicken 2015 customers for the first year with more and more features that Quicken 2007 and Windows users request based on what our beta community asked for but also how people vote on the new Quicken.com/mac website.  We cannot provide a list of specific features or a time frame for when these enhancements will be added.  

5) Our hope is that Quicken 2007 users and Mac users who are currently using Quicken Windows will check back periodically to see what features we have added and then consider whether Quicken 2015 is the right product for them or not.  

6) Long term it is our goal to provide a Quicken Mac product that a large majority of Quicken 2007 users will be excited to switch too.  Until that time, Quicken 2007 for Lion will continue to be available to customers.

I want to thank the thousands of beta testers that worked with us to get the Quicken Mac product to this stage.  They are an awesome group of people and played a very important role in helping us find bugs, refine the product and to provide a voice for the Quicken Mac community by suggesting future features we should work on. 

This is only the first step in our journey of rebuilding Quicken Mac. 

Thanks, Marcus

Please follow me on twitter @softwaremarcus.

  • No bill pay support from within the program? That's a non-starter.
  • I was looking forward to this upgrade for over a year  . . . but now it just seems like you all just put some lipstick on the pig called Quicken Essentials . . . . .  it seems like there will be critical features not supported (e.g., loan amortization) . . . and there is lack of a discounted upgrade path; $75 is a bit stiff.   Please tell me that the latest rev of Quicken 2007 for Lion will continue to work on Yosemite.
  • As the post above indicates, they are rebuilding Quicken for Mac, but can't get there in one shot. Now the architecture is set and modern plumbing has been installed, and they're building up and out from this foundation. If you haven't already, you should take 30 seconds to vote in the poll about missing features most important to you: http://www.quicken.com/mac/compare

    Meanwhile, several people have said that Quicken 2007 for Lion appears to work perfectly well under Yosemite. Intuit won't guarantee it, and they won't patch it if Apple makes some change that breaks it, but it looks like Quicken 2007 may have another year to live for those who want features not yet built into Quicken 2015.
  • Using the latest release of Quicken 2015 (2.0.3), I continue to have difficulty with Windows file conversions even though this issue was meant to be resolved with the latest release. After using the latest version of the Windows converter (provided by Quicken 2015 2.0.3) I continue to receive read only errors after converting a file and I also receive errors that I am not using the latest version of the Windows converter after seemingly downloading the latest version provided by the program. I would appreciate a quick fix to this issue so that I can convert my Windows Premier 2014 file. Thanks.
  • This thread has become an unwieldy mix of questions and issue reports that may or may not be related to the original topic. If you have a QMac2015 issue, please start a new topic and include the details of your issue. If you have a suggestion you'd like to discuss, please start a new topic and tag with the Quicken Mac future tag or post your idea on the QMac2015 feedback page:

    http://intuitquicken.zuberance.com/reviewV2/start/92868615

First off: Congratulations on shipping this new version!  I've been following these "Quicken Marcus" updates for 2 years now, and have remained hopeful that the end product would live up to our expectations. Many of us recognize just what a huge undertaking this has been, and greatly appreciate the time, effort, and attention to detail which Marcus and team have brought to the table.  Kudos, all - thank you for the work!

Of course, there are obviously a few (?) concerns to be raised:

  1. The $75 purchase price (with no upgrade pricing) is obviously a bit steep for many.  Understandable, but it would still be nice to recognize those who may have purchased Quicken Essentials, and offer them even a token rebate on the purchase of this (distinct, but still related) app.
  2. There is no indication within the current Quicken 2007 version(s) that this new product exists. "Check for Updates" merely reports "Quicken 2007 16.1.4 is currently the newest version available." This is arguably "correct", but quite misleading.  Strong suggestion to enhance that version checking in the older app to notify users of Quicken 2015 for Mac availability (clearly indicating it is a separate, paid upgrade) - ideally, with a link to the product page, to obtain more information.
  3. Many of the reviews I've read so far are positively slamming the product - most certainly without any direct experience with it.  This is somewhat understandable ("Intuit abandons us for 8 years, and then gives us only another limited-feature version??!!"), but I hope the development team recognizes the frustration on the part of these users, and will clearly indicate when features have been re-added, to make this a full-featured product once again.
  4. Related: Allowing (potential?) users to vote on our "favorite new feature" is nice - but it should be clarified that ALL these features are already-planned additions to ensure the product is as full-featured as possible, and that voting merely helps to prioritize their order of implementation.  (Uh, correct?)
  5. That being said, many of the positive reviews (in the "What people are saying" section of the product page) really seem to reek of astroturfing:  The use of the full product name in each case, the awkward (but very marketing-speak-ish) phrasing of the praise, etc.  Plus, how is so much input available immediately after the product launch - even prior to it showing up for sale on the App Store?  I'm hoping these glowing endorsements are from members of the (external) beta test team … but this assumption seems questionable.  I'd strongly caution the marketing team to ensure that all such featured testimonials are genuine, to avoid any risk of an inevitable (and possibly incredibly damning) backlash.
  6. Even after reading all the product information, I'm still unclear on the syncing features (one of the most-critical features for this product):  Will I be able to enter transactions on both my iPhone, my wife's iPhone, and my iPad - and have them all integrated into the "main" registers in my account file?  How is this syncing performed: Is it via a separate sync server (convenient and always available, but a potential security risk), or only peer-to-peer when on the same network sub-net (secure, but MUCH less convenient)?

All that being said (whew!): I will be purchasing this new version as soon as possible, and taking it for a spin - hoping that I do NOT need to take advantage of the 60-day money-back guarantee.  I'm thrilled that our interest in the product seems to have been genuinely considered, and has helped shape the form of the final result.  I am hopeful we will soon see complete feature parity with the Windows version - perhaps even some Mac-only enhancements, to take advantage of OS X Yosemite?

Once again: A huge THANK YOU to Quicken Marcus & team, for this effort.  Please ignore the overly-vitriolic responses from the community at large, and recognize that there is a large base of current and potential users, who greatly appreciate the work being done.  Please continue to support and enhance this product on our platform of choice.

  • I'm a newbie here but a long-time Quicken (Windows) user since Intuit purchased Parsons Technology to own their program, MoneyCounts. MoneyCounts was a Windows 3.1 program built on C, as I recall, and was a fine product.  I have also beta-tested my employer's software and can attest to the painstaking methodology involved.  So I know this project was a major task.  I'd rather inquire about enhancements.  I hope some of the features under consideration include reporting by category groups; I classify categories by essential and lifestyle expense and income. I have set up such categories in the description field but I doubt that will work.  I miss the embedded calculators in the registers as well as register lines.  I hope the variety and cosmetics of the reports improves.  (I am a Windows 8 refugee, by the way.  We could not get that o/s to work in more than a week. I returned the machine and bought a Mac, was up and running in 5 minutes, and I'm very happy with it. )  Thank you for the new Quicken for Mac.
  • Please visit this web page to vote for the features you feel are most important for upcoming development: http://www.quicken.com/mac/compare   (scroll down to the lower half of the page). Improvements to Reports is one of the items on the list. There is a basic calculator in the registers now, but the QuickMath feature from Quicken 2007 (don't know if it's in the Quicken Windows version) which allows you to set up a key for calculating sales taxes is not -- I miss that in Quicken 2015, and hope it will get some developer love in the forthcoming updates!
  • +1  I second that
  • Quicken 2015 has calculators embedded in the register.  Just hit the "=" sign or click on the calculator icon to bring it up.  It doesn't look like a calculator but I think it's actually better.  It's more of a readout of your calculation.  I'm not sure I fully understand your question regarding the categories but we do support expense and income categories and also nested categories and have a category report so I think we should be able to do what you're asking.

Marcus,

   I just converted from Quicken 2007 on the Mac. The Budgeting on Quicken 2015 is unusable. It does not transfer from 2007 and there does not appear to be any way to enter a yearly budget, just goals for the current or past month. How do you enter a yearly budget. Many items only happen once a year. The budget function needs to be much more like in Quicken 2007 to be usable.


          Allan

  • I think most people who have used the budget section of Quicken 2007 will agree with you. This is one of the areas of Quicken 2015 which unfortunately haven't yet been upgraded since Quicken Essentials was originally built as a stop-gap building-block four years ago. Hopefully, it will be an area the developers will focus on in the months ahead. If you haven't already, you take 30 seconds to vote in the poll about missing features most important to you: http://www.quicken.com/mac/compare
  • This is the single most important function for me. I am still using a very old mac laptop to do my monthly budgeting. I was upset when Intuit dropped the bill pay function with Quicken Essentials, but have learned to live with that change ,and the Additional Cost to use Quicken Bill Pay!!  The annual budget function needs to be added before I buy the new product.

Honestly, Quicken and Quickbooks have been around a long time for both Mac & Windows... But the fact that it has taken this long to even make a baby step is b.s! Most major software companies whom make solutions for the Mac & Windows platforms are generally equal in features. What is your excuse for making mac products so lackluster compared to the windows side. You should have been updating them both equally at the same time... If Mac was soo hard to write for then, maybe you should have just dropped the idea, why bother to string folks along waiting every year for a possibility of a new version. Other companies seem to have figured this out... I am very disappointed in your non caring of the Apple/Mac Marketplace. You should realize by now that Apple is no longer just a niche company... They are a global entity and I would put every staff member on that Quicken/Quickbooks for Mac projects to address this need. Adobe gets it, Microsoft gets it, why cant you? If going to tell me boo hoo its 20 years of quicken tech features that would have to be added back(?)... I say hire some new coders/programmers that know what they are doing not the current groundhog day one whom never advanced past 2007.... Prove me wrong make a equal to windows in features and performance products for the mac... Steve Jobs did not stand for excuses, Now look at Apple!....

  • Anyone who has been a longtime Quicken for Mac user knows Intuit bungled it years ago. You can continue to complain about the company's mistakes of 6 or 8 years ago -- some of which we know about and some of which only Intuit insiders can probably explain -- or try to see objectively where things are today. The Quicken 2015 product which was released this week was created by a completely new Mac development team which was hired over the past two years to bring back Quicken for Mac. They picked up the code of Quicken Essentials and re-wrote parts of it to be compatible with Mac OS technology which had changed since it was developed 5 years ago. They tackled the two biggest missing pieces in Essentials: handling investments and syncing with a mobile app. This week, they released Quicken 2015 2.0, which is something of a hybrid between Essentials and the full Quicken features of Quicken 2007 or Quicken Windows. Intuit management has take the unusual (unprecedented?) step of allowing the Mac development team to continue working on new features and releasing them as free updates for an entire year. If they are successful, Quicken 2015 for Mac will continue to evolve into the full-featured Quicken we all want it to be.

    Again, you can complain about what they didn't do from 2006 through 2012 forever, but it won't change the past. I'm not trying to make any excuses for Intuit; they screwed this up years ago. I just don't feel it accomplishes anything to keep pointing back to what they could have or should have done multiple management teams ago. The facts are (1) development of a new Quicken for Mac started two years ago, (2) there is 20 years of programming work in Quicken 2007, which could not be re-created in just two years, and (3) the potential revenue from Quicken for Mac doesn't justify throwing hundreds of programmers at the problem. (Intuit is a big company, but the development team for Quicken for Mac is apparently quite small.)  One can legitimately argue whether it was better to release Quicken 2015 in its current form and allow us to see it grow step-by-step, versus not releasing a new Mac product until 2016 or 2017 when it achieved feature parity with Quicken for Windows and venerable Quicken 2007 for Mac -- Intuit management decided it was better to do the former, because Quicken 2015 today is an improvement for Essentials users and is suitable for some users without advanced investing needs.

    For me, Quicken 2015 doesn't yet do everything I want and need, and it isn't as robust and nimble as Quicken 2007. I'm still using my Quicken 2007 for that reason. But I'm thrilled that Intuit is investing in building a modern generation of Quicken for Mac which will, hopefully, serve my financial management needs for the next decade and beyond. I could choose to say I don't trust they'll carry through because of Intuit's missteps in the past; I've chosen to say I'm giving this new team a chance to continue their work building the Quicken for Mac product most of us longtime Quicken users want and need for the future.
  • Thanks for putting the situation into perspective. I started off with Mac 2007 but then converted to QE when it was first released. My needs are very basic and I have been a happy user since then and the only real thing missing was a mobile app. That is why I have purchased Mac 2015. Unfortunately the mobile syncing is having problems for me, but hopefully they will get it fixed in an update. In the meantime I am no worse off (other than being $75 poorer), since Mac 2105 is basically QE with the mobile app. We will just have to see what happens.
  • Great post, jacobs! Wish everyone could read this!!!
  • Thanks Jacob; good balanced perspective...I am in the same position, not finding Q2015 meeting my needs, but am watching and waiting to see hopefully good things come forward.

Marcus,

I am very easy going about this. If you guys would add one or two big features a year, I would be quite pacified. However, Essentials (now called Quicken Mac 2015) is still just very basic, though I do appreciate the mobile synching. 2007 to 2015 (sounds like 8 years to me). Please start supporting the Mac community again. Thanks.

  • If you read the post from Marcus above, how can you conclude your post by saying "Please start supporting the Mac community again." His entire post is about how they are re-committed to the Mac community, how Quicken 2015 for Mac represents a major step forward -- albeit only the first of many steps forward -- in the "journey of rebuilding Quicken Mac". Isn't that exactly what we Quicken Mac users want to hear?? And his post explains that 25 years of development that culminated in Quicken 2007 can't be rebuilt from scratch in a year or two. So for some of us, Quicken 2007 remains a more robust choice at the moment, and he acknowledges that. But there's clearly a plan to narrow the feature gap and make Quicken 2015 a worthy successor to Quicken 2007.
  • Like I said in my post. I am easy going about this. Just give us at least one or two new significant features a year for a few years and I will be quite satisfied. I am a VERY LONG-TIME user of Quicken/Quickbooks. And I have been using Essentials since its intro. But after several years, even this "new" version of Essentials (that is, Quicken 2015) is essentially (pun intended) the same version, albeit with mobile syncing added. That single thing is a short list of upgraded features spanning a period of several years. My original post was, in context, upbeat and positive. I applaud this statement of recommitment to the Mac community. But that is what was said when Essentials was first introduced several years ago, followed then by abandonment pretty much. So, I am just hoping they mean it this time.
  • The old version of Quicken Essentials did not display investment transactions.  Quicken for Mac 2015 does.  To me, that does not support a description of QfM 2015 as a ""new" version of Essentials".
First, a big thank you to Quicken Marcus and his beta team - despite the naysayers, QM2015 is a huge step forward from QEM, and, most importantly, it shows that Intuit has decided to put forth a huge effort to placate us hitherto abandoned Mac users - mea culpas accepted.  I would be remiss herein if I didn't take this opportunity to push for an early resolution of the manually entered securities issue (I know it's high on their list - it's at the top of mine).  Quicken Marcus has done an extraordinary job of listening to us Betans, and I can only hope that he continues to define, refine and improve this product.s

    Marcus, i am a first timer on your blog.  I was a long time user of Windows, personally.  I covered to Mac about 4 years ago.  I am now a die hard Mac fan!  I have been using Quicken since it's inception.  I am currently using Quicken 2014 Premier for Windows.  I did purchase Quicken Essentials and looked at it, but frankly is was awful.  I just bought Quicken 2015 for Mac.  It downloaded all my data that I exported to a QFX file and uploaded fine.  Then I updated the accounts, which worked, but quit slowly.  I am starting to run my tests on all of the pieces of the software that I use on a personal basis.  I will have to say it just does not have the look at feel of 2014 Premier.  The one item I was really astounded that was not available in the first new version was online balance reconciliation.  I am truly glad that you have stood by the Mac World in getting Quicken to come back to the Mac users. I just hope we don't have to wait along time for some of the features of Windows to get into the Mac version!  If so, I will continue to use Quicken for Windows and continue to wait for Quicken to catchup to the Mac World.

    • We have reconciliation but it's a little different than QWin.  Click the Reconcile button on the button bar below the register.
    You're right that bill pay is important.  Intuit just paid $360M for Check that offers really cool bill pay functionality so obviously as a company we think it's really important.  

    However, we know exactly how many people are using bill pay in Quicken (it's not market research) since many of you pay us for the privilege (or you pay your bank) and it is a sizable number of people but it's relatively small compared to the number of people that use the product for investments.   However, I fully understand the benefit of having bill pay all in one place and think it makes a lot of sense but I want to make it clear that we didn't decide to "remove" it from Quicken Mac.   Since this is a product written from scratch it was never there in the first place.   We can't just copy the code from Quicken 2007 and plug it into Quicken 2015 because that doesn't work.   We have to add this capability from scratch to fit into our new code base.  It is also not something you want us to just cram into a release.  Testing alone could take months to make sure we cover every use case and error condition.  We absolutely cannot screw up moving your money.

    I'm happy people are so passionate about Quicken.  All we can do is to continue working away on the product and you can decide whether it's the right product for you or not.  You vote with your money and we'll survive or die based on that vote.

         There are only 2 issues that I, presently, would like to see in Quicken Mac 2015.  I brought these up on the beta site, but I'm unsure as to whether they are currently in the pipeline and if so where in the pipeline; to wit:

         Far and away the no. 1 issue I would like to see addressed is manual entry of investment data - entry/edit and other robust features previously attributed to QW and QM2007.  The "v.2 Draft" shown to us betas was a very positive step in the right direction, but since the closure of the beta site, I've seen no mention of it.

         Secondly, I would like to have asset accounts and liability accounts (not just bank accounts) available for inclusion in "Category Summary" reports.  It was a feature of Quicken Essentials upon which I came to rely heavily, and it is sorely missed.

        I bought the 2015 Mac product today and found that transactions that were transfers in 2013 for Windows dont come across properly so two accounts don't have the right balances. Runs kind of slowly too, and auto updateing of prices can't be stopped.  When is the first update of the program planned.  For now I'm going to keep using 2013 for Windows in a VM on my Mac.
        • This is one of my greatest fears because I have several accounts that include numerous transfers between accounts over the last 20+ years. Can someone from Intuit answer this question regarding transfers being correctly imported from Quicken Deluxe 2014 for Windows?
        • The term, transfer, covers many sins.  I participated in the Quicken 2015 Beta Test.  I use Quicken Premier 2014 running in a VMware Fusion Windows XP virtual machine and imported my database into Quicken 2015 multiple times.

          If the transfers that concern you involve the movement of cash from one account to another, you shouldn't experience any problems.  The transfers transfer transactions are imported correctly.  However, you will need to modify the register of each account to display the transfer column.

          If the transfers that concern you involve the movement of securities between investment accounts, you will run into some problems.  The "Remove Shares" and "Add Shares" transactions will be present; however, the lot information will be wrong.  The lots will be identified by the date of the "Add Shares" transaction instead of the date on which the security was acquired.

          If the transfer involves bonds or an investment that is treated as a bond by Quicken, the "Add Shares" transaction will only record 1/100th of the shares being transferred.  There will be a "hidden" transaction for the remainder of the shares recorded on the date that the account receiving the shares was created.

          I spent far too much of my time during the testing repeatedly importing my Quicken Premier 2014 data into Quicken 2015.  If the transfers that concern you involve securities, the current instance of Quicken 2015 is not the product you want.  I would add that the import process will help find ancient erroneous entries in Quicken that need to be corrected.

        Any new Quicken needs to offer a proper export facility. By proper, I mean that it must 1) be complete (all info should be exported) and 2) have documented file formats - so that, should the day return when Intuit stops supporting the Mac community, people can move to better products.

        In the last go-round, many people felt burned because exports were incomplete and file formats had to be reverse-engineered in order to use competitive products. The result was that people who suffered through the conversion to a competitive product will never forget that extra pain and will not let themselves take the risk of being burned again. This point is likely to appear in product reviews as well unless you take steps to explicitly address it with a proper export facility.

        I appreciate that selective export and undocumented file formats have advantages. But recognize that they have disadvantages that, because of your history, outweigh the advantages.

        Let Quicken compete on features and performance, not on lock-in that will only cost Intuit as people seek to avoid any potential for missteps of the past, however unlikely you believe them to be.

        • I totally understand but I don't think there is an agreed to standard file format that everyone can write too.  The good news is we use a SQL database so any SQL editor can open it and theoretically you can get the data that way although not as easily as if there was an accepted format for this type of thing.
        • Marcus,

          1) You don't need a standard file format. You just need to document whatever format you're using.

          2) Your statement that "... any SQL editor can open it" makes no sense. SQL is a language; it does not define an implementation. There is no general interoperability between SQL tools and databases unless you're saying Quicken has a public SQL API (which I strongly doubt). Perhaps you meant to say "XML"? That would make more sense. But even then, you still need to supply documentation on your XML structure, attributes, etc. (For that matter, even if your SQL statement was true, you'd need to document the SQL tables, fields, etc.)
        • We just use Apple's Core Data which I think is a SQL lite implementation.  Does that make more sense?
        • Marcus, Yes, thanks for the explanation!
        • To be precise, that's "SQLite" - http://www.sqlite.org.
        I am one who did not use bill pay when I was a Windows user of Quicken.  My bank just happens to have a decent bill pay feature and I would rather deal with my local bank than have to deal with Intuit if something went astray with a payment.   I would agree with Marcus here that Intuit has to get this one right before adding the feature to Q 2105.

          I would like to know (without having to buy Q2015 to find out) what kinds of data will not import from a Q2007 file (with 20 years of history in it).  Will all transactions import correctly and we'll just be missing certain reporting and other features?  Or will the import lose data -- and if so will it warn us during the import process?

          It sounds like you're on the right path, as some of the mobile sync features may be compelling enough to inspire people to upgrade, but we need to know what data may be lost in the import process.  Thanks!

          • I have brokerage transactions that go back to 2001 and Banking back to 1989. From what I can tell, all the transactions imported ok from Quicken 2007 for Mac. My biggest beef is that you can only do a budget for the current and previous month. There is no 12 Month budgeting like in Quicken 2007. I have only played with it since yesterday though.
          • One thing to be aware of with a significant investment history to import is that in this first release of Quicken 2015, you cannot manually edit the price history of individual securities, as you can in Quicken 2007 and older, and you cannot track the purchase and sale of individual lots of securities. (It supports FIFO or LIFO, not individual lots.) The development team is working on adding functionality for the former, and I'd expect to see that as one of the free feature updates in the near future. I'm not as sure about tracking lots, but I'd guess that will follow, too. Depending how much these issues might impact your import of Q07 data, you might want to wait until those capabilities are built into Quicken 2015.
          • Frankly, the import does not handle the money side of investments well. You will probably have a WTH cash balance because, for instance, you bought stocks without sourcing the $ from somewhere. If you have a MM/ cash account associated with your brokerage, Q15 really get confused about how to handle a "bank" account in "Investments". Got options? Transfer to another broker? Same stock held by more than one broker? Lot based transactions (See jacobs on that).  Weird splits/ spin-offs/ return on capital payments/ some reinvestments (why only some) may get lost on the import.
              If your investment record needs are simple, and you can live with making  phony adjustment entries to get the balances close -- then the import is OK. A person who has a 401K or an IRA who just cares about overall growth -- because at this point the IRS doesn't care about losses and gains for each transaction/ event -- would be one such satisfied user.

              A detailed transaction audit is something I would recommend -- using their logs (Help>>Show Logs In Finder) as a starting point.
              I personally will ride out V2.0.1 to see what the next revision brings ---
          • The more I see in Q2015MAC I think I'll stay with Q2013Windows till a later release.  Q2013Windows runs quite satisfactorily with Crossover or in my VirtualBox Win7 VM.
          • I run Quicken Premier 2014 in a VMware Fusion Windows XP virtual machine.  The support for investments in Quicken 2015 is limited.

            The major problem involves the transfer of securities between accounts.  One problem with the "Add Shares" transaction in the account receiving the shares is that the lot identifier assigned to the shares is the date of the transfer instead of the date the shares were acquired.  This leads to a potential problem with a sale of the shares being classified as short-term instead of long-term in the Schedule D section of the Tax Schedule report.

            A second problem involves the transfer of bonds between accounts.  I don't mean shares of a bond mutual fund but actual bonds like US Treasury Notes.  Quicken 2015 divides the number of shares being transferred by 100.  So,not only is the lot assigned the wrong date, the share price is incorrectly calculated.  Another misfeature is that Quicken 2015 creates hidden transactions to "correct" the number of shares held on the date that the account was opened.

            If you have never transferred investments between accounts, you might not have a problem.  I have one account that has transactions going back to 1957 that was imported accurately without any issues.

            I'm hoping that investment support will get corrected soon but I fear it may involve junking a significant portion of their current investment support.
          • What we've found is that it really depends a lot on a person's data.  If you don't have investments I think things import pretty well for the features we have.  

            At high level we do not support importing of attachments or budgets.  As many have mentioned the budget feature in Quicken 2015 is still very basic and is geared more for spot checking one's spending vs trying to plan for a years budget like a business would.  We also will not bring over explicit lot assignments in investment accounts.  We also don't support ESPP or Incentive Stock Options so some of this data is lost when importing from Quicken Windows.  And we don't yet have things like loan amortization, debt reduction, retirement planner, home inventory and other features like that so of course none of this gets transferred either.

            When it comes to investments your mileage may vary and it is really dependent on your data.  Our beta testers were amazing and helped us get investments importing pretty well for most people but it's not perfect.  We do not yet have the concept of a single mutual fund account so people with these accounts will probably get wrong balances.  Also clearly for some we still aren't consuming their investment data right.

            In any case, importing is very complicated and we will continue to work on improving it. In fact we just made a bunch of fixes that we'll release shortly.  To give you a sense of what types of things we have to deal with we just fixed a bug that has to deal with Quicken Essentials files that have categories identified as both a parent and child category.  This is impossible to create using the software so no one should have categories that are structured this way but a number of people did.  Not sure how that happened but we have to write special code to handle it.  There are lots of things like this that prevent us from getting it perfect but we continue to work on making it better.
          • Quicken Marcus, would you please elaborate on your statement above, "We do not yet have the concept of a single mutual fund account".  Most of my IRA's are mutual funds - hence the need for manual entry/editing of these securities; therefore, I need to know what procedure the Dev Team is considering for this feature.  Further, has the team made progress on the "v.2 draft" that was posted on the beta site?

          Marcus,

          I have recently upgraded from Essentials to Quicken for Mac 2015. Where do we channel information on problems that we find with the application.

          • Quicken Live community is the best place.  Our Support team reviews the comments and questions from customers and will report to us the major issues people are running into.
          • A problem that i have discovered is that i cannot create a sub category that is different in its cash flow(expense or income) description than the parent category. The subcategory cash flow dims out and is not selectable as either expense or income but is forced to whatever the parent category is.
          • Let me see if I understand: you want to have an expense category with a subcategory that's revenue (or visa versa)? Yeah, you can't do that. It wasn't possible in older versions of Quicken either. If you have such a contra account, can you not just enter the numbers as negative? Or can you just break it into a revenue category and an expense category, if you want them to show up in reports separately as revenues and expenses?
          • I will try using negative numbers, but I do recall being able to do this in Essentials. If you take a look at the investments category in Quicken 2015 you will see mixed subcategories also. It comes down to reporting. I have a category that money flows in and out and in the reporting I will see it balance out to zero, which is what is desired.

          Hi Marcus,

          I recently upgraded to the new Quicken 2015 (2.0) product. I am confused regarding the instructions I received for conversion from Quicken Windows. In the instructions, it is stated that individual investment transactions are not converted when converting from Quicken Windows. I thought that was the whole purpose of Quicken 2015; to have robust investment accounts, including individual transactions. I am particularly confused because, as a beta participant, whenever I downloaded transactions to investment accounts, the individual transactions always appeared in my account. Why then, would not individual investment transactions come through in a conversion from Windows? I would appreciate an answer to my concerns. Thanks.

          Michaelxjw

          • Quicken Mac 2015 does support individual investment transactions.  I have 5 brokerage accounts and  all of the individual transactions are there.
          • I believe you may have misunderstood the meaning of my posting. I am referring to the help file instructions that come with the final (released) product; Quicken 2015 for Mac version 2.0. In the conversion section of those instructions it clearly states that the import of individual investment transactions are not supported. I am hoping that is not the case and I agree with you that this does not agree with the experience we had as beta testers in downloading and syncing individual investment transactions.
          • I just hunted down the page you're referring to in the Help file. The good news is that you're right. The better news: the Help page is wrong! Completely wrong. The Help file is a carry-over from Quicken Essentials, and there are multiple instances where language from Essentials was not updated for Quicken 2015. I believe this is one of them. Someone did a search-and-replace to change every instance of "Quicken Essentials" to "Quicken 2015". That text about not tracking individual transactions is exactly the reason I never switched from Quicken 2007 to Essentials! And it is definitely not true of Quicken 2015.
          • Hi Jacobs.

            I certainly hope you are correct. I will soon see if you are correct as I plan to convert my latest file from Quicken Windows tomorrow evening. Thanks for the advice.
          • Hi Michaelxjw, first off, thank you for participating in our beta program as the feedback was a tremendous help in identifying/addressing issues with the product before we released. For the help file, it sounds incorrect since Quicken Windows investment transactions are supported when imported into Quicken Mac 2015. Is it the "Converting your data file" help topic that you're seeing this? If so, we are aware of the issue and will be correcting it in a future update. If not, let us know which help topic and we'll correct the wording.

            As you recall from the beta, you need to download the Quicken Windows converter whose link can be found in the same dialog where it asks you to select file for conversion. The converter will, in turn, produce a QXF file which can then be imported into Quicken Mac 2015. Let us know if you run into any issues.
          • Quicken George, the incorrect help information Michaelxjw refers to is actually on the "What Gets Carried Over" page. I've reported this as a bug, along with a number of other errors which all appear to be language "carried over" from Essentials that is completely incorrect about Quicken 2015.

            Specifically, that Help page says:
            "Data that is converted from your old file to Quicken 2015:
            • All transactions except transactions in investment accounts"

            That's wrong! Transactions in investment account do get carried over.

            And it continues:
            "Data that is not converted from your old file to Quicken 2015:
            • Investment account transactions: Quicken 2015 gives you the ability to track the total value of the holdings in your investment accounts, but it does not track individual transactions. When you convert your data, Quicken 2015 will create an account for each of the investment accounts you have in your old data file. But it will not carry over the transactions. Instead, the balance for the new account will be 0.00 until you do an online update, at which point Quicken 2015 will update the balance to the current balance for that account."

            This is *completely wrong*! I'm not a Quicken Essentials user, but I believe this language describes how Essentials worked. It certainly doesn't describe Quicken 2015. Tracking investments is, of course, one of the signature changes from Essentials to Quicken 2015.

            I hope all the erroneous information about Essentials and broken links in the Quicken 2015 Help file can be fixed in the near future, as it's especially confusing to users new to the program.
          • jacobs, thank you for pointing us to the help topic. I will bring it up with our team to address.

          Marcus & team,

          First of all, thank you very much for all the hard work you and your team are doing, not just on the development front but also on the engagement with the user community. It is refreshing to see a team so eager to connect, listen and act accordingly.

          I just bought Quicken 2015 and will be trying it over the next few days. I am doing it more out of appreciation for your work than having found new functionalities (today) that merit the upgrade from QE.

          This leads me to my key feedback, I think your marketing team made a mistake in deciding the launch approach. You have been very open that this is not yet the finished product. You could have launched a free (or $9.99) 6-month license to start using the new software while the rest is being developed. Then offer a reasonable price to upgrade to the full license. You could also offer a full license that increases its price every month as new functionalities are added. Then people can decide when to make a commitment to the new release.

          i know this would hit your bottom line but it would have a very positive impact on the perception from users and deal with a lot of the 1 star ratings that you are getting in Amazon or the App Store.

          In any case, thank you for giving us a path forward. Looking forward to the evolution of the product! Keep up the great work.

          • If "the suits" say "launch by 8/21, ready or not", then that's what happens. Don't shoot the messenger. :-D
          • Although… since Marcus is the Product Manager for Quicken, that title suggests he has input -- not necessarily decision-making control, but certainly input -- into the pricing of the product.
          • I do not shoot the messenger. I think I make a clear distinction between Markus and Intuit's marketing team. I assume that the latter do not report to Markus and I do not know whether he agreed with that approach or not. Still, the fact that there are 23 1-star ratings (out of 69) in the App Store is an unfortunate given the great work Markus and his team have done.

            By the way, I have done sone initial checks on the new version and it really looks better than QE. Looking forward to the future updates.
          • I hear you and understand the point but the decision was made to offer the product at the current price and to add features throughout the year.  Quite honestly we were going to get 1 star reviews on Amazon whether the price was $49.95 or $74.95.  Look at how people blasted Quicken Essentials.  Maybe we would have been OK at free but then management wouldn't have been too happy funding development without any return on that investment.
          • I agree w/ Quicken Marcus - Quicken Essentials was never given a fair shake.  It was a "basic" program (what part of "essentials" do the naysayers NOT understand).  Intuit has consistently stated that it would strive to offer more robust features, but when looked at in detail, it was determined that they could not just build a program on top of QE or QW or QM2007 or even QFLM.  QM2015 is a totally re-written application.  Having been a Quicken user for years (and a beta tester for several products) I believe that Quicken Marcus and the Dev Team picked up the fumbled football and developed a program that could eventually accept all of the features requested by users - it's just going to take some time and patience.  If Marcus says the wanted features will be in a future iteration, then I am optimistic that they will be!
          • Quicken Essentials was blasted because it didn’t offer feature parity with a product that was created 10 years prior. Intuit, effectively, said Mac users don’t need anything more powerful than a glorified checkbook. Quicken 2007 (’06, ’05, …) were always behind the PC versions, but at least they dealt with portfolios, investment accounts, loans (both borrowing and lending), etc.

            I’ve been limping along on QM 2007 because Quicken is useless to me without that support (I’ve never used bill pay, so I don’t miss that.) From what I’ve been reading, QM 2015 still won’t do as a replacement.

            Coming out at a $75 price point says “This is a premium product”, not “We’re almost there…” I would happily give Intuit $75 for a fully featured replacement for QM 2007, but I’m not going to hand over that kind of cash for something that apparently still doesn’t (or might or might not) suit my needs. Especially given Intuit’s past history of their support for the Mac Quicken product.

          Hi Marcus and Team,

          First, let me say I'm extremely happy to have a Mac base Quicken program, even if it isn't totally up to par yet.  That being said, there is at least one report that needs to be added.  I really do need a cash flow report since transfers don't show in the category reports.  I need to be able to track where all of my cash is going.  I would've voted for this in the comparison summary, but it isn't an option.

          Thanks again!

            Here are the top usability issues I have with QM2015 now that I have played with it a bit:

            1. Missing bill pay.  In QW2014 (and many previous Windows versions), I could schedule an online payment with my bank by simply putting "Send" as the check number field and entering the transaction information.  I think this feature should be added to QM2015.
            2. Syncing between mobile and QM2015 isn't very reliable.  I entered a transaction for a checking account on my iPhone, and it did not sync down to QM2015 on the next sync.  I entered another transaction in QM2015 
            3. Bill reminders look like duplicate entries.  I have recurring online transactions that I have entered 10-28 days into my Quicken register for a given bank account.  The bill reminder is also showing up in the register (artificially reducing the balance in that account), and I have to manually remove each reminder.  Seems like if the corresponding transaction is already scheduled/entered, the reminder shouldn't be there.'
            4. Mobile balances are not matching my register.  My register in QM2015 has the correct balances.  But logging into the mobile app on my iPhone, several accounts are missing, and the ones that are there do not have the correct balance.  I am trying a "reset cloud data" in QM2015 mobile and alerts settings to see if that helps.
            5. I miss the "dot" indicator from QW2014 (and previous) next to each account which indicates that that account has at least one downloaded transaction to accept.  Right now, I need to click on each account or read the list of accounts in the download summary to see which accounts have downloaded transactions.
            • Another issue I have noticed regarding #4 in my original answer above:  I can get a full sync with all accounts and correct balances initially, but then if I make changes in QM2015, resync, then my mobile app has far fewer accounts (although the accounts that do show up have correct balances).
            • One other issue - the modal window for the "Preferences" window seems to overlay ALL windows on the Mac screen, not just the Quicken window (meaning if you bounce to different apps, the Preferences window overlays those windows too).
            • Syncing is really sketchy to the mobile app.  If I do a "reset cloud data" in the Preferences / Mobile and Alerts window, my mobile app requires me to log in again, but I see my full data set with all information correct.  However, then, if I do a sync of any kind in QM2015, let it complete, then tap the refresh icon in the mobile app, about half my accounts disappear in the mobile app.

            It's important to note that if you download from your brokerage firm you probably will be happy but if you manually input your information from a statement and try to make it balance you won't be able to at the moment.  It is on the burner for a priority 1 update and so be available for possibly the next couple of updates.

            • After being disappointed when brokerage reports did not include sales, bought and sold, I was going to switch to manually input the info from my statement.  Looks as tho' that would be a mistake....
            • It should work okay to enter your transactions manually… but you might want to wait until the first update to Quicken 2015, which is expected to add the capability to manually enter/edit security prices for those which don't download automatically or have incorrect values.

            Marcus,

            Thanks so much for your new release.  I used Quicken for years but switched to a Mac in 2009 and was never impressed with the Mac version.  I just purchased QM2015 with high hopes.  Starting completely from scratched the program worked flawlessly.  Imported all the data from all my bank accounts; however, it only imported the last 90 days.  There was no option to change the date(s) for the initial download.  I tried to export a .cvs file from my online bank account but received the error that Quicken only imports .cvs files from Mint.com. Ninty days of transactions are just a drop in the bucket and I don't want to hand-jam thousands of transactions.  I would appreciate any suggestions.

            • The amount of data you can download from your bank is controlled by your bank, not Quicken. I think most financial institutions limit downloads to 90, 180 or 365 days. No financial institution is going to give you 10 years of data. Do you have an older version of Quicken data with a longer financial history? If so, it may be worth the work to get that to import into Quicken 2015.

            Marcus,

            Thanks so much for your new release.  I used Quicken for years but switched to a Mac in 2009 and was never impressed with the Mac version.  I just purchased QM2015 with high hopes.  Starting completely from scratched the program worked flawlessly.  Imported all the data from all my bank accounts; however, it only imported the last 90 days.  There was no option to change the date(s) for the initial download.  I tried to export a .cvs file from my online bank account but received the error that Quicken only imports .cvs files from Mint.com. Ninty days of transactions are just a drop in the bucket and I don't want to hand-jam thousands of transactions.  I would appreciate any suggestions.

            • The banks decide how much data they will allow us to download and 90 days is pretty typical in checking and credit card accounts.  In brokerage accounts it can be more like 1 year but again this is dependent on the financial institution.  I would try to import your Quicken file and see if that gives you better results.
            Yup, they hired a team of people -- many of 'em new employees -- and paid 'em for two years to develop and test and market a new version of Quicken for Mac, and they "don't give a crap about the Mac community." Right.

            It's fine if you're not satisfied with the features of the product they've put out... or the slow pace of progress... or the price... or the decision to release a product that is missing features which are important to some in the user community... or something else about Quicken 2015. But saying they "don't give a crap" when it's clear they've invested some time and money and personnel to try to get Quicken for Mac on the right path -- a path they may not get fully down for another year or two -- is just an outburst of emotion. Clearly, they are trying to create a product to serve the Mac community (as well as make money, since that's what they're in business to do). I'm not out to defend every step Intuit takes, and in my other posts, I've said that they've made a lot of missteps over the years, and also that I'm not ready to with to Quicken 2015 until more features get added -- but I'm happy they appear to be trying to create a modern version of Quicken, even if it isn't yet ready to meet my needs.

            As for your comment "If you can't pay bills with the app, what's the point?", the point is that their market research shows only 6% of users use bill pay within the app. I understand this is very important to some people, but I've never used it, and clearly many others don't. It doesn't mean it won't get added to the app in time; it only means it wasn't as high a priority as investment tracking and the mobile app.
              Quicken Marcus and the Dev Team -
                  I've said it before, and I'll reiterate here ... Thank you for your time and effort.  I feel the need to post here because I would like to address the animosity detected in some posts.  I can certainly understand the frustration and disappointment experienced by some, but if the product is not to your liking, just return it.
                  I am especially perplexed at the arguments of some; to wit:  "This product is terrible, and they wouldn't even give me a free copy"!  Sounds like the spoiled college kid complaining that the  "food at school tastes terrible ...  and the portions are so small!"  
                  I for one am willing to give the Dev Team the benefit of the doubt.  I don't even think they were 100% happy with the "premature" release of the product, but when they say that we WILL be happy with the product after 6 months, I, optimistically, believe them.  The investment entry/edit draft they presented to us "Betans" was extremely heartening, and I fully expect manual entry of investment data w/i the next. 6 months.
                  Every time I have a problem with a Mac product (and those are few and far between), I just smile and think how glad I am that I'm not using a PC!
              • I completely agree with aleagle... being on the beta team was a fantastic experience and just knowing that the dev team was giving their all to give us a product we can be proud of was worth all the time and effort we put into the product.  Yes, we didn't get everything we wanted but it is a great foundation that I truly believe the dev team will build upon.  I too am amazed that the same ones that wrongly criticize the dev team's efforts are the same ones that are complaining that they didn't get a "free" issue.  I am not using my copy as my sole app but am running alongside my 2007 until the updates come along that make me want to use it exclusively and that will be the price/share/security which is on their top priority 1 hit list.  I am looking forward to that and hope it is sooner rather than later.  Thanks Marcus and all the great effort the dev team put into this.  It was a major challenge.

              Quicken developers and product management,

              I've considered requesting a refund for QMac2015 but have decided not to.  

              I won't be using QMac as my main finance tracking application but stick with QWindows2013 and successor versions until the promised updates to QMac can handle my general finance needs and my investing needs (including transfer transactions, cash flow reporting).  I'll let my purchase $$ be one of the funding incentives for Intuit to keep improving the application on Mac OS.  I do plan on checking how things work everytime Intuit issues an update to QMac to see if my needs are closer to being met.  I'll give feedback on these releases also.

              Running Quicken Windows on a virtual Win7 system is so fast and convenient once the Win7 license was paid for that continuing to use it until QMac can match the functional and reporting needs I have is the easiest path for me.  For anyone else interested in this approach, I use VirtualBox VM software on Mac as it's free; I would expect that Fusion and Parallels would be equally satisfactory but have not compared them.

              Final thought, I used to do bill-pay with Quicken but no longer have that need.

                Hi Marcus -- I wanted to thank you and your team for your work on this project. I know a lot of the comments are negative, but as someone who was stuck with Essentials for five years, I can say this is a significant improvement (if lacking in certain Q2007 features).

                You mentioned that this board is the best place to report problems to your team. I'm not clear on whether you and your team are working on mobile issues, or whether that is a separate team, but I wanted to post this comment here in the hopes that you can at least direct the issue to the right place.

                The balances for certain accounts do not display correctly in my mobile app. They are correct in my desktop application, and the individual transactions seem to display properly in the mobile app, but the totals in the mobile app are wrong. For some reason, this is only for credit card balances (cash/checking/savings accounts are fine). I also note that they all err in the direction of showing way too high a balance on the cards (roughly 2x-4x the actual balance). I tried resetting cloud data, but a new sync just resulted in wrong figures again (in fact, the same wrong numbers that showed up before).

                I am not sure whether this is a problem with the code in the desktop app for syncing information to the cloud, the code in the mobile app totaling the transactions incorrectly, or something else. 

                • I have also encountered what I believe to be a bug, or a problem in the way that either Quicken 2015 or its underlying programming language handles addition and subtraction of floating point numbers. It's kind of hard to explain in writing, and I don't want to lay bare all my investment information in a public forum, but if you have a link or email address for us to send screenshots or other files to report bugs then please let us know.

                  When I sell off all the shares of a particular security, the share balance of the security usually goes to 0.00 and it is no longer displayed on the "Portfolio" tab. However, for one security, when I sold off all shares the share balance went to 0 (no decimals), and I am still prompted on the "Portfolio" tab to enter cost basis information for (zero shares of) that security. I think this is probably due to a hidden factional share out somewhere multiple decimal places. However, I checked all the transactions leading up to the sell-off, and they were downloaded/entered correctly, they are entered only up to 4 decimal places, and the math checks out on a calculator. The security should be all gone. Strangely enough, when I sum the same buy/sell share values in a spreadsheet on Excel, I also get a minuscule number in scientific notation rather than a round zero.

                Using the latest release of Quicken 2015 (2.0.3), I continue to have difficulty with Windows file conversions even though this issue was meant to be resolved with the latest release. After using the latest version of the Windows converter (provided by Quicken 2015 2.0.3) I continue to receive read only errors after converting a file and I also receive errors that I am not using the latest version of the Windows converter after seemingly downloading the latest version provided by the program. I would appreciate a quick fix to this issue so that I can convert my Windows Premier 2014 file. Thanks.

                michaelxjw

                  Marcus - I posted this under a different topic, but hope you will read it here and respond. I installed Mac 2015 a couple of days ago and converted my QE file. I am having trouble with the mobile sync. I turned it on and every time I do a sync, it tries to upload ALL my transactions (several thousand) over and over. This causes my syncs to be very slow. If I turn mobile sync off, everything works fine but just as soon as I turn it on the slow syncs reappear. It is like it starts all over. For the time being I am just not doing mobile syncs or using the mobile app. But the problem is that is the main reason I moved from QE to Mac 2015 and spent the $75. Can someone look at this problem?

                  • The first time I turned on Mobile Sync in Preferences, it took a great deal of time uploading 27,000+ transactions, I just let it go and walked away for a while. I had to "Reset Cloud Data" a couple of times for different reasons and sync again (under Preferences>Mobile>Advanced). It does take some time but was well worth it.
                  • Any time you "reset" or "flip the switch", sync does its never-been-done-before routine (including sending you that "welcome" email)
                    . Yes that does take a bit of time for a large historical record.  Consider just letting it go -- it will *update* following a Financial Institution update -- and/or you manually sync with the "Sync Now" button in preferences.
                  • That is not what is happening to me though. I am letting it go and it goes through the process of uploading transactions. Then the very next time I do a sync, it repeats the entire process re-uploading the same transactions. In between syncs, I've done nothing. It takes a couple of minutes each time to do this sync, but when I'm waiting to enter a transaction it seems like forever.
                  • I have noticed something interesting with my problem. If I click on the sync icon in the lower left hand corner, that is when it seems to want to re-upload all my transactions. But if I go to Preferences and under the Mobile tab click on Sync, it seems to sync immediately. Strange. Also, for some reason, no transactions that I enter in the Mobile app ever get synced back to Mac 2015.
                  • It sounds like something really wrong is happening.  We only sync the differences so it shouldn't keep uploading 27K+ transactions.  However, I don't think we've ever tested the system with that many transactions so you may have hit some maximum that we didn't anticipate.  Let me ask our support team to contact your directly so we can work with you to figure out the issue.
                  • Thank you very much. Now one thing in my case it is only around 1650 transactions.
                  • I have this same problem - each time the sync runs (from the refresh icon in the lower left corner), QM2015 tries to sync 2500+ transactions - and sometimes I haven't changed a single transaction, or only a few.
                  • TW - A question, does this mainly happen for the first sync of the day or all syncs. Mine seems to do this the first time I do it everyday but subsequent syncs seem to work okay. Also, I do my syncs by going to preferences and going to the Mobile sync tab and clicking on the button there.
                  • @WolfpackFan You're right.  It is different with each sync method.  In the Preferences / Mobile and Alerts tab, pressing "sync now" goes much quicker (although I still get an "uploading transactions" of nearly 100 transactions). Pressing the refresh icon in the lower left hand corner seems to do the additional step of connecting to my "financial institution [sic]" (since I connect to more than one), and then I get the 2500+ transaction upload message and it takes quite a bit longer to sync.
                  • Definitely having trouble with syncing - first sync shows 10 accounts on mobile - then, after subsequent syncs in QM2015, I only see 5 accounts on my iPhone Quicken app.  Really a problem.  And transactions aren't syncing back and forth either.
                  • Definitely the sync (refresh) button on the main interface (lower left-hand corner) seems to be the problem and cleaning things up with the Preferences... Mobile and Alerts... Sync Now seems to sync better.  But still a little messy and appears unreliable.

                  I'm converting from Quicken Mac 2007 and so far, all info came through fine. I tried Essentials in past and it was inadequate, but 2015 looks close enough to 2007 functionality to be worth using assuming functions get added quickly. Since Quicken 2015 is based on Essentials, why is the format of the transaction page changed? Given all the features people are missing that need to be added, why waste time making the format less space efficient? Even with a large monitor, I cannot easily have two registers open at the same time to compare and correct downloaded transactions that involve transfers. Essentials transaction page format far better, more space efficient, more readable than 2015 format.

                    I am missing the bill pay feature in QM2015 (I am a recent convert from QW2014 Premier).  However, I think the problem is more difficult since, when I manually make a payment on my bank's website, the scheduled payment doesn't show up in QM2015 on the next sync.  Do I also need to manually enter the payment I made at my bank into QM2015?  If so, that is pretty inefficient.
                    • Is QM15 a 'permanent' license or is $75 a 1 year subscription to crippleware?
                    • It's a permanent license. Although Intuit releases new versions of Quicken annually, you can continue using whatever version you bought indefinitely. (The ability to download from financial institutions is capped at three years -- or in this case, slightly longer: April, 2018.) There is no automatic renewal or requirement to purchase annually.
                    • You meant to say "3 years or until Intuit produces a new version of Quicken, whichever is longer." (Billpay and download still works using Q2007 which is now 7 years old.)

                      But I do wonder if Intuit will follow the trend and eventually move Quicken solely to software-as-a-service with 1-year service contracts. Of course, such a model makes no sense if the software isn't being maintained. (It would have sucked to have been paying yearly fees for Q2007. Although the billpay presumably costs Intuit something, it has to be a lot less than full software support.)

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